Borer Denton & Associates’s Coca-Cola KO Stock Holding History

Borer Denton & Associates’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	$372K	Hold	4,892	–	–	0.13%	55
2025 Q4	$342K	Sell	4,892 -250	-5%	-$17.4K	0.12%	54
2025 Q3	$341K	Hold	5,142	–	–	0.11%	51
2025 Q2	$364K	Hold	5,142	–	–	0.13%	49
2025 Q1	$368K	Sell	5,142 -750	-13%	-$50.1K	0.13%	50
2024 Q4	$367K	Buy	5,892 +520	+10%	+$33.9K	0.13%	49
2024 Q3	$386K	Hold	5,372	–	–	0.13%	49
2024 Q2	$342K	Sell	5,372 -3,539	-40%	-$219K	0.12%	48
2024 Q1	$545K	Buy	8,911 +2,129	+31%	+$128K	0.19%	45
2023 Q4	$400K	Hold	6,782	–	–	0.15%	47
2023 Q3	$380K	Buy	6,782 +129	+2%	+$7.74K	0.16%	47
2023 Q2	$401K	Sell	6,653 -200	-3%	-$12.4K	0.16%	50
2023 Q1	$425K	Sell	6,853 -306	-4%	-$18.5K	0.18%	51
2022 Q4	$455K	Hold	7,159	–	–	0.2%	46
2022 Q3	$401K	Buy	7,159 +424	+6%	+$26.4K	0.2%	47
2022 Q2	$424K	Hold	6,735	–	–	0.2%	46
2022 Q1	$418K	Buy	+6,735	New	+$410K	0.18%	47

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

Borer Denton & Associates's KO Position: Q1 2026 in Review

Borer Denton & Associates held its Coca-Cola (KO) position steady in Q1 2026 at 4,892 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #55.

Borer Denton & Associates first reported a position in KO in Q1 2022 and has held it in 17 quarters since. The position peaked at $545K in Q1 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Borer Denton & Associates held 4,892 shares of Coca-Cola worth $372K as of Q1 2026.
Borer Denton & Associates left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.13% of Borer Denton & Associates's portfolio in Q1 2026, its #55 holding.
Borer Denton & Associates first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
Borer Denton & Associates's Coca-Cola position peaked at $545K in Q1 2024.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Borer Denton & Associates's 13F filing for Q1 2026, filed 12 May 2026.