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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Swan Capital's KO Position: Q1 2026 in Review

Swan Capital reduced its Coca-Cola (KO) stake by 4.3% in Q1 2026, selling an estimated $3.33K and leaving 974 shares worth $74.1K. The position accounts for 0.03% of the portfolio, ranked #63.

Swan Capital first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Swan Capital held 974 shares of Coca-Cola worth $74.1K as of Q1 2026.
  • Swan Capital sold 44 Coca-Cola shares in Q1 2026, an estimated $3.33K.
  • Coca-Cola made up 0.03% of Swan Capital's portfolio in Q1 2026, its #63 holding.
  • Swan Capital first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.