Aldebaran Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Buy |
16,166
+1,289
| +9% | +$97.4K | 1.17% | 22 |
|
|
2025
Q4 | $1.04M | Buy |
14,877
+2,060
| +16% | +$144K | 0.96% | 24 |
|
|
2025
Q3 | $850K | Buy |
12,817
+1,397
| +12% | +$96.2K | 0.85% | 28 |
|
|
2025
Q2 | $808K | Buy |
11,420
+15
| +0.1% | +$1.07K | 0.89% | 26 |
|
|
2025
Q1 | $817K | Buy |
11,405
+175
| +2% | +$11.7K | 1% | 25 |
|
|
2024
Q4 | $697K | Sell |
11,230
-481
| -4% | -$31.4K | 0.81% | 32 |
|
|
2024
Q3 | $842K | Buy |
11,711
+2,065
| +21% | +$141K | 0.99% | 28 |
|
|
2024
Q2 | $614K | Buy |
9,646
+439
| +5% | +$27.2K | 0.8% | 32 |
|
|
2024
Q1 | $563K | Sell |
9,207
-105
| -1% | -$6.31K | 0.8% | 34 |
|
|
2023
Q4 | $549K | Sell |
9,312
-1,325
| -12% | -$75.3K | 0.81% | 33 |
|
|
2023
Q3 | $595K | Sell |
10,637
-1,399
| -12% | -$83.9K | 0.93% | 31 |
|
|
2023
Q2 | $725K | Sell |
12,036
-1,090
| -8% | -$67.8K | 0.98% | 29 |
|
|
2023
Q1 | $814K | Sell |
13,126
-4,610
| -26% | -$279K | 1.05% | 30 |
|
|
2022
Q4 | $1.13M | Sell |
17,736
-700
| -4% | -$42.3K | 1.21% | 28 |
|
|
2022
Q3 | $1.03M | Buy |
18,436
+650
| +4% | +$40.4K | 1.14% | 30 |
|
|
2022
Q2 | $1.13M | Sell |
17,786
-125
| -0.7% | -$7.92K | 1.2% | 26 |
|
|
2022
Q1 | $1.11M | Buy |
17,911
+588
| +3% | +$35.8K | 0.86% | 36 |
|
|
2021
Q4 | $1.03M | Buy |
17,323
+35
| +0.2% | +$1.95K | 0.76% | 36 |
|
|
2021
Q3 | $907K | Buy |
17,288
+753
| +5% | +$42K | 0.73% | 42 |
|
|
2021
Q2 | $896K | Buy |
16,535
+1,653
| +11% | +$89.9K | 0.74% | 41 |
|
|
2021
Q1 | $784K | Sell |
14,882
-175
| -1% | -$8.81K | 0.69% | 43 |
|
|
2020
Q4 | $826K | Sell |
15,057
-5,573
| -27% | -$288K | 0.77% | 42 |
|
|
2020
Q3 | $1.02M | Sell |
20,630
-325
| -2% | -$15.6K | 1.06% | 32 |
|
|
2020
Q2 | $936K | Sell |
20,955
-9,436
| -31% | -$435K | 1.1% | 29 |
|
|
2020
Q1 | $1.34M | Sell |
30,391
-430
| -1% | -$23.2K | 1.31% | 24 |
|
|
2019
Q4 | $1.71M | Sell |
30,821
-310
| -1% | -$16.7K | 1.3% | 28 |
|
|
2019
Q3 | $1.7M | Buy |
31,131
+412
| +1% | +$22.1K | 1.14% | 32 |
|
|
2019
Q2 | $1.56M | Sell |
30,719
-137
| -0.4% | -$6.71K | 1.08% | 34 |
|
|
2019
Q1 | $1.45M | Sell |
30,856
-550
| -2% | -$25.7K | 1.02% | 35 |
|
|
2018
Q4 | $1.49M | Sell |
31,406
-8,552
| -21% | -$409K | 1.13% | 33 |
|
|
2018
Q3 | $1.85M | Buy |
39,958
+12
| +0% | +$548 | 1.2% | 31 |
|
|
2018
Q2 | $1.75M | Sell |
39,946
-1,436
| -3% | -$62K | 1.2% | 32 |
|
|
2018
Q1 | $1.8M | Sell |
41,382
-2,482
| -6% | -$111K | 1.21% | 31 |
|
|
2017
Q4 | $2.01M | Sell |
43,864
-497
| -1% | -$22.8K | 1.34% | 29 |
|
|
2017
Q3 | $2M | Buy |
44,361
+12
| +0% | +$546 | 1.38% | 27 |
|
|
2017
Q2 | $1.99M | Buy |
44,349
+2,818
| +7% | +$125K | 1.45% | 24 |
|
|
2017
Q1 | $1.76M | Sell |
41,531
-275
| -0.7% | -$11.5K | 1.34% | 26 |
|
|
2016
Q4 | $1.73M | Sell |
41,806
-652
| -2% | -$27.1K | 1.37% | 25 |
|
|
2016
Q3 | $1.8M | Sell |
42,458
-156
| -0.4% | -$6.84K | 1.42% | 25 |
|
|
2016
Q2 | $1.93M | Buy |
42,614
+918
| +2% | +$41.5K | 1.55% | 23 |
|
|
2016
Q1 | $1.93M | Buy |
41,696
+150
| +0.4% | +$6.53K | 1.69% | 23 |
|
|
2015
Q4 | $1.76M | Sell |
41,546
-2,479
| -6% | -$105K | 1.63% | 22 |
|
|
2015
Q3 | $1.77M | Buy |
44,025
+361
| +0.8% | +$14.5K | 1.67% | 22 |
|
|
2015
Q2 | $1.71M | Buy |
+43,664
| New | +$1.78M | 1.45% | 27 |
|
|
2014
Q2 | – | Sell |
-44,819
| Closed | -$1.73M | – | 126 |
|
|
2014
Q1 | $1.73M | Buy |
44,819
+4,755
| +12% | +$184K | 1.51% | 21 |
|
|
2013
Q4 | $1.66M | Buy |
+40,064
| New | +$1.58M | 1.57% | 18 |
|
Other funds holding KO
VCM
VPM
Aldebaran Financial's KO Position: Q1 2026 in Review
Aldebaran Financial increased its Coca-Cola (KO) stake by 8.7% in Q1 2026, buying an estimated $97.4K and bringing the position to 16,166 shares worth $1.23M. The position accounts for 1.17% of the portfolio, ranked #22.
Aldebaran Financial first reported a position in KO in Q4 2013 and has held it in 46 quarters since. The position peaked at $2.01M in Q4 2017. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Aldebaran Financial held 16,166 shares of Coca-Cola worth $1.23M as of Q1 2026.
- Aldebaran Financial bought 1,289 Coca-Cola shares in Q1 2026, an estimated $97.4K.
- Coca-Cola made up 1.17% of Aldebaran Financial's portfolio in Q1 2026, its #22 holding.
- Aldebaran Financial first reported a position in Coca-Cola in Q4 2013 and has held it in 46 quarters since.
- Aldebaran Financial's Coca-Cola position peaked at $2.01M in Q4 2017.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.