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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
Q2 		$229K Buy
2,818
+42
+2% +$3.32K 0.01% 98
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 $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 Global Investments's KO Position: Q2 2026 in Review

Swan Global Investments increased its Coca-Cola (KO) stake by 1.5% in Q2 2026, buying an estimated $3.32K and bringing the position to 2,818 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #98.

Swan Global Investments first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $325K in Q3 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Swan Global Investments held 2,818 shares of Coca-Cola worth $229K as of Q2 2026.
  • Swan Global Investments bought 42 Coca-Cola shares in Q2 2026, an estimated $3.32K.
  • Coca-Cola made up 0.01% of Swan Global Investments's portfolio in Q2 2026, its #98 holding.
  • Swan Global Investments first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • Swan Global Investments's Coca-Cola position peaked at $325K in Q3 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.