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Becker Capital Management’s Coca-Cola KO Stock Holding History

Becker Capital 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 		$358K Sell
4,671
-86
-2% -$6.5K 0.01% 247
2025
Q4 		$333K Sell
4,757
-472
-9% -$32.9K 0.01% 259
2025
Q3 		$349K Hold
5,229
– – 0.01% 248
2025
Q2 		$373K Sell
5,229
-62
-1% -$4.42K 0.01% 236
2025
Q1 		$382K Sell
5,291
-120
-2% -$8.01K 0.01% 226
2024
Q4 		$337K Sell
5,411
-6,190
-53% -$404K 0.01% 228
2024
Q3 		$839K Hold
11,601
– – 0.03% 180
2024
Q2 		$744K Sell
11,601
-249
-2% -$15.4K 0.03% 178
2024
Q1 		$731K Buy
11,850
+6,190
+109% +$372K 0.03% 180
2023
Q4 		$334K Buy
5,660
+411
+8% +$23.3K 0.01% 220
2023
Q3 		$296K Sell
5,249
-1,058
-17% -$63.5K 0.01% 227
2023
Q2 		$383K Buy
6,307
+900
+17% +$56K 0.01% 223
2023
Q1 		$338K Buy
5,407
+100
+2% +$6.05K 0.01% 220
2022
Q4 		$338K Sell
5,307
-398
-7% -$24K 0.02% 158
2022
Q3 		$320K Hold
5,705
– – 0.02% 164
2022
Q2 		$359K Hold
5,705
– – 0.02% 163
2022
Q1 		$354K Sell
5,705
-28
-0.5% -$1.7K 0.01% 169
2021
Q4 		$339K Sell
5,733
-1,031
-15% -$57.4K 0.01% 168
2021
Q3 		$355K Buy
6,764
+122
+2% +$6.8K 0.02% 165
2021
Q2 		$359K Buy
6,642
+1,887
+40% +$103K 0.02% 166
2021
Q1 		$251K Sell
4,755
-1,360
-22% -$68.5K 0.01% 177
2020
Q4 		$335K Sell
6,115
-129
-2% -$6.67K 0.02% 155
2020
Q3 		$308K Buy
6,244
+641
+11% +$30.8K 0.02% 150
2020
Q2 		$250K Hold
5,603
– – 0.01% 157
2020
Q1 		$248K Sell
5,603
-125
-2% -$6.75K 0.02% 158
2019
Q4 		$317K Buy
5,728
+292
+5% +$15.7K 0.01% 155
2019
Q3 		$296K Buy
5,436
+97
+2% +$5.19K 0.01% 149
2019
Q2 		$272K Sell
5,339
-230
-4% -$11.3K 0.01% 155
2019
Q1 		$261K Sell
5,569
-30
-0.5% -$1.4K 0.01% 179
2018
Q4 		$265K Sell
5,599
-1,570
-22% -$75.1K 0.01% 158
2018
Q3 		$331K Hold
7,169
– – 0.01% 151
2018
Q2 		$314K Sell
7,169
-267
-4% -$11.5K 0.01% 136
2018
Q1 		$323K Sell
7,436
-1,749
-19% -$78.6K 0.01% 140
2017
Q4 		$421K Buy
9,185
+1,448
+19% +$66.6K 0.01% 124
2017
Q3 		$348K Buy
7,737
+2,029
+36% +$92.3K 0.01% 122
2017
Q2 		$256K Hold
5,708
– – 0.01% 122
2017
Q1 		$242K Hold
5,708
– – 0.01% 128
2016
Q4 		$237K Buy
5,708
+291
+5% +$12.1K 0.01% 131
2016
Q3 		$229K Buy
5,417
+545
+11% +$23.9K 0.01% 128
2016
Q2 		$221K Buy
+4,872
New +$220K 0.01% 126

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

Becker Capital Management's KO Position: Q1 2026 in Review

Becker Capital Management reduced its Coca-Cola (KO) stake by 1.8% in Q1 2026, selling an estimated $6.5K and leaving 4,671 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #247.

Becker Capital Management first reported a position in KO in Q2 2016 and has held it in 40 quarters since. The position peaked at $839K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Becker Capital Management held 4,671 shares of Coca-Cola worth $358K as of Q1 2026.
  • Becker Capital Management sold 86 Coca-Cola shares in Q1 2026, an estimated $6.5K.
  • Coca-Cola made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #247 holding.
  • Becker Capital Management first reported a position in Coca-Cola in Q2 2016 and has held it in 40 quarters since.
  • Becker Capital Management's Coca-Cola position peaked at $839K in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.