Susquehanna Fundamental Investments’s Coca-Cola KO Stock Holding History

Susquehanna Fundamental Investments’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	–	Sell	-11,100	Closed	-$776K	–	597
2025 Q4	$776K	Sell	11,100 -298,913	-96%	-$20.8M	0.03%	377
2025 Q3	$20.6M	Sell	310,013 -41,328	-12%	-$2.84M	0.8%	30
2025 Q2	$24.9M	Sell	351,341 -376,819	-52%	-$26.8M	0.67%	33
2025 Q1	$52.2M	Buy	728,160 +74,674	+11%	+$4.99M	0.73%	2
2024 Q4	$40.7M	Buy	+653,486	New	+$42.7M	0.58%	11
2024 Q2	$24M	Buy	+376,819	New	+$23.3M	0.55%	40
2021 Q4	–	Sell	-14,000	Closed	-$735K	–	1618
2021 Q3	$735K	Buy	14,000 +7,600	+119%	+$424K	0.01%	1028
2021 Q2	$346K	Sell	6,400 -1,981,284	-100%	-$108M	0.01%	1312
2021 Q1	$105M	Hold	1,987,684	–	–	1.79%	2
2020 Q4	$109M	Hold	1,987,684	–	–	1.99%	2
2020 Q3	$98.1M	Hold	1,987,684	–	–	2.93%	2
2020 Q2	$88.8M	Buy	+1,987,684	New	+$91.6M	4.24%	2
2020 Q1	–	Sell	-111,991	Closed	-$6.2M	–	362
2019 Q4	$6.2M	Buy	111,991 +47,891	+75%	+$2.57M	0.81%	26
2019 Q3	$3.49M	Hold	64,100	–	–	0.43%	75
2019 Q2	$3.26M	Buy	+64,100	New	+$3.14M	0.38%	88
2019 Q1	–	Sell	-19,465	Closed	-$922K	–	408
2018 Q4	$922K	Hold	19,465	–	–	0.16%	157
2018 Q3	$899K	Buy	+19,465	New	+$889K	0.15%	182

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

Susquehanna Fundamental Investments's KO Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 11,100 shares — an estimated $776K sold.

Susquehanna Fundamental Investments first reported a position in KO in Q3 2018 and held it in 17 quarters. The position peaked at $109M in Q4 2020. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Susquehanna Fundamental Investments reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Susquehanna Fundamental Investments sold 11,100 Coca-Cola shares in Q1 2026, an estimated $776K.
Susquehanna Fundamental Investments first reported a position in Coca-Cola in Q3 2018 and held it in 17 quarters.
Susquehanna Fundamental Investments's Coca-Cola position peaked at $109M in Q4 2020.
3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.