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Spectrum Strategic Capital Management’s Coca-Cola KO Stock Holding History

Spectrum Strategic Capital Management’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 		$604K Buy
7,947
+62
+0.8% +$4.69K 0.33% 60
2025
Q4 		$551K Sell
7,885
-7,196
-48% -$502K 0.29% 61
2025
Q3 		$1M Buy
15,081
+258
+2% +$17.8K 0.51% 31
2025
Q2 		$1.05M Buy
+14,823
New +$1.06M 0.53% 32

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spectrum Strategic Capital Management's KO Position: Q1 2026 in Review

Spectrum Strategic Capital Management increased its Coca-Cola (KO) stake by 0.79% in Q1 2026, buying an estimated $4.69K and bringing the position to 7,947 shares worth $604K. The position accounts for 0.33% of the portfolio, ranked #60.

Spectrum Strategic Capital Management first reported a position in KO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Spectrum Strategic Capital Management held 7,947 shares of Coca-Cola worth $604K as of Q1 2026.
  • Spectrum Strategic Capital Management bought 62 Coca-Cola shares in Q1 2026, an estimated $4.69K.
  • Coca-Cola made up 0.33% of Spectrum Strategic Capital Management's portfolio in Q1 2026, its #60 holding.
  • Spectrum Strategic Capital Management first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • Spectrum Strategic Capital Management's Coca-Cola position peaked at $1.05M in Q2 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Spectrum Strategic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.