Bartlett & Co Wealth 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 | $12.8M | Sell |
163,629
-3,378
| -2% | -$255K | 0.16% | 92 |
|
|
2025
Q4 | $11.7M | Sell |
167,007
-494
| -0.3% | -$34.4K | 0.15% | 99 |
|
|
2025
Q3 | $11.2M | Sell |
167,501
-618
| -0.4% | -$42.5K | 0.15% | 104 |
|
|
2025
Q2 | $12M | Buy |
168,119
+383
| +0.2% | +$27.3K | 0.17% | 95 |
|
|
2025
Q1 | $12.1M | Sell |
167,736
-200
| -0.1% | -$13.4K | 0.18% | 92 |
|
|
2024
Q4 | $10.5M | Sell |
167,936
-13,773
| -8% | -$899K | 0.15% | 102 |
|
|
2024
Q3 | $13.1M | Sell |
181,709
-2,431
| -1% | -$166K | 0.19% | 87 |
|
|
2024
Q2 | $11.8M | Sell |
184,140
-6,755
| -4% | -$418K | 0.18% | 90 |
|
|
2024
Q1 | $11.8M | Sell |
190,895
-6,615
| -3% | -$397K | 0.18% | 94 |
|
|
2023
Q4 | $11.6M | Sell |
197,510
-1,359
| -0.7% | -$77.2K | 0.19% | 91 |
|
|
2023
Q3 | $11.2M | Sell |
198,869
-3,640
| -2% | -$218K | 0.2% | 88 |
|
|
2023
Q2 | $12.3M | Buy |
202,509
+36,933
| +22% | +$2.3M | 0.21% | 85 |
|
|
2023
Q1 | $10.3M | Sell |
165,576
-2,346
| -1% | -$142K | 0.2% | 92 |
|
|
2022
Q4 | $10.7M | Sell |
167,922
-1,057
| -0.6% | -$63.8K | 0.21% | 91 |
|
|
2022
Q3 | $9.54M | Buy |
168,979
+3,545
| +2% | +$220K | 0.21% | 92 |
|
|
2022
Q2 | $10.5M | Buy |
165,434
+150
| +0.1% | +$9.51K | 0.21% | 90 |
|
|
2022
Q1 | $10.3M | Sell |
165,284
-102
| -0.1% | -$6.2K | 0.18% | 98 |
|
|
2021
Q4 | $9.79M | Buy |
165,386
+2,850
| +2% | +$159K | 0.17% | 102 |
|
|
2021
Q3 | $8.6M | Sell |
162,536
-4,016
| -2% | -$224K | 0.16% | 102 |
|
|
2021
Q2 | $9.08M | Sell |
166,552
-4,626
| -3% | -$252K | 0.17% | 101 |
|
|
2021
Q1 | $9.09M | Sell |
171,178
-1,795
| -1% | -$90.3K | 0.18% | 97 |
|
|
2020
Q4 | $9.49M | Sell |
172,973
-319
| -0.2% | -$16.5K | 0.2% | 92 |
|
|
2020
Q3 | $8.63M | Sell |
173,292
-3,287
| -2% | -$158K | 0.2% | 93 |
|
|
2020
Q2 | $7.96M | Sell |
176,579
-1,686
| -0.9% | -$77.7K | 0.21% | 94 |
|
|
2020
Q1 | $7.96M | Sell |
178,265
-1,691
| -0.9% | -$91.3K | 0.24% | 89 |
|
|
2019
Q4 | $9.96M | Sell |
179,956
-1,547
| -0.9% | -$83.2K | 0.24% | 90 |
|
|
2019
Q3 | $9.95M | Buy |
181,503
+101,954
| +128% | +$5.46M | 0.26% | 92 |
|
|
2019
Q2 | $4.08M | Buy |
79,549
+702
| +0.9% | +$34.4K | 0.15% | 98 |
|
|
2019
Q1 | $3.73M | Sell |
78,847
-3,754
| -5% | -$176K | 0.14% | 100 |
|
|
2018
Q4 | $3.91M | Sell |
82,601
-85
| -0.1% | -$4.07K | 0.17% | 93 |
|
|
2018
Q3 | $3.85M | Sell |
82,686
-268
| -0.3% | -$12.2K | 0.14% | 97 |
|
|
2018
Q2 | $3.67M | Sell |
82,954
-2,248
| -3% | -$97.1K | 0.15% | 94 |
|
|
2018
Q1 | $3.73M | Buy |
+85,202
| New | +$3.83M | 0.15% | 92 |
|
Other funds holding KO
VCM
VPM
Bartlett & Co Wealth Management's KO Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Coca-Cola (KO) stake by 2% in Q1 2026, selling an estimated $255K and leaving 163,629 shares worth $12.8M. The position accounts for 0.16% of the portfolio, ranked #92.
Bartlett & Co Wealth Management first reported a position in KO in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.1M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Bartlett & Co Wealth Management held 163,629 shares of Coca-Cola worth $12.8M as of Q1 2026.
- Bartlett & Co Wealth Management sold 3,378 Coca-Cola shares in Q1 2026, an estimated $255K.
- Coca-Cola made up 0.16% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #92 holding.
- Bartlett & Co Wealth Management first reported a position in Coca-Cola in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Coca-Cola position peaked at $13.1M in Q3 2024.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.