Sterling Manor Financial’s Coca-Cola KO Stock Holding History

Sterling Manor Financial’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	$242K	Sell	3,180 -90	-3%	-$6.8K	0.15%	32
2025 Q4	$229K	Hold	3,270	–	–	0.14%	34
2025 Q3	$217K	Hold	3,270	–	–	0.14%	33
2025 Q2	$231K	Buy	3,270 +57	+2%	+$4.06K	0.15%	30
2025 Q1	$230K	Hold	3,213	–	–	0.16%	28
2024 Q4	$200K	Hold	3,213	–	–	0.14%	28
2024 Q3	$231K	Hold	3,213	–	–	0.16%	25
2024 Q2	$205K	Buy	+3,213	New	+$199K	0.16%	24
2022 Q2	–	Sell	-4,155	Closed	-$258K	–	76
2022 Q1	$258K	Hold	4,155	–	–	0.21%	64
2021 Q4	$246K	Buy	+4,155	New	+$231K	0.19%	65

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 Manor Financial's KO Position: Q1 2026 in Review

Sterling Manor Financial reduced its Coca-Cola (KO) stake by 2.8% in Q1 2026, selling an estimated $6.8K and leaving 3,180 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #32.

Sterling Manor Financial first reported a position in KO in Q4 2021 and has held it in 10 quarters since. The position peaked at $258K in Q1 2022. 3,559 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sterling Manor Financial held 3,180 shares of Coca-Cola worth $242K as of Q1 2026.
Sterling Manor Financial sold 90 Coca-Cola shares in Q1 2026, an estimated $6.8K.
Coca-Cola made up 0.15% of Sterling Manor Financial's portfolio in Q1 2026, its #32 holding.
Sterling Manor Financial first reported a position in Coca-Cola in Q4 2021 and has held it in 10 quarters since.
Sterling Manor Financial's Coca-Cola position peaked at $258K in Q1 2022.
3,559 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.