Bridges Investment Management’s Coca-Cola KO Stock Holding History

Bridges Investment 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	$4.11M	Buy	54,065 +531	+1%	+$40.1K	0.06%	120
2025 Q4	$3.74M	Buy	53,534 +154	+0.3%	+$10.7K	0.05%	122
2025 Q3	$3.54M	Buy	53,380 +129	+0.2%	+$8.88K	0.05%	126
2025 Q2	$3.77M	Buy	53,251 +2,050	+4%	+$146K	0.05%	119
2025 Q1	$3.67M	Sell	51,201 -3,698	-7%	-$247K	0.05%	117
2024 Q4	$3.42M	Buy	54,899 +743	+1%	+$48.5K	0.05%	121
2024 Q3	$3.89M	Buy	54,156 +867	+2%	+$59.4K	0.05%	114
2024 Q2	$3.39M	Buy	53,289 +26,889	+102%	+$1.66M	0.05%	113
2024 Q1	$1.62M	Sell	26,400 -250	-0.9%	-$15K	0.05%	117
2023 Q4	$1.57M	Hold	26,650	–	–	0.05%	119
2023 Q3	$1.49M	Sell	26,650 -50	-0.2%	-$3K	0.05%	117
2023 Q2	$1.61M	Sell	26,700 -950	-3%	-$59.1K	0.05%	118
2023 Q1	$1.72M	Sell	27,650 -548	-2%	-$33.2K	0.06%	119
2022 Q4	$1.79M	Buy	28,198 +250	+0.9%	+$15.1K	0.07%	121
2022 Q3	$1.57M	Sell	27,948 -1,849	-6%	-$115K	0.06%	127
2022 Q2	$1.88M	Sell	29,797 -350	-1%	-$22.2K	0.07%	120
2022 Q1	$1.87M	Sell	30,147 -1,458	-5%	-$88.7K	0.06%	127
2021 Q4	$1.87M	Sell	31,605 -2,500	-7%	-$139K	0.05%	126
2021 Q3	$1.79M	Sell	34,105 -1,870	-5%	-$104K	0.06%	127
2021 Q2	$1.95M	Sell	35,975 -1,050	-3%	-$57.1K	0.06%	123
2021 Q1	$1.95M	Sell	37,025 -200	-0.5%	-$10.1K	0.06%	119
2020 Q4	$2.04M	Sell	37,225 -2,975	-7%	-$154K	0.06%	112
2020 Q3	$1.99M	Buy	40,200 +370	+0.9%	+$17.8K	0.07%	111
2020 Q2	$1.78M	Sell	39,830 -585	-1%	-$26.9K	0.06%	115
2020 Q1	$1.79M	Sell	40,415 -5,713	-12%	-$309K	0.08%	111
2019 Q4	$2.55M	Sell	46,128 -21,413	-32%	-$1.15M	0.09%	113
2019 Q3	$3.68M	Sell	67,541 -167	-0.2%	-$8.94K	0.14%	101
2019 Q2	$3.45M	Buy	67,708 +2,608	+4%	+$128K	0.13%	100
2019 Q1	$3.05M	Sell	65,100 -5,645	-8%	-$264K	0.12%	106
2018 Q4	$3.35M	Buy	70,745 +17,925	+34%	+$858K	0.16%	104
2018 Q3	$2.44M	Buy	52,820 +6,824	+15%	+$312K	0.12%	118
2018 Q2	$2.02M	Buy	45,996 +2,765	+6%	+$119K	0.09%	132
2018 Q1	$1.88M	Buy	43,231 +7,197	+20%	+$323K	0.09%	131
2017 Q4	$1.65M	Sell	36,034 -1,784	-5%	-$82K	0.13%	98
2017 Q3	$1.7M	Buy	37,818 +7,216	+24%	+$328K	0.16%	80
2017 Q2	$1.37M	Buy	30,602 +1,650	+6%	+$72.9K	0.18%	77
2017 Q1	$1.23M	Sell	28,952 -6,000	-17%	-$250K	0.17%	78
2016 Q4	$1.45M	Sell	34,952 -1,325	-4%	-$55.1K	0.21%	77
2016 Q3	$1.53M	Sell	36,277 -3,100	-8%	-$136K	0.26%	73
2016 Q2	$1.78M	Sell	39,377 -2,400	-6%	-$108K	0.31%	70
2016 Q1	$1.94M	Buy	41,777 +500	+1%	+$21.8K	0.35%	64
2015 Q4	$1.77M	Sell	41,277 -3,850	-9%	-$163K	0.32%	62
2015 Q3	$1.77M	Hold	45,127	–	–	0.31%	65
2015 Q2	$1.77M	Sell	45,127 -4,890	-10%	-$199K	0.31%	65
2015 Q1	$2.03M	Sell	50,017 -2,950	-6%	-$123K	0.35%	60
2014 Q4	$2.24M	Buy	52,967 +1,900	+4%	+$81.1K	0.4%	56
2014 Q3	$2.18M	Sell	51,067 -7,630	-13%	-$315K	0.41%	52
2014 Q2	$2.49M	Sell	58,697 -8,162	-12%	-$331K	0.47%	47
2014 Q1	$2.58M	Sell	66,859 -2,925	-4%	-$113K	0.54%	42
2013 Q4	$2.88M	Sell	69,784 -1,575	-2%	-$62.1K	0.65%	36
2013 Q3	$2.7M	Sell	71,359 -5,884	-8%	-$233K	0.67%	37
2013 Q2	$3.1M	Buy	+77,243	New	+$3.2M	0.82%	32

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

Bridges Investment Management's KO Position: Q1 2026 in Review

Bridges Investment Management increased its Coca-Cola (KO) stake by 0.99% in Q1 2026, buying an estimated $40.1K and bringing the position to 54,065 shares worth $4.11M. The position accounts for 0.06% of the portfolio, ranked #120.

Bridges Investment Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Bridges Investment Management held 54,065 shares of Coca-Cola worth $4.11M as of Q1 2026.
Bridges Investment Management bought 531 Coca-Cola shares in Q1 2026, an estimated $40.1K.
Coca-Cola made up 0.06% of Bridges Investment Management's portfolio in Q1 2026, its #120 holding.
Bridges Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.