Solstein Capital’s Coca-Cola KO Stock Holding History

Solstein Capital’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	$272K	Sell	3,583 -210	-6%	-$15.9K	0.11%	117
2025 Q4	$265K	Sell	3,793 -277	-7%	-$19.3K	0.11%	115
2025 Q3	$270K	Sell	4,070 -494	-11%	-$34K	0.06%	106
2025 Q2	$323K	Buy	4,564 +611	+15%	+$43.5K	0.17%	91
2025 Q1	$283K	Hold	3,953	–	–	0.16%	79
2024 Q4	$246K	Hold	3,953	–	–	0.14%	84
2024 Q3	$284K	Hold	3,953	–	–	0.15%	88
2024 Q2	$252K	Hold	3,953	–	–	0.16%	85
2024 Q1	$242K	Hold	3,953	–	–	0.17%	79
2023 Q4	$233K	Hold	3,953	–	–	0.17%	84
2023 Q3	$221K	Hold	3,953	–	–	0.19%	81
2023 Q2	$238K	Buy	3,953 +718	+22%	+$44.7K	0.2%	81
2023 Q1	$201K	Hold	3,235	–	–	0.17%	86
2022 Q4	$206K	Buy	3,235 +82	+3%	+$4.95K	0.17%	90
2022 Q3	$177K	Hold	3,153	–	–	0.16%	88
2022 Q2	$198K	Hold	3,153	–	–	0.15%	100
2022 Q1	$195K	Hold	3,153	–	–	0.13%	115
2021 Q4	$187K	Hold	3,153	–	–	0.11%	132
2021 Q3	$165K	Buy	3,153 +160	+5%	+$8.92K	0.09%	145
2021 Q2	$162K	Buy	2,993 +2,530	+546%	+$138K	0.2%	120
2021 Q1	$24K	Buy	+463	New	+$23.3K	0.03%	245
2020 Q4	–	Sell	-3,200	Closed	-$158K	–	149
2020 Q3	$158K	Sell	3,200 -4,940	-61%	-$238K	0.35%	66
2020 Q2	$364K	Buy	8,140 +4,000	+97%	+$184K	0.86%	32
2020 Q1	$183K	Sell	4,140 -517	-11%	-$27.9K	0.7%	29
2019 Q4	$258K	Buy	+4,657	New	+$250K	0.52%	42

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

Solstein Capital's KO Position: Q1 2026 in Review

Solstein Capital reduced its Coca-Cola (KO) stake by 5.5% in Q1 2026, selling an estimated $15.9K and leaving 3,583 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #117.

Solstein Capital first reported a position in KO in Q4 2019 and has held it in 25 quarters since. The position peaked at $364K in Q2 2020. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Solstein Capital held 3,583 shares of Coca-Cola worth $272K as of Q1 2026.
Solstein Capital sold 210 Coca-Cola shares in Q1 2026, an estimated $15.9K.
Coca-Cola made up 0.11% of Solstein Capital's portfolio in Q1 2026, its #117 holding.
Solstein Capital first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
Solstein Capital's Coca-Cola position peaked at $364K in Q2 2020.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.