Brooks Moore & Associates’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 | $7.66M | Buy |
94,254
+4,178
| +5% | +$330K | 3.44% | 4 |
|
|
2026
Q1 | $6.85M | Sell |
90,076
-4,741
| -5% | -$358K | 3.43% | 5 |
|
|
2025
Q4 | $6.63M | Buy |
94,817
+157
| +0.2% | +$10.9K | 3.26% | 6 |
|
|
2025
Q3 | $6.28M | Sell |
94,660
-121
| -0.1% | -$8.33K | 3.18% | 7 |
|
|
2025
Q2 | $6.43M | Sell |
94,781
-712
| -0.7% | -$50.7K | 3.47% | 4 |
|
|
2025
Q1 | $6.84M | Sell |
95,493
-1,264
| -1% | -$84.4K | 3.86% | 3 |
|
|
2024
Q4 | $6.02M | Buy |
96,757
+555
| +0.6% | +$36.2K | 3.56% | 3 |
|
|
2024
Q3 | $6.91M | Buy |
96,202
+320
| +0.3% | