Boston Research & Management’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
Q2 | $5.99M | Sell |
73,647
-460
| -0.6% | -$36.3K | 1.32% | 28 |
|
|
2026
Q1 | $5.64M | Sell |
74,107
-523
| -0.7% | -$39.5K | 1.32% | 32 |
|
|
2025
Q4 | $5.22M | Sell |
74,630
-3,113
| -4% | -$217K | 1.19% | 35 |
|
|
2025
Q3 | $5.16M | Buy |
77,743
+1,764
| +2% | +$121K | 1.13% | 36 |
|
|
2025
Q2 | $5.38M | Sell |
75,979
-998
| -1% | -$71.1K | 1.27% | 33 |
|
|
2025
Q1 | $5.51M | Sell |
76,977
-1,373
| -2% | -$91.7K | 1.37% | 29 |
|
|
2024
Q4 | $4.88M | Sell |
78,350
-310
| -0.4% | -$20.2K | 1.2% | 38 |
|
|
2024
Q3 | $5.65M | Buy |
78,660
+15
| +0% | +$1.03K | 1.33% | 32 |
|
|
2024
Q2 | $5M | Sell |
78,645
-800
| -1% | -$49.5K | 1.27% | 35 |
|
|
2024
Q1 | $4.86M | Sell |
79,445
-255
| -0.3% | -$15.3K | 1.2% | 38 |
|
|
2023
Q4 | $4.7M | Buy |
79,700
+2,330
| +3% | +$132K | 1.25% | 38 |
|
|
2023
Q3 | $4.33M | Buy |
77,370
+300
| +0.4% | +$18K | 1.28% | 33 |
|
|
2023
Q2 | $4.64M | Sell |
77,070
-275
| -0.4% | -$17.1K | 1.31% | 35 |
|
|
2023
Q1 | $4.8M | Buy |
77,345
+1,100
| +1% | +$66.6K | 1.43% | 28 |
|
|
2022
Q4 | $4.85M | Sell |
76,245
-5
| -0% | -$302 | 1.5% | 26 |
|
|
2022
Q3 | $4.27M | Sell |
76,250
-23
| -0% | -$1.43K | 1.46% | 27 |
|
|
2022
Q2 | $4.8M | Sell |
76,273
-175
| -0.2% | -$11.1K | 1.55% | 26 |
|
|
2022
Q1 | $4.74M | Sell |
76,448
-4,353
| -5% | -$265K | 1.38% | 30 |
|
|
2021
Q4 | $4.78M | Buy |
80,801
+920
| +1% | +$51.2K | 1.31% | 30 |
|
|
2021
Q3 | $4.19M | Sell |
79,881
-405
| -0.5% | -$22.6K | 1.25% | 35 |
|
|
2021
Q2 | $4.34M | Sell |
80,286
-960
| -1% | -$52.2K | 1.32% | 35 |
|
|
2021
Q1 | $4.28M | Buy |
81,246
+2,870
| +4% | +$144K | 1.38% | 35 |
|
|
2020
Q4 | $4.3M | Buy |
78,376
+863
| +1% | +$44.6K | 1.5% | 30 |
|
|
2020
Q3 | $3.83M | Sell |
77,513
-200
| -0.3% | -$9.62K | 1.5% | 31 |
|
|
2020
Q2 | $3.47M | Buy |
77,713
+7,525
| +11% | +$347K | 1.44% | 32 |
|
|
2020
Q1 | $3.1M | Sell |
70,188
-16,613
| -19% | -$897K | 1.56% | 29 |
|
|
2019
Q4 | $4.8M | Sell |
86,801
-750
| -0.9% | -$40.3K | 1.8% | 22 |
|
|
2019
Q3 | $4.77M | Sell |
87,551
-668
| -0.8% | -$35.8K | 1.88% | 18 |
|
|
2019
Q2 | $4.49M | Sell |
88,219
-370
| -0.4% | -$18.1K | 1.82% | 20 |
|
|
2019
Q1 | $4.15M | Buy |
88,589
+1,585
| +2% | +$74.1K | 1.73% | 25 |
|
|
2018
Q4 | $4.12M | Buy |
87,004
+5,550
| +7% | +$266K | 1.96% | 18 |
|
|
2018
