Spirepoint Private Client’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Sell
14,304
-1,529
-10% -$121K 0.09% 123
2026
Q1
$1.2M Sell
15,833
-40
-0.3% -$3.02K 0.11% 111
2025
Q4
$1.11M Buy
15,873
+3,349
+27% +$233K 0.11% 109
2025
Q3
$831K Buy
12,524
+7,489
+149% +$515K 0.09% 129
2025
Q2
$356K Sell
5,035
-5
-0.1% -$356 0.04% 179
2025
Q1
$361K Sell
5,040
-1,950
-28% -$130K 0.05% 157
2024
Q4
$435K Buy
6,990
+5
+0.1% +$326 0.05% 151
2024
Q3
$502K Buy
6,985
+15
+0.2% +$1.03K 0.07% 139
2024
Q2
$444K Sell
6,970
-241
-3% -$14.9K 0.06% 143
2024
Q1
$441K Buy
+7,211
New +$433K 0.07% 131

Other funds holding KO

Spirepoint Private Client's KO Position: Q2 2026 in Review

Spirepoint Private Client reduced its Coca-Cola (KO) stake by 9.7% in Q2 2026, selling an estimated $121K and leaving 14,304 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #123.

Spirepoint Private Client first reported a position in KO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Spirepoint Private Client held 14,304 shares of Coca-Cola worth $1.16M as of Q2 2026.
  • Spirepoint Private Client sold 1,529 Coca-Cola shares in Q2 2026, an estimated $121K.
  • Coca-Cola made up 0.09% of Spirepoint Private Client's portfolio in Q2 2026, its #123 holding.
  • Spirepoint Private Client first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's Coca-Cola position peaked at $1.2M in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.