Suncoast Equity Management’s Coca-Cola KO Stock Holding History

Suncoast Equity 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 Q3	$263K	Buy	+3,054	New	+$265K	0.03%	62
2026 Q2	–	Sell	-4,460	Closed	-$339K	–	82
2026 Q1	$339K	Buy	+4,460	New	+$337K	0.04%	75
2023 Q3	–	Sell	-5,648	Closed	-$340K	–	76
2023 Q2	$340K	Buy	+5,648	New	+$351K	0.05%	63
2020 Q3	–	Sell	-10,230	Closed	-$457K	–	39
2020 Q2	$457K	Buy	10,230 +1,145	+13%	+$52.7K	0.08%	28
2020 Q1	$402K	Buy	+9,085	New	+$491K	0.1%	27

Other funds holding KO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Suncoast Equity Management's KO Position: Q3 2026 in Review

Suncoast Equity Management opened a new position in Coca-Cola (KO) in Q3 2026: 3,054 shares worth $263K. The stake represents 0.03% of the portfolio and ranks #62 among its holdings. This is a return to the name: Suncoast Equity Management previously reported a position in KO as recently as Q1 2026.

Suncoast Equity Management first reported a position in KO in Q1 2020 and has held it in 5 quarters since. The position peaked at $457K in Q2 2020. 2,452 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Suncoast Equity Management held 3,054 shares of Coca-Cola worth $263K as of Q3 2026.
Coca-Cola was a new Suncoast Equity Management position in Q3 2026.
Coca-Cola made up 0.03% of Suncoast Equity Management's portfolio in Q3 2026, its #62 holding.
Suncoast Equity Management first reported a position in Coca-Cola in Q1 2020 and has held it in 5 quarters since.
Suncoast Equity Management's Coca-Cola position peaked at $457K in Q2 2020.
2,452 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Suncoast Equity Management's 13F filing for Q3 2026, filed 3 Nov 2026.