Arcadia Investment Management’s Coca-Cola KO Stock Holding History

Arcadia Investment Management’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	$2.85K	Hold	38	–	–	﹤0.01%	224
2025 Q4	$2.62K	Buy	38 +11	+41%	+$767	﹤0.01%	237
2025 Q3	$1.76K	Hold	27	–	–	﹤0.01%	243
2025 Q2	$1.88K	Hold	27	–	–	﹤0.01%	240
2025 Q1	$1.9K	Hold	27	–	–	﹤0.01%	259
2024 Q4	$1.65K	Hold	27	–	–	﹤0.01%	295
2024 Q3	$1.91K	Sell	27 -171	-86%	-$11.7K	﹤0.01%	245
2024 Q2	$12.6K	Hold	198	–	–	﹤0.01%	262
2024 Q1	$12.1K	Sell	198 -474	-71%	-$28.5K	﹤0.01%	268
2023 Q4	$39.6K	Buy	672 +7	+1%	+$398	0.01%	223
2023 Q3	$37.2K	Buy	665 +4	+0.6%	+$240	0.01%	231
2023 Q2	$39.8K	Buy	661 +3	+0.5%	+$187	0.01%	231
2023 Q1	$40.8K	Buy	658 +27	+4%	+$1.64K	0.01%	244
2022 Q4	$40.2K	Buy	631 +3	+0.5%	+$181	0.01%	235
2022 Q3	$35K	Hold	628	–	–	0.01%	206
2022 Q2	$40K	Hold	628	–	–	0.01%	209
2022 Q1	$39K	Hold	628	–	–	0.01%	218
2021 Q4	$37K	Hold	628	–	–	0.01%	222
2021 Q3	$33K	Hold	628	–	–	0.01%	218
2021 Q2	$34K	Sell	628 -457	-42%	-$24.9K	0.01%	220
2021 Q1	$57K	Buy	+1,085	New	+$54.6K	0.01%	185
2020 Q4	–	Sell	-1,500	Closed	-$74K	–	272
2020 Q3	$74K	Hold	1,500	–	–	0.02%	165
2020 Q2	$67K	Hold	1,500	–	–	0.02%	161
2020 Q1	$66K	Hold	1,500	–	–	0.02%	164
2019 Q4	$83K	Hold	1,500	–	–	0.02%	168
2019 Q3	$82K	Hold	1,500	–	–	0.02%	168
2019 Q2	$76K	Hold	1,500	–	–	0.02%	175
2019 Q1	$70K	Hold	1,500	–	–	0.02%	170
2018 Q4	$71K	Sell	1,500 -472	-24%	-$22.6K	0.02%	159
2018 Q3	$91K	Sell	1,972 -630	-24%	-$28.8K	0.02%	163
2018 Q2	$114K	Hold	2,602	–	–	0.03%	150
2018 Q1	$113K	Sell	2,602 -197	-7%	-$8.85K	0.03%	153
2017 Q4	$128K	Sell	2,799 -200	-7%	-$9.19K	0.04%	142
2017 Q3	$135K	Hold	2,999	–	–	0.04%	139
2017 Q2	$135K	Hold	2,999	–	–	0.04%	140
2017 Q1	$127K	Sell	2,999 -300	-9%	-$12.5K	0.04%	140
2016 Q4	$137K	Buy	3,299 +330	+11%	+$13.7K	0.04%	137
2016 Q3	$126K	Sell	2,969 -500	-14%	-$21.9K	0.04%	131
2016 Q2	$157K	Buy	3,469 +52	+2%	+$2.35K	0.05%	123
2016 Q1	$159K	Sell	3,417 -140	-4%	-$6.09K	0.05%	117
2015 Q4	$153K	Buy	3,557 +907	+34%	+$38.5K	0.05%	120
2015 Q3	$112K	Hold	2,650	–	–	0.03%	114
2015 Q2	$112K	Buy	+2,650	New	+$108K	0.03%	116

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

Arcadia Investment Management's KO Position: Q1 2026 in Review

Arcadia Investment Management held its Coca-Cola (KO) position steady in Q1 2026 at 38 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Arcadia Investment Management first reported a position in KO in Q2 2015 and has held it in 43 quarters since. The position peaked at $159K in Q1 2016. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Arcadia Investment Management held 38 shares of Coca-Cola worth $2.85K as of Q1 2026.
Arcadia Investment Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #224 holding.
Arcadia Investment Management first reported a position in Coca-Cola in Q2 2015 and has held it in 43 quarters since.
Arcadia Investment Management's Coca-Cola position peaked at $159K in Q1 2016.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.