Sloy Dahl & Holst’s Coca-Cola KO Stock Holding History

Sloy Dahl & Holst’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Hold	3,166	–	–	0.03%	98
2025 Q4	$221K	Hold	3,166	–	–	0.03%	108
2025 Q3	$210K	Hold	3,166	–	–	0.02%	112
2025 Q2	$224K	Hold	3,166	–	–	0.03%	104
2025 Q1	$227K	Buy	+3,166	New	+$211K	0.04%	95
2024 Q4	–	Sell	-3,166	Closed	-$228K	–	112
2024 Q3	$228K	Buy	+3,166	New	+$217K	0.04%	91

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sloy Dahl & Holst's KO Position: Q1 2026 in Review

Sloy Dahl & Holst held its Coca-Cola (KO) position steady in Q1 2026 at 3,166 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #98.

Sloy Dahl & Holst first reported a position in KO in Q3 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sloy Dahl & Holst held 3,166 shares of Coca-Cola worth $241K as of Q1 2026.
Sloy Dahl & Holst left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.03% of Sloy Dahl & Holst's portfolio in Q1 2026, its #98 holding.
Sloy Dahl & Holst first reported a position in Coca-Cola in Q3 2024 and has held it in 6 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.