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

Sunbeam 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
Q2 		$1.26M Buy
15,471
+180
+1% +$14.2K 0.57% 35
2026
Q1 		$1.16M Buy
15,291
+242
+2% +$18.3K 0.67% 31
2025
Q4 		$1.05M Sell
15,049
-298
-2% -$20.8K 0.62% 31
2025
Q3 		$1.03M Buy
15,347
+634
+4% +$43.6K 0.64% 31
2025
Q2 		$1.05M Buy
14,713
+1,021
+7% +$72.7K 0.79% 31
2025
Q1 		$988K Hold
13,692
– – 0.94% 29
2024
Q4 		$852K Buy
+13,692
New +$894K 0.79% 29

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sunbeam Capital Management's KO Position: Q2 2026 in Review

Sunbeam Capital Management increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $14.2K and bringing the position to 15,471 shares worth $1.26M. The position accounts for 0.57% of the portfolio, ranked #35.

Sunbeam Capital Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sunbeam Capital Management held 15,471 shares of Coca-Cola worth $1.26M as of Q2 2026.
  • Sunbeam Capital Management bought 180 Coca-Cola shares in Q2 2026, an estimated $14.2K.
  • Coca-Cola made up 0.57% of Sunbeam Capital Management's portfolio in Q2 2026, its #35 holding.
  • Sunbeam Capital Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.