S
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Sunpointe’s Coca-Cola KO Stock Holding History

Sunpointe’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 		$915K Sell
11,255
-2,134
-16% -$169K 0.26% 93
2026
Q1 		$1.02M Sell
13,389
-33
-0.2% -$2.5K 0.33% 67
2025
Q4 		$938K Sell
13,422
-896
-6% -$62.5K 0.31% 62
2025
Q3 		$957K Buy
14,318
+481
+3% +$33.1K 0.35% 62
2025
Q2 		$986K Buy
13,837
+7,511
+119% +$535K 0.39% 60
2025
Q1 		$456K Sell
6,326
-440
-7% -$29.4K 0.24% 83
2024
Q4 		$421K Buy
6,766
+887
+15% +$57.9K 0.21% 92
2024
Q3 		$425K Sell
5,879
-618
-10% -$42.3K 0.35% 73
2024
Q2 		$417K Buy
6,497
+694
+12% +$43K 0.27% 78
2024
Q1 		$358K Buy
5,803
+314
+6% +$18.9K 0.4% 79
2023
Q4 		$323K Buy
+5,489
New +$312K 0.41% 77

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunpointe's KO Position: Q2 2026 in Review

Sunpointe reduced its Coca-Cola (KO) stake by 16% in Q2 2026, selling an estimated $169K and leaving 11,255 shares worth $915K. The position accounts for 0.26% of the portfolio, ranked #93.

Sunpointe first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sunpointe held 11,255 shares of Coca-Cola worth $915K as of Q2 2026.
  • Sunpointe sold 2,134 Coca-Cola shares in Q2 2026, an estimated $169K.
  • Coca-Cola made up 0.26% of Sunpointe's portfolio in Q2 2026, its #93 holding.
  • Sunpointe first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Coca-Cola position peaked at $1.02M in Q1 2026.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.