BOK Financial Private Wealth’s Coca-Cola KO Stock Holding History

BOK Financial Private Wealth’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	$392K	Sell	5,110 -50	-1%	-$3.78K	0.02%	140
2025 Q4	$361K	Sell	5,160 -1,318	-20%	-$91.9K	0.02%	148
2025 Q3	$433K	Buy	6,478 +111	+2%	+$7.64K	0.03%	130
2025 Q2	$454K	Sell	6,367 -144	-2%	-$10.3K	0.03%	129
2025 Q1	$470K	Sell	6,511 -939	-13%	-$62.7K	0.04%	125
2024 Q4	$464K	Sell	7,450 -1,622	-18%	-$106K	0.03%	134
2024 Q3	$656K	Buy	9,072 +1,697	+23%	+$116K	0.05%	120
2024 Q2	$473K	Sell	7,375 -170	-2%	-$10.5K	0.03%	133
2024 Q1	$465K	Buy	7,545 +470	+7%	+$28.2K	0.03%	135
2023 Q4	$417K	Buy	7,075 +91	+1%	+$5.17K	0.03%	130
2023 Q3	$394K	Hold	6,984	–	–	0.03%	133
2023 Q2	$424K	Sell	6,984 -33	-0.5%	-$2.05K	0.03%	134
2023 Q1	$438K	Buy	7,017 +33	+0.5%	+$2K	0.04%	136
2022 Q4	$444K	Sell	6,984 -902	-11%	-$54.5K	0.04%	133
2022 Q3	$445K	Buy	7,886 +82	+1%	+$5.1K	0.04%	130
2022 Q2	$494K	Sell	7,804 -16,538	-68%	-$1.05M	0.04%	128
2022 Q1	$1.51M	Buy	24,342 +2,113	+10%	+$128K	0.11%	110
2021 Q4	$1.32M	Buy	22,229 +6,953	+46%	+$387K	0.09%	118
2021 Q3	$802K	Buy	15,276 +2,053	+16%	+$114K	0.06%	127
2021 Q2	$716K	Buy	13,223 +5,299	+67%	+$288K	0.06%	123
2021 Q1	$418K	Sell	7,924 -75	-0.9%	-$3.77K	0.04%	135
2020 Q4	$439K	Buy	7,999 +772	+11%	+$39.9K	0.04%	126
2020 Q3	$357K	Sell	7,227 -1,783	-20%	-$85.8K	0.04%	132
2020 Q2	$403K	Sell	9,010 -481	-5%	-$22.2K	0.04%	125
2020 Q1	$420K	Buy	9,491 +1,934	+26%	+$104K	0.05%	135
2019 Q4	$418K	Buy	7,557 +394	+6%	+$21.2K	0.04%	134
2019 Q3	$390K	Buy	7,163 +304	+4%	+$16.3K	0.05%	77
2019 Q2	$349K	Buy	6,859 +1,024	+18%	+$50.2K	0.05%	81
2019 Q1	$273K	Sell	5,835 -3,047	-34%	-$143K	0.04%	92
2018 Q4	$421K	Buy	8,882 +3,308	+59%	+$158K	0.06%	72
2018 Q3	$257K	Hold	5,574	–	–	0.04%	85
2018 Q2	$244K	Sell	5,574 -11,336	-67%	-$490K	0.04%	89
2018 Q1	$734K	Sell	16,910 -1,670	-9%	-$75K	0.12%	46
2017 Q4	$852K	Sell	18,580 -1,000	-5%	-$46K	0.14%	45
2017 Q3	$881K	Hold	19,580	–	–	0.14%	42
2017 Q2	$878K	Sell	19,580 -3,141	-14%	-$139K	0.13%	48
2017 Q1	$964K	Buy	22,721 +2,026	+10%	+$84.5K	0.14%	48
2016 Q4	$858K	Sell	20,695 -2,151	-9%	-$89.5K	0.13%	51
2016 Q3	$967K	Buy	22,846 +391	+2%	+$17.1K	0.15%	46
2016 Q2	$1.02M	Buy	22,455 +10,595	+89%	+$479K	0.16%	43
2016 Q1	$550K	Hold	11,860	–	–	0.09%	41
2015 Q4	$510K	Hold	11,860	–	–	0.09%	44
2015 Q3	$476K	Hold	11,860	–	–	0.08%	42
2015 Q2	$465K	Sell	11,860 -4,259	-26%	-$173K	0.08%	45
2015 Q1	$654K	Sell	16,119 -5,021	-24%	-$210K	0.11%	35
2014 Q4	$893K	Hold	21,140	–	–	0.15%	33
2014 Q3	$902K	Hold	21,140	–	–	0.15%	31
2014 Q2	$895K	Sell	21,140 -300	-1%	-$12.2K	0.15%	33
2014 Q1	$829K	Hold	21,440	–	–	0.14%	33
2013 Q4	$886K	Hold	21,440	–	–	0.16%	29
2013 Q3	$812K	Buy	+21,440	New	+$848K	0.16%	29

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

BOK Financial Private Wealth's KO Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Coca-Cola (KO) stake by 0.97% in Q1 2026, selling an estimated $3.78K and leaving 5,110 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #140.

BOK Financial Private Wealth first reported a position in KO in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.51M in Q1 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

BOK Financial Private Wealth held 5,110 shares of Coca-Cola worth $392K as of Q1 2026.
BOK Financial Private Wealth sold 50 Coca-Cola shares in Q1 2026, an estimated $3.78K.
Coca-Cola made up 0.02% of BOK Financial Private Wealth's portfolio in Q1 2026, its #140 holding.
BOK Financial Private Wealth first reported a position in Coca-Cola in Q3 2013 and has held it in 51 quarters since.
BOK Financial Private Wealth's Coca-Cola position peaked at $1.51M in Q1 2022.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.