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 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

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

Suncoast Equity Management's KO Position: Q1 2026 in Review

Suncoast Equity Management opened a new position in Coca-Cola (KO) in Q1 2026: 4,460 shares worth $339K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings. This is a return to the name: Suncoast Equity Management previously reported a position in KO as recently as Q2 2023.

Suncoast Equity Management first reported a position in KO in Q1 2020 and has held it in 4 quarters since. The position peaked at $457K in Q2 2020. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Suncoast Equity Management held 4,460 shares of Coca-Cola worth $339K as of Q1 2026.
Coca-Cola was a new Suncoast Equity Management position in Q1 2026.
Coca-Cola made up 0.04% of Suncoast Equity Management's portfolio in Q1 2026, its #75 holding.
Suncoast Equity Management first reported a position in Coca-Cola in Q1 2020 and has held it in 4 quarters since.
Suncoast Equity Management's Coca-Cola position peaked at $457K in Q2 2020.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.