Stamos Capital Partners’s Coca-Cola KO Stock Holding History

Stamos Capital Partners’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	$4.21M	Sell	55,329 -5,520	-9%	-$417K	0.66%	49
2025 Q4	$4.25M	Buy	60,849 +41,934	+222%	+$2.92M	0.68%	43
2025 Q3	$1.25M	Sell	18,915 -9,526	-33%	-$656K	0.24%	100
2025 Q2	$2.01M	Buy	28,441 +561	+2%	+$40K	0.36%	86
2025 Q1	$2M	Sell	27,880 -20,590	-42%	-$1.38M	0.52%	65
2024 Q4	$3.02M	Buy	48,470 +13,640	+39%	+$890K	0.71%	37
2024 Q3	$2.5M	Sell	34,830 -4,880	-12%	-$334K	0.59%	54
2024 Q2	$2.53M	Sell	39,710 -1,330	-3%	-$82.3K	0.54%	49
2024 Q1	$2.51M	Sell	41,040 -1,350	-3%	-$81.1K	0.57%	43
2023 Q4	$2.5M	Sell	42,390 -7,220	-15%	-$410K	0.68%	43
2023 Q3	$2.78M	Buy	49,610 +1,760	+4%	+$106K	0.62%	52
2023 Q2	$2.88M	Sell	47,850 -2,020	-4%	-$126K	0.67%	48
2023 Q1	$3.09M	Buy	49,870 +7,600	+18%	+$460K	0.8%	38
2022 Q4	$2.69M	Buy	42,270 +8,060	+24%	+$487K	0.85%	38
2022 Q3	$1.92M	Buy	34,210 +410	+1%	+$25.5K	0.49%	60
2022 Q2	$2.13M	Hold	33,800	–	–	0.64%	37
2022 Q1	$2.1M	Buy	33,800 +16,800	+99%	+$1.02M	0.7%	39
2021 Q4	$1.01M	Buy	+17,000	New	+$947K	0.47%	46

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

Stamos Capital Partners's KO Position: Q1 2026 in Review

Stamos Capital Partners reduced its Coca-Cola (KO) stake by 9.1% in Q1 2026, selling an estimated $417K and leaving 55,329 shares worth $4.21M. The position accounts for 0.66% of the portfolio, ranked #49.

Stamos Capital Partners first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.25M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Stamos Capital Partners held 55,329 shares of Coca-Cola worth $4.21M as of Q1 2026.
Stamos Capital Partners sold 5,520 Coca-Cola shares in Q1 2026, an estimated $417K.
Coca-Cola made up 0.66% of Stamos Capital Partners's portfolio in Q1 2026, its #49 holding.
Stamos Capital Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Stamos Capital Partners's Coca-Cola position peaked at $4.25M in Q4 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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