Anchor Capital Advisors’s Coca-Cola KO Stock Holding History

Anchor Capital Advisors’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	$1.13M	Sell	14,832 -589	-4%	-$44.5K	0.03%	157
2025 Q4	$1.08M	Sell	15,421 -1,242	-7%	-$86.6K	0.03%	167
2025 Q3	$1.11M	Sell	16,663 -1,730	-9%	-$119K	0.03%	170
2025 Q2	$1.3M	Sell	18,393 -2,145	-10%	-$153K	0.04%	155
2025 Q1	$1.47M	Sell	20,538 -1,815	-8%	-$121K	0.04%	149
2024 Q4	$1.39M	Sell	22,353 -5,190	-19%	-$339K	0.04%	164
2024 Q3	$1.98M	Sell	27,543 -1,291	-4%	-$88.4K	0.05%	139
2024 Q2	$1.84M	Sell	28,834 -2,517	-8%	-$156K	0.05%	137
2024 Q1	$1.92M	Sell	31,351 -4,794	-13%	-$288K	0.05%	131
2023 Q4	$2.13M	Sell	36,145 -2,924	-7%	-$166K	0.06%	127
2023 Q3	$2.19M	Sell	39,069 -121	-0.3%	-$7.26K	0.06%	127
2023 Q2	$2.36M	Sell	39,190 -115	-0.3%	-$7.15K	0.06%	133
2023 Q1	$2.44M	Sell	39,305 -1,435	-4%	-$86.9K	0.06%	125
2022 Q4	$2.59M	Sell	40,740 -196	-0.5%	-$11.8K	0.07%	125
2022 Q3	$2.29M	Sell	40,936 -4,842	-11%	-$301K	0.06%	130
2022 Q2	$2.88M	Hold	45,778	–	–	0.07%	124
2022 Q1	$2.84M	Sell	45,778 -1,140	-2%	-$69.3K	0.06%	132
2021 Q4	$2.78M	Sell	46,918 -2,933	-6%	-$163K	0.06%	135
2021 Q3	$2.62M	Sell	49,851 -3,765	-7%	-$210K	0.05%	131
2021 Q2	$2.9M	Sell	53,616 -1,411	-3%	-$76.8K	0.06%	132
2021 Q1	$2.9M	Sell	55,027 -542	-1%	-$27.3K	0.06%	131
2020 Q4	$3.05M	Sell	55,569 -1,379	-2%	-$71.3K	0.07%	126
2020 Q3	$2.81M	Sell	56,948 -40	-0.1%	-$1.92K	0.07%	123
2020 Q2	$2.55M	Sell	56,988 -3,570	-6%	-$164K	0.07%	119
2020 Q1	$2.68M	Sell	60,558 -1,000	-2%	-$54K	0.08%	114
2019 Q4	$3.41M	Sell	61,558 -1,292	-2%	-$69.5K	0.07%	110
2019 Q3	$3.42M	Sell	62,850 -9,138	-13%	-$489K	0.12%	108
2019 Q2	$3.67M	Sell	71,988 -15,094	-17%	-$740K	0.13%	105
2019 Q1	$4.08K	Sell	87,082 -21,670	-20%	-$1.01M	0.09%	101
2018 Q4	$5.15M	Sell	108,752 -5,038	-4%	-$241K	0.21%	102
2018 Q3	$5.26M	Sell	113,790 -9,350	-8%	-$427K	0.19%	100
2018 Q2	$5.4M	Sell	123,140 -3,265	-3%	-$141K	0.2%	100
2018 Q1	$5.49M	Sell	126,405 -5,783	-4%	-$260K	0.19%	101
2017 Q4	$6.07M	Sell	132,188 -1,865	-1%	-$85.7K	0.21%	102
2017 Q3	$6.03M	Sell	134,053 -11,559	-8%	-$526K	0.22%	99
2017 Q2	$6.53M	Sell	145,612 -24,841	-15%	-$1.1M	0.24%	101
2017 Q1	$7.23M	Sell	170,453 -11,795	-6%	-$492K	0.25%	102
2016 Q4	$7.56M	Sell	182,248 -26,760	-13%	-$1.11M	0.29%	100
2016 Q3	$8.85M	Buy	209,008 +24,810	+13%	+$1.09M	0.3%	93
2016 Q2	$8.35M	Sell	184,198 -643	-0.3%	-$29.1K	0.21%	97
2016 Q1	$8.57M	Sell	184,841 -3,554	-2%	-$155K	0.21%	101
2015 Q4	$8.09M	Sell	188,395 -4,385	-2%	-$186K	0.2%	99
2015 Q3	$7.73M	Sell	192,780 -373	-0.2%	-$14.9K	0.2%	99
2015 Q2	$7.58M	Sell	193,153 -2,655	-1%	-$108K	0.17%	111
2015 Q1	$7.94M	Sell	195,808 -167	-0.1%	-$6.99K	0.17%	112
2014 Q4	$8.27M	Buy	195,975 +2,351	+1%	+$100K	0.17%	113
2014 Q3	$8.26M	Sell	193,624 -7,189	-4%	-$297K	0.17%	111
2014 Q2	$8.51M	Buy	200,813 +93	+0%	+$3.77K	0.16%	109
2014 Q1	$7.76M	Sell	200,720 -2,642	-1%	-$102K	0.15%	112
2013 Q4	$8.4M	Sell	203,362 -716	-0.4%	-$28.2K	0.17%	107
2013 Q3	$7.73M	Sell	204,078 -275	-0.1%	-$10.9K	0.17%	104
2013 Q2	$8.2M	Buy	+204,353	New	+$8.46M	0.18%	98

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Anchor Capital Advisors's KO Position: Q1 2026 in Review

Anchor Capital Advisors reduced its Coca-Cola (KO) stake by 3.8% in Q1 2026, selling an estimated $44.5K and leaving 14,832 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #157.

Anchor Capital Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.85M in Q3 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Anchor Capital Advisors held 14,832 shares of Coca-Cola worth $1.13M as of Q1 2026.
Anchor Capital Advisors sold 589 Coca-Cola shares in Q1 2026, an estimated $44.5K.
Coca-Cola made up 0.03% of Anchor Capital Advisors's portfolio in Q1 2026, its #157 holding.
Anchor Capital Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Anchor Capital Advisors's Coca-Cola position peaked at $8.85M in Q3 2016.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.