Allred Capital Management’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
$2.84M Buy
37,314
+222
+0.6% +$16.8K 1.03% 24
2025
Q4
$2.59M Buy
37,092
+56
+0.2% +$3.9K 0.94% 25
2025
Q3
$2.46M Buy
37,036
+27
+0.1% +$1.86K 0.86% 28
2025
Q2
$2.62M Sell
37,009
-1,194
-3% -$85.1K 0.98% 25
2025
Q1
$2.74M Buy
38,203
+288
+0.8% +$19.2K 1.09% 22
2024
Q4
$2.36M Buy
37,915
+81
+0.2% +$5.29K 0.91% 25
2024
Q3
$2.72M Buy
37,834
+427
+1% +$29.2K 1.07% 21
2024
Q2
$2.38M Sell
37,407
-467
-1% -$28.9K 0.91% 23
2024
Q1
$2.32M Sell
37,874
-3,128
-8% -$188K 0.9% 24
2023
Q4
$2.42M Buy
41,002
+1,237
+3% +$70.3K 1.05% 17
2023
Q3
$2.23M Buy
39,765
+253
+0.6% +$15.2K 1.11% 16
2023
Q2
$2.38M Sell
39,512
-256
-0.6% -$15.9K 1.17% 14
2023
Q1
$2.47M Buy
39,768
+145
+0.4% +$8.78K 1.31% 11
2022
Q4
$2.52M Buy
39,623
+228
+0.6% +$13.8K 1.38% 12
2022
Q3
$2.21M Buy
39,395
+975
+3% +$60.6K 1.38% 11
2022
Q2
$2.42M Sell
38,420
-1,055
-3% -$66.9K 1.52% 9
2022
Q1
$2.45M Buy
39,475
+615
+2% +$37.4K 1.29% 10
2021
Q4
$2.3M Sell
38,860
-188
-0.5% -$10.5K 1.11% 16
2021
Q3
$2.05M Sell
39,048
-1,233
-3% -$68.7K 1.07% 17
2021
Q2
$2.18M Sell
40,281
-907
-2% -$49.3K 1.08% 17
2021
Q1
$2.17M Sell
41,188
-1,075
-3% -$54.1K 0.98% 16
2020
Q4
$2.32M Sell
42,263
-262
-0.6% -$13.5K 1.27% 13
2020
Q3
$2.1M Sell
42,525
-154
-0.4% -$7.41K 1.27% 13
2020
Q2
$1.91M Sell
42,679
-619
-1% -$28.5K 1.21% 14
2020
Q1
$1.92M Sell
43,298
-2,695
-6% -$146K 1.49% 11
2019
Q4
$2.55M Sell
45,993
-2,381
-5% -$128K 1.39% 13
2019
Q3
$2.64M Sell
48,374
-948
-2% -$50.8K 1.61% 13
2019
Q2
$2.56M Buy
49,322
+467
+1% +$22.9K 1.46% 13
2019
Q1
$2.27M Sell
48,855
-687
-1% -$32.1K 1.3% 15
2018
Q4
$2.35M Buy
+49,542
New +$2.37M 1.57% 13

Other funds holding KO

Allred Capital Management's KO Position: Q1 2026 in Review

Allred Capital Management increased its Coca-Cola (KO) stake by 0.6% in Q1 2026, buying an estimated $16.8K and bringing the position to 37,314 shares worth $2.84M. The position accounts for 1.03% of the portfolio, ranked #24.

Allred Capital Management first reported a position in KO in Q4 2018 and has held it in 30 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Allred Capital Management held 37,314 shares of Coca-Cola worth $2.84M as of Q1 2026.
  • Allred Capital Management bought 222 Coca-Cola shares in Q1 2026, an estimated $16.8K.
  • Coca-Cola made up 1.03% of Allred Capital Management's portfolio in Q1 2026, its #24 holding.
  • Allred Capital Management first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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