Brian C. Broderick’s Coca-Cola KO Stock Holding History

Brian C. Broderick’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	$1.49M	Buy	19,544 +200	+1%	+$15.1K	0.27%	55
2025 Q4	$1.35M	Hold	19,344	–	–	0.26%	51
2025 Q3	$1.28M	Sell	19,344 -2,291	-11%	-$158K	0.24%	56
2025 Q2	$1.53M	Hold	21,635	–	–	0.3%	52
2025 Q1	$1.55M	Hold	21,635	–	–	0.32%	48
2024 Q4	$1.35M	Hold	21,635	–	–	0.26%	50
2024 Q3	$1.55M	Sell	21,635 -30	-0.1%	-$2.05K	0.3%	50
2024 Q2	$1.38M	Sell	21,665 -1	-0%	-$62	0.28%	54
2024 Q1	$1.33M	Buy	21,666 +16,416	+313%	+$986K	0.28%	52
2023 Q4	$309K	Hold	5,250	–	–	0.08%	68
2023 Q3	$294K	Sell	5,250 -30	-0.6%	-$1.8K	0.08%	69
2023 Q2	$318K	Sell	5,280 -2,000	-27%	-$124K	0.08%	66
2023 Q1	$452K	Hold	7,280	–	–	0.13%	59
2022 Q4	$463K	Hold	7,280	–	–	0.14%	60
2022 Q3	$407K	Hold	7,280	–	–	0.13%	59
2022 Q2	$459K	Hold	7,280	–	–	0.14%	60
2022 Q1	$451K	Hold	7,280	–	–	0.12%	61
2021 Q4	$431K	Sell	7,280 -4,100	-36%	-$228K	0.1%	60
2021 Q3	$597K	Sell	11,380 -100	-0.9%	-$5.57K	0.16%	60
2021 Q2	$621K	Sell	11,480 -1,200	-9%	-$65.3K	0.16%	58
2021 Q1	$668K	Hold	12,680	–	–	0.19%	55
2020 Q4	$695K	Sell	12,680 -600	-5%	-$31K	0.21%	52
2020 Q3	$655K	Buy	13,280 +130	+1%	+$6.25K	0.21%	55
2020 Q2	$588K	Hold	13,150	–	–	0.2%	59
2020 Q1	$581K	Sell	13,150 -100	-0.8%	-$5.4K	0.23%	55
2019 Q4	$734K	Sell	13,250 -5,850	-31%	-$315K	0.24%	57
2019 Q3	$1.04M	Buy	19,100 +500	+3%	+$26.8K	0.36%	54
2019 Q2	$947K	Sell	18,600 -650	-3%	-$31.9K	0.33%	53
2019 Q1	$902K	Sell	19,250 -325	-2%	-$15.2K	0.32%	54
2018 Q4	$927K	Sell	19,575 -225	-1%	-$10.8K	0.39%	52
2018 Q3	$914K	Sell	19,800 -1,750	-8%	-$80K	0.31%	54
2018 Q2	$945K	Hold	21,550	–	–	0.35%	56
2018 Q1	$935K	Sell	21,550 -550	-2%	-$24.7K	0.35%	56
2017 Q4	$1.01M	Sell	22,100 -11,650	-35%	-$536K	0.37%	57
2017 Q3	$1.52M	Sell	33,750 -400	-1%	-$18.2K	0.55%	54
2017 Q2	$1.53M	Sell	34,150 -1,950	-5%	-$86.2K	0.57%	51
2017 Q1	$1.53M	Sell	36,100 -2,000	-5%	-$83.4K	0.62%	45
2016 Q4	$1.58M	Sell	38,100 -1,250	-3%	-$52K	0.68%	42
2016 Q3	$1.67M	Sell	39,350 -4,000	-9%	-$175K	0.71%	42
2016 Q2	$1.97M	Sell	43,350 -365	-0.8%	-$16.5K	0.83%	39
2016 Q1	$2.03M	Buy	43,715 +4,000	+10%	+$174K	0.88%	37
2015 Q4	$1.71M	Buy	39,715 +16,900	+74%	+$717K	0.76%	46
2015 Q3	$916K	Sell	22,815 -1,000	-4%	-$40K	0.42%	62
2015 Q2	$935K	Sell	23,815 -1,600	-6%	-$65.1K	0.4%	61
2015 Q1	$1.03M	Sell	25,415 -600	-2%	-$25.1K	0.43%	60
2014 Q4	$1.1M	Sell	26,015 -412	-2%	-$17.6K	0.47%	59
2014 Q3	$1.13M	Buy	26,427 +412	+2%	+$17K	0.5%	61
2014 Q2	$1.1M	Hold	26,015	–	–	0.5%	59
2014 Q1	$1.01M	Sell	26,015 -200	-0.8%	-$7.73K	0.49%	58
2013 Q4	$1.08M	Hold	26,215	–	–	0.54%	57
2013 Q3	$993K	Hold	26,215	–	–	0.55%	56
2013 Q2	$1.05M	Buy	+26,215	New	+$1.09M	0.63%	53

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

Brian C. Broderick's KO Position: Q1 2026 in Review

Brian C. Broderick increased its Coca-Cola (KO) stake by 1% in Q1 2026, buying an estimated $15.1K and bringing the position to 19,544 shares worth $1.49M. The position accounts for 0.27% of the portfolio, ranked #55.

Brian C. Broderick first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.03M in Q1 2016. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Brian C. Broderick held 19,544 shares of Coca-Cola worth $1.49M as of Q1 2026.
Brian C. Broderick bought 200 Coca-Cola shares in Q1 2026, an estimated $15.1K.
Coca-Cola made up 0.27% of Brian C. Broderick's portfolio in Q1 2026, its #55 holding.
Brian C. Broderick first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Brian C. Broderick's Coca-Cola position peaked at $2.03M in Q1 2016.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.