Blue Fin Capital’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 | $1.19M | Sell |
15,675
-1,323
| -8% | -$100K | 0.2% | 73 |
|
|
2025
Q4 | $1.19M | Sell |
16,998
-1,106
| -6% | -$77.1K | 0.18% | 72 |
|
|
2025
Q3 | $1.2M | Sell |
18,104
-59
| -0.3% | -$4.06K | 0.19% | 74 |
|
|
2025
Q2 | $1.29M | Sell |
18,163
-561
| -3% | -$40K | 0.22% | 66 |
|
|
2025
Q1 | $1.34M | Sell |
18,724
-382
| -2% | -$25.5K | 0.26% | 63 |
|
|
2024
Q4 | $1.19M | Buy |
19,106
+25
| +0.1% | +$1.63K | 0.22% | 70 |
|
|
2024
Q3 | $1.37M | Sell |
19,081
-874
| -4% | -$59.8K | 0.26% | 65 |
|
|
2024
Q2 | $1.27M | Sell |
19,955
-360
| -2% | -$22.3K | 0.25% | 63 |
|
|
2024
Q1 | $1.24M | Sell |
20,315
-607
| -3% | -$36.5K | 0.28% | 66 |
|
|
2023
Q4 | $1.23M | Sell |
20,922
-2,457
| -11% | -$140K | 0.32% | 64 |
|
|
2023
Q3 | $1.31M | Sell |
23,379
-189
| -0.8% | -$11.3K | 0.38% | 60 |
|
|
2023
Q2 | $1.42M | Sell |
23,568
-71
| -0.3% | -$4.42K | 0.41% | 55 |
|
|
2023
Q1 | $1.51M | Sell |
23,639
-224
| -0.9% | -$13.6K | 0.49% | 48 |
|
|
2022
Q4 | $1.52M | Sell |
23,863
-772
| -3% | -$46.6K | 0.56% | 47 |
|
|
2022
Q3 | $1.38M | Sell |
24,635
-43
| -0.2% | -$2.67K | 0.52% | 48 |
|
|
2022
Q2 | $1.55M | Sell |
24,678
-192
| -0.8% | -$12.2K | 0.55% | 47 |
|
|
2022
Q1 | $1.54M | Buy |
24,870
+71
| +0.3% | +$4.32K | 0.45% | 52 |
|
|
2021
Q4 | $1.47M | Sell |
24,799
-386
| -2% | -$21.5K | 0.41% | 56 |
|
|
2021
Q3 | $1.32M | Sell |
25,185
-461
| -2% | -$25.7K | 0.4% | 57 |
|
|
2021
Q2 | $1.39M | Sell |
25,646
-1,766
| -6% | -$96.1K | 0.43% | 57 |
|
|
2021
Q1 | $1.44M | Sell |
27,412
-440
| -2% | -$22.1K | 0.49% | 56 |
|
|
2020
Q4 | $1.53M | Buy |
27,852
+2,845
| +11% | +$147K | 0.55% | 49 |
|
|
2020
Q3 | $1.23M | Buy |
25,007
+1,031
| +4% | +$49.6K | 0.5% | 51 |
|
|
2020
Q2 | $1.07M | Buy |
23,976
+2,483
| +12% | +$114K | 0.47% | 60 |
|
|
2020
Q1 | $951K | Sell |
21,493
-363
| -2% | -$19.6K | 0.52% | 57 |
|
|
2019
Q4 | $1.21M | Buy |
21,856
+137
| +0.6% | +$7.37K | 0.57% | 56 |
|
|
2019
Q3 | $1.18M | Sell |
21,719
-570
| -3% | -$30.5K | 0.62% | 51 |
|
|
2019
Q2 | $1.13M | Buy |
22,289
+138
| +0.6% | +$6.76K | 0.58% | 56 |
|
|
2019
Q1 | $1.04M | Sell |
22,151
-557
| -2% | -$26.1K | 0.54% | 60 |
|
|
2018
Q4 | $1.07M | Sell |
22,708
-569
| -2% | -$27.2K | 0.64% | 50 |
|
|
2018
Q3 | $1.07M | Sell |
23,277
-573
| -2% | -$26.2K | 0.53% | 57 |
|
|
2018
Q2 | $1.05M | Buy |
23,850
+785
| +3% | +$33.9K | 0.56% | 51 |
|
|
2018
Q1 | $1M | Sell |
23,065
-150
| -0.6% | -$6.74K | 0.57% | 54 |
|
|
2017
Q4 | $1.06M | Sell |
23,215
-75
| -0.3% | -$3.45K | 0.62% | 51 |
|
|
2017
Q3 | $1.05M | Sell |
23,290
-100
| -0.4% | -$4.55K | 0.64% | 48 |
|
|
2017
Q2 | $1.05M | Sell |
23,390
-4,044
| -15% | -$179K | 0.67% | 47 |
|
|
2017
Q1 | $1.16M | Sell |
27,434
-500
| -2% | -$20.9K | 0.71% | 44 |
|
|
2016
Q4 | $1.16M | Buy |
27,934
+2,470
| +10% | +$103K | 0.77% | 41 |
|
|
2016
Q3 | $1.08M | Sell |
25,464
-1,095
| -4% | -$48K | 0.87% | 36 |
|
|
2016
Q2 | $1.2M | Hold |
26,559
| – | – | 1% | 32 |
|
|
2016
Q1 | $1.23M | Sell |
26,559
-1,690
| -6% | -$73.5K | 1.05% | 28 |
|
|
2015
Q4 | $1.21M | Sell |
28,249
-723
| -2% | -$30.7K | 0.94% | 32 |
|
|
2015
Q3 | $1.16M | Hold |
28,972
| – | – | 0.9% | 32 |
|
|
2015
Q2 | $1.14M | Sell |
28,972
-650
| -2% | -$26.4K | 0.82% | 38 |
|
|
2015
Q1 | $1.2M | Sell |
29,622
-910
| -3% | -$38.1K | 0.87% | 32 |
|
|
2014
Q4 | $1.29M | Buy |
30,532
+160
| +0.5% | +$6.83K | 0.97% | 31 |
|
|
2014
Q3 | $1.3M | Sell |
30,372
-530
| -2% | -$21.9K | 1.03% | 29 |
|
|
2014
Q2 | $1.31M | Buy |
30,902
+250
| +0.8% | +$10.1K | 1.05% | 26 |
|
|
2014
Q1 | $1.19M | Buy |
30,652
+515
| +2% | +$19.9K | 1.04% | 27 |
|
|
2013
Q4 | $1.25M | Buy |
+30,137
| New | +$1.19M | 1.11% | 27 |
|
Other funds holding KO
VCM
VPM
Blue Fin Capital's KO Position: Q1 2026 in Review
Blue Fin Capital reduced its Coca-Cola (KO) stake by 7.8% in Q1 2026, selling an estimated $100K and leaving 15,675 shares worth $1.19M. The position accounts for 0.2% of the portfolio, ranked #73.
Blue Fin Capital first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.55M in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Blue Fin Capital held 15,675 shares of Coca-Cola worth $1.19M as of Q1 2026.
- Blue Fin Capital sold 1,323 Coca-Cola shares in Q1 2026, an estimated $100K.
- Coca-Cola made up 0.2% of Blue Fin Capital's portfolio in Q1 2026, its #73 holding.
- Blue Fin Capital first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
- Blue Fin Capital's Coca-Cola position peaked at $1.55M in Q2 2022.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.