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Swan Global Investments’s Coca-Cola KO Stock Holding History

Swan Global 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 		$211K Sell
2,776
-1,500
-35% -$113K 0.01% 75
2025
Q4 		$299K Sell
4,276
-624
-13% -$43.5K 0.01% 67
2025
Q3 		$325K Buy
4,900
+871
+22% +$59.9K 0.01% 56
2025
Q2 		$285K Buy
4,029
+705
+21% +$50.2K 0.01% 59
2025
Q1 		$238K Buy
+3,324
New +$222K 0.01% 53

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 Global Investments's KO Position: Q1 2026 in Review

Swan Global Investments reduced its Coca-Cola (KO) stake by 35% in Q1 2026, selling an estimated $113K and leaving 2,776 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #75.

Swan Global Investments first reported a position in KO in Q1 2025 and has held it in 5 quarters since. The position peaked at $325K in Q3 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Swan Global Investments held 2,776 shares of Coca-Cola worth $211K as of Q1 2026.
  • Swan Global Investments sold 1,500 Coca-Cola shares in Q1 2026, an estimated $113K.
  • Coca-Cola made up 0.01% of Swan Global Investments's portfolio in Q1 2026, its #75 holding.
  • Swan Global Investments first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • Swan Global Investments's Coca-Cola position peaked at $325K in Q3 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.