Baltimore-Washington Financial Advisors’s Coca-Cola KO Stock Holding History

Baltimore-Washington Financial 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	$389K	Buy	5,113 +420	+9%	+$31.8K	0.02%	137
2025 Q4	$328K	Sell	4,693 -298	-6%	-$20.8K	0.01%	149
2025 Q3	$331K	Buy	4,991 +4	+0.1%	+$275	0.01%	141
2025 Q2	$353K	Buy	4,987 +396	+9%	+$28.2K	0.02%	130
2025 Q1	$329K	Buy	4,591 +228	+5%	+$15.2K	0.02%	120
2024 Q4	$272K	Sell	4,363 -144	-3%	-$9.4K	0.01%	126
2024 Q3	$324K	Sell	4,507 -84	-2%	-$5.75K	0.02%	118
2024 Q2	$292K	Sell	4,591 -319	-6%	-$19.7K	0.02%	117
2024 Q1	$300K	Sell	4,910 -1,861	-27%	-$112K	0.02%	109
2023 Q4	$399K	Sell	6,771 -337	-5%	-$19.1K	0.03%	112
2023 Q3	$398K	Sell	7,108 -45	-0.6%	-$2.7K	0.03%	114
2023 Q2	$431K	Sell	7,153 -71	-1%	-$4.42K	0.03%	111
2023 Q1	$448K	Buy	7,224 +275	+4%	+$16.6K	0.04%	109
2022 Q4	$442K	Sell	6,949 -32	-0.5%	-$1.93K	0.04%	109
2022 Q3	$574K	Buy	6,981 +521	+8%	+$32.4K	0.05%	105
2022 Q2	$406K	Buy	6,460 +1,263	+24%	+$80.1K	0.04%	97
2022 Q1	$278K	Buy	+5,197	New	+$316K	0.03%	127
2021 Q4	–	Sell	-5,189	Closed	-$289K	–	100
2021 Q3	$272K	Buy	5,189 +4	+0.1%	+$223	0.02%	111
2021 Q2	$280K	Buy	5,185 +4	+0.1%	+$218	0.03%	109
2021 Q1	$273K	Buy	+5,181	New	+$261K	0.03%	109
2020 Q4	–	Sell	-4,272	Closed	-$210K	–	123
2020 Q3	$210K	Buy	+4,272	New	+$205K	0.03%	110
2015 Q4	–	Sell	-1,144	Closed	-$45K	–	181
2015 Q3	$45K	Buy	1,144 +304	+36%	+$12.2K	0.01%	129
2015 Q2	$32K	Sell	840 -200	-19%	-$8.13K	0.01%	147
2015 Q1	$42K	Sell	1,040 -400	-28%	-$16.7K	0.01%	139
2014 Q4	$61K	Sell	1,440 -362	-20%	-$15.5K	0.02%	127
2014 Q3	$77K	Buy	1,802 +152	+9%	+$6.28K	0.02%	123
2014 Q2	$70K	Buy	1,650 +350	+27%	+$14.2K	0.02%	140
2014 Q1	$50K	Hold	1,300	–	–	0.02%	134
2013 Q4	$54K	Hold	1,300	–	–	0.02%	159
2013 Q3	$49K	Hold	1,300	–	–	0.02%	119
2013 Q2	$52K	Buy	+1,300	New	+$53.8K	0.02%	103

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

Baltimore-Washington Financial Advisors's KO Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors increased its Coca-Cola (KO) stake by 8.9% in Q1 2026, buying an estimated $31.8K and bringing the position to 5,113 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #137.

Baltimore-Washington Financial Advisors first reported a position in KO in Q2 2013 and has held it in 31 quarters since. The position peaked at $574K in Q3 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Baltimore-Washington Financial Advisors held 5,113 shares of Coca-Cola worth $389K as of Q1 2026.
Baltimore-Washington Financial Advisors bought 420 Coca-Cola shares in Q1 2026, an estimated $31.8K.
Coca-Cola made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #137 holding.
Baltimore-Washington Financial Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 31 quarters since.
Baltimore-Washington Financial Advisors's Coca-Cola position peaked at $574K in Q3 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.