Sterling Capital Management’s Coca-Cola KO Stock Holding History

Sterling 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	$11.9M	Sell	156,623 -21,399	-12%	-$1.62M	0.23%	84
2025 Q4	$12.4M	Buy	178,022 +18,147	+11%	+$1.27M	0.2%	85
2025 Q3	$10.6M	Sell	159,875 -1,792	-1%	-$123K	0.16%	88
2025 Q2	$11.4M	Buy	161,667 +7,793	+5%	+$555K	0.16%	90
2025 Q1	$11M	Sell	153,874 -7,004	-4%	-$468K	0.17%	77
2024 Q4	$10M	Buy	160,878 +3,943	+3%	+$257K	0.14%	96
2024 Q3	$11.3M	Buy	+156,935	New	+$10.7M	0.15%	99
2019 Q3	$8.29M	Buy	152,262 +197	+0.1%	+$10.5K	0.08%	195
2019 Q2	$7.74M	Sell	152,065 -3,286	-2%	-$161K	0.07%	209
2019 Q1	$7.28M	Sell	155,351 -14,540	-9%	-$680K	0.07%	204
2018 Q4	$8.04M	Buy	169,891 +202	+0.1%	+$9.67K	0.09%	190
2018 Q3	$7.84M	Sell	169,689 -1,353	-0.8%	-$61.8K	0.07%	211
2018 Q2	$7.5M	Sell	171,042 -857	-0.5%	-$37K	0.07%	210
2018 Q1	$7.47M	Buy	+171,899	New	+$7.72M	0.07%	217

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

Sterling Capital Management's KO Position: Q1 2026 in Review

Sterling Capital Management reduced its Coca-Cola (KO) stake by 12% in Q1 2026, selling an estimated $1.62M and leaving 156,623 shares worth $11.9M. The position accounts for 0.23% of the portfolio, ranked #84.

Sterling Capital Management first reported a position in KO in Q1 2018 and has held it in 14 quarters since. The position peaked at $12.4M in Q4 2025. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sterling Capital Management held 156,623 shares of Coca-Cola worth $11.9M as of Q1 2026.
Sterling Capital Management sold 21,399 Coca-Cola shares in Q1 2026, an estimated $1.62M.
Coca-Cola made up 0.23% of Sterling Capital Management's portfolio in Q1 2026, its #84 holding.
Sterling Capital Management first reported a position in Coca-Cola in Q1 2018 and has held it in 14 quarters since.
Sterling Capital Management's Coca-Cola position peaked at $12.4M in Q4 2025.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.