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StoneX Group’s Coca-Cola KO Stock Holding History

StoneX Group’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 		$980K Sell
12,812
-26,275
-67% -$1.99M 0.05% 265
2025
Q4 		$2.73M Sell
39,087
-3,537
-8% -$247K 0.12% 141
2025
Q3 		$2.85M Sell
42,624
-3,226
-7% -$222K 0.12% 149
2025
Q2 		$3.26M Sell
45,850
-2,894
-6% -$206K 0.16% 117
2025
Q1 		$3.5M Sell
48,744
-3,031
-6% -$202K 0.19% 108
2024
Q4 		$3.22M Buy
+51,775
New +$3.38M 0.18% 112
2022
Q2 		– Sell
-20,516
Closed -$1.28M – 643
2022
Q1 		$1.28M Buy
20,516
+3,483
+20% +$212K 0.12% 144
2021
Q4 		$1.01M Sell
17,033
-777
-4% -$43.3K 0.12% 170
2021
Q3 		$942K Buy
17,810
+735
+4% +$41K 0.14% 163
2021
Q2 		$929K Buy
17,075
+4,661
+38% +$254K 0.14% 163
2021
Q1 		$659K Sell
12,414
-255
-2% -$12.8K 0.12% 174
2020
Q4 		$695K Buy
12,669
+2,723
+27% +$141K 0.15% 140
2020
Q3 		$495K Buy
9,946
+16
+0.2% +$769 0.16% 153
2020
Q2 		$447K Buy
9,930
+844
+9% +$38.9K 0.17% 158
2020
Q1 		$405K Buy
9,086
+1,285
+16% +$69.4K 0.22% 139
2019
Q4 		$432K Sell
7,801
-1,563
-17% -$84K 0.18% 164
2019
Q3 		$514K Sell
9,364
-1,552
-14% -$83.1K 0.32% 104
2019
Q2 		$560K Buy
10,916
+1,667
+18% +$81.7K 0.36% 90
2019
Q1 		$437K Buy
+9,249
New +$433K 0.33% 101
2017
Q3 		– Sell
-59,400
Closed -$2.66M – 267
2017
Q2 		$2.66M Buy
59,400
+33,937
+133% +$1.5M 0.83% 14
2017
Q1 		$1.06M Sell
25,463
-194
-0.8% -$8.09K 2.36% 11
2016
Q4 		$1.06M Buy
25,657
+4,497
+21% +$187K 1.86% 13
2016
Q3 		$895K Buy
+21,160
New +$927K 2% 13

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

StoneX Group's KO Position: Q1 2026 in Review

StoneX Group reduced its Coca-Cola (KO) stake by 67% in Q1 2026, selling an estimated $1.99M and leaving 12,812 shares worth $980K. The position accounts for 0.05% of the portfolio, ranked #265.

StoneX Group first reported a position in KO in Q3 2016 and has held it in 23 quarters since. The position peaked at $3.5M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • StoneX Group held 12,812 shares of Coca-Cola worth $980K as of Q1 2026.
  • StoneX Group sold 26,275 Coca-Cola shares in Q1 2026, an estimated $1.99M.
  • Coca-Cola made up 0.05% of StoneX Group's portfolio in Q1 2026, its #265 holding.
  • StoneX Group first reported a position in Coca-Cola in Q3 2016 and has held it in 23 quarters since.
  • StoneX Group's Coca-Cola position peaked at $3.5M in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.