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Sweeney & Michel’s Coca-Cola KO Stock Holding History

Sweeney & Michel’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 		$213K Buy
+2,449
New +$193K 0.06% 158
2023
Q2 		– Sell
-3,397
Closed -$205K – 102
2023
Q1 		$205K Buy
+3,397
New +$206K 0.11% 98

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 $3.37T AUM 44.26% 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

Sweeney & Michel's KO Position: Q2 2026 in Review

Sweeney & Michel opened a new position in Coca-Cola (KO) in Q2 2026: 2,449 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings. This is a return to the name: Sweeney & Michel previously reported a position in KO as recently as Q1 2023.

Sweeney & Michel first reported a position in KO in Q1 2023 and has held it in 2 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sweeney & Michel held 2,449 shares of Coca-Cola worth $213K as of Q2 2026.
  • Coca-Cola was a new Sweeney & Michel position in Q2 2026.
  • Coca-Cola made up 0.06% of Sweeney & Michel's portfolio in Q2 2026, its #158 holding.
  • Sweeney & Michel first reported a position in Coca-Cola in Q1 2023 and has held it in 2 quarters since.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.