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 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Suncoast Equity Management's KO Position: Q2 2026 in Review

Suncoast Equity Management sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 4,460 shares — an estimated $339K sold.

Suncoast Equity Management first reported a position in KO in Q1 2020 and held it in 4 quarters. The position peaked at $457K in Q2 2020. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Suncoast Equity Management reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Suncoast Equity Management sold 4,460 Coca-Cola shares in Q2 2026, an estimated $339K.
Suncoast Equity Management first reported a position in Coca-Cola in Q1 2020 and held it in 4 quarters.
Suncoast Equity Management's Coca-Cola position peaked at $457K in Q2 2020.
3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.