BRM
KO icon

Boston Research & Management’s Coca-Cola KO Stock Holding History

Boston Research & 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 		$5.63M Sell
74,107
-523
-0.7% -$39.5K 1.34% 31
2025
Q4 		$5.22M Sell
74,630
-3,113
-4% -$217K 1.2% 34
2025
Q3 		$5.16M Buy
77,743
+2,008
+3% +$138K 1.14% 36
2025
Q2 		$5.36M Sell
75,735
-1,242
-2% -$88.5K 1.28% 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

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

Boston Research & Management's KO Position: Q1 2026 in Review

Boston Research & Management reduced its Coca-Cola (KO) stake by 0.7% in Q1 2026, selling an estimated $39.5K and leaving 74,107 shares worth $5.63M. The position accounts for 1.34% of the portfolio, ranked #31.

Boston Research & Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.65M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Boston Research & Management held 74,107 shares of Coca-Cola worth $5.63M as of Q1 2026.
  • Boston Research & Management sold 523 Coca-Cola shares in Q1 2026, an estimated $39.5K.
  • Coca-Cola made up 1.34% of Boston Research & Management's portfolio in Q1 2026, its #31 holding.
  • Boston Research & Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Boston Research & Management's Coca-Cola position peaked at $5.65M in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.