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Swan Capital’s Coca-Cola KO Stock Holding History

Swan Capital’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 		$73.1K Sell
900
-74
-8% -$5.84K 0.03% 74
2026
Q1 		$74.1K Sell
974
-44
-4% -$3.33K 0.03% 63
2025
Q4 		$71.2K Buy
1,018
+67
+7% +$4.67K 0.03% 68
2025
Q3 		$63.1K Buy
951
+51
+6% +$3.51K 0.03% 71
2025
Q2 		$63.7K Buy
900
+700
+350% +$49.9K 0.03% 65
2025
Q1 		$14.3K Hold
200
– – 0.01% 121
2024
Q4 		$12.5K Hold
200
– – 0.01% 120
2024
Q3 		$14.4K Hold
200
– – 0.01% 125
2024
Q2 		$12.7K Buy
+200
New +$12.4K 0.01% 117

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 $3.38T AUM 44.17% 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

Swan Capital's KO Position: Q2 2026 in Review

Swan Capital reduced its Coca-Cola (KO) stake by 7.6% in Q2 2026, selling an estimated $5.84K and leaving 900 shares worth $73.1K. The position accounts for 0.03% of the portfolio, ranked #74.

Swan Capital first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $74.1K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Swan Capital held 900 shares of Coca-Cola worth $73.1K as of Q2 2026.
  • Swan Capital sold 74 Coca-Cola shares in Q2 2026, an estimated $5.84K.
  • Coca-Cola made up 0.03% of Swan Capital's portfolio in Q2 2026, its #74 holding.
  • Swan Capital first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Coca-Cola position peaked at $74.1K in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.