Q3 | $3.76M | Sell |
81,454
-750
| -0.9% | -$34.3K | 1.72% | 28 |
|
|
2018
Q2 | $3.6M | Buy |
82,204
+1,070
| +1% | +$46.2K | 1.77% | 22 |
|
|
2018
Q1 | $3.52M | Sell |
81,134
-55
| -0.1% | -$2.47K | 1.8% | 23 |
|
|
2017
Q4 | $3.72M | Sell |
81,189
-2,385
| -3% | -$110K | 1.87% | 20 |
|
|
2017
Q3 | $3.76M | Buy |
83,574
+147
| +0.2% | +$6.69K | 1.92% | 17 |
|
|
2017
Q2 | $3.74M | Sell |
83,427
-400
| -0.5% | -$17.7K | 2.02% | 12 |
|
|
2017
Q1 | $3.56M | Buy |
83,827
+190
| +0.2% | +$7.92K | 1.94% | 13 |
|
|
2016
Q4 | $3.47M | Buy |
83,637
+1,440
| +2% | +$59.9K | 1.97% | 12 |
|
|
2016
Q3 | $3.48M | Buy |
82,197
+1,160
| +1% | +$50.8K | 2.01% | 14 |
|
|
2016
Q2 | $3.67M | Sell |
81,037
-340
| -0.4% | -$15.4K | 2.23% | 8 |
|
|
2016
Q1 | $3.77M | Sell |
81,377
-1,520
| -2% | -$66.2K | 2.35% | 4 |
|
|
2015
Q4 | $3.56M | Buy |
82,897
+560
| +0.7% | +$23.8K | 2.21% | 7 |
|
|
2015
Q3 | $3.3M | Buy |
82,337
+170
| +0.2% | +$6.81K | 2.17% | 6 |
|
|
2015
Q2 | $3.22M | Sell |
82,167
-70
| -0.1% | -$2.85K | 2.04% | 10 |
|
|
2015
Q1 | $3.33M | Buy |
82,237
+1,870
| +2% | +$78.2K | 2.11% | 9 |
|
|
2014
Q4 | $3.39M | Buy |
80,367
+1,080
| +1% | +$46.1K | 2.13% | 9 |
|
|
2014
Q3 | $3.38M | Buy |
79,287
+4,660
| +6% | +$193K | 2.27% | 5 |
|
|
2014
Q2 | $3.16M | Buy |
74,627
+1,320
| +2% | +$53.6K | 2.18% | 7 |
|
|
2014
Q1 | $2.83M | Sell |
73,307
-24
| -0% | -$927 | 2.08% | 8 |
|
|
2013
Q4 | $3.03M | Buy |
73,331
+1,568
| +2% | +$61.8K | 2.33% | 6 |
|
|
2013
Q3 | $2.72M | Buy |
71,763
+1,582
| +2% | +$62.5K | 2.3% | 7 |
|
|
2013
Q2 | $2.81M | Buy |
+70,181
| New | +$2.91M | 2.5% | 5 |
|
Other funds holding KO
Boston Research & Management's KO Position: Q2 2026 in Review
Boston Research & Management reduced its Coca-Cola (KO) stake by 0.62% in Q2 2026, selling an estimated $36.3K and leaving 73,647 shares worth $5.99M. The position accounts for 1.32% of the portfolio, ranked #28.
Boston Research & Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Boston Research & Management held 73,647 shares of Coca-Cola worth $5.99M as of Q2 2026.
- Boston Research & Management sold 460 Coca-Cola shares in Q2 2026, an estimated $36.3K.
- Coca-Cola made up 1.32% of Boston Research & Management's portfolio in Q2 2026, its #28 holding.
- Boston Research & Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
- 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.