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BBR Partners’s Coca-Cola KO Stock Holding History

BBR Partners’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 		$2.43M Sell
31,906
-3,994
-11% -$302K 0.14% 67
2025
Q4 		$2.51M Buy
35,900
+1,450
+4% +$101K 0.13% 67
2025
Q3 		$2.28M Buy
34,450
+154
+0.4% +$10.6K 0.13% 68
2025
Q2 		$2.43M Buy
34,296
+5,724
+20% +$408K 0.15% 64
2025
Q1 		$2.05M Sell
28,572
-163
-0.6% -$10.9K 0.14% 64
2024
Q4 		$1.79M Buy
28,735
+3,282
+13% +$214K 0.12% 68
2024
Q3 		$1.83M Sell
25,453
-321
-1% -$22K 0.14% 57
2024
Q2 		$1.64M Buy
25,774
+6,587
+34% +$408K 0.13% 58
2024
Q1 		$1.17M Buy
19,187
+5,255
+38% +$316K 0.09% 85
2023
Q4 		$821K Sell
13,932
-3,886
-22% -$221K 0.08% 75
2023
Q3 		$997K Buy
17,818
+4,426
+33% +$265K 0.11% 61
2023
Q2 		$806K Sell
13,392
-1,116
-8% -$69.4K 0.09% 76
2023
Q1 		$900K Buy
14,508
+363
+3% +$22K 0.1% 73
2022
Q4 		$900K Buy
14,145
+1,084
+8% +$65.4K 0.1% 78
2022
Q3 		$732K Sell
13,061
-8,152
-38% -$507K 0.09% 87
2022
Q2 		$1.33M Buy
21,213
+2,500
+13% +$158K 0.16% 63
2022
Q1 		$1.16M Buy
18,713
+3,901
+26% +$237K 0.11% 81
2021
Q4 		$877K Sell
14,812
-253
-2% -$14.1K 0.1% 90
2021
Q3 		$790K Sell
15,065
-20,344
-57% -$1.13M 0.07% 103
2021
Q2 		$1.92M Sell
35,409
-59,498
-63% -$3.24M 0.15% 56
2021
Q1 		$5M Buy
94,907
+1,523
+2% +$76.7K 0.41% 24
2020
Q4 		$5.12M Buy
93,384
+28
+0% +$1.45K 0.42% 19
2020
Q3 		$4.61M Sell
93,356
-1,981
-2% -$95.3K 0.39% 23
2020
Q2 		$4.26M Sell
95,337
-6,665
-7% -$307K 0.54% 16
2020
Q1 		$4.51M Buy
102,002
+33
+0% +$1.78K 0.67% 13
2019
Q4 		$5.64M Buy
101,969
+44
+0% +$2.37K 0.62% 19
2019
Q3 		$5.55M Buy
101,925
+207
+0.2% +$11.1K 0.85% 13
2019
Q2 		$5.18M Sell
101,718
-204
-0.2% -$10K 0.83% 13
2019
Q1 		$4.78M Sell
101,922
-241
-0.2% -$11.3K 0.62% 23
2018
Q4 		$4.84M Buy
102,163
+445
+0.4% +$21.3K 0.64% 22
2018
Q3 		$4.7M Sell
101,718
-30,089
-23% -$1.37M 0.68% 15
2018
Q2 		$5.78M Buy
131,807
+27,414
+26% +$1.18M 0.97% 13
2018
Q1 		$4.53M Buy
104,393
+22,519
+28% +$1.01M 0.81% 11
2017
Q4 		$3.76M Buy
81,874
+28
+0% +$1.29K 0.7% 12
2017
Q3 		$3.68M Buy
81,846
+450
+0.6% +$20.5K 0.78% 10
2017
Q2 		$3.65M Sell
81,396
-3,895
-5% -$172K 0.78% 11
2017
Q1 		$3.62M Sell
85,291
-14,709
-15% -$614K 0.78% 11
2016
Q4 		$4.15M Sell
100,000
-3,000
-3% -$125K 0.72% 12
2016
Q3 		$4.36M Hold
103,000
– – 0.73% 13
2016
Q2 		$4.67M Sell
103,000
-100
-0.1% -$4.52K 0.78% 12
2016
Q1 		$4.78M Buy
+103,100
New +$4.49M 0.82% 12

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBR Partners's KO Position: Q1 2026 in Review

BBR Partners reduced its Coca-Cola (KO) stake by 11% in Q1 2026, selling an estimated $302K and leaving 31,906 shares worth $2.43M. The position accounts for 0.14% of the portfolio, ranked #67.

BBR Partners first reported a position in KO in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.78M in Q2 2018. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • BBR Partners held 31,906 shares of Coca-Cola worth $2.43M as of Q1 2026.
  • BBR Partners sold 3,994 Coca-Cola shares in Q1 2026, an estimated $302K.
  • Coca-Cola made up 0.14% of BBR Partners's portfolio in Q1 2026, its #67 holding.
  • BBR Partners first reported a position in Coca-Cola in Q1 2016 and has held it in 41 quarters since.
  • BBR Partners's Coca-Cola position peaked at $5.78M in Q2 2018.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.