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

Spirepoint Private Client’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	$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

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

Spirepoint Private Client's KO Position: Q1 2026 in Review

Spirepoint Private Client reduced its Coca-Cola (KO) stake by 0.25% in Q1 2026, selling an estimated $3.02K and leaving 15,833 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #111.

Spirepoint Private Client first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Spirepoint Private Client held 15,833 shares of Coca-Cola worth $1.2M as of Q1 2026.
Spirepoint Private Client sold 40 Coca-Cola shares in Q1 2026, an estimated $3.02K.
Coca-Cola made up 0.11% of Spirepoint Private Client's portfolio in Q1 2026, its #111 holding.
Spirepoint Private Client first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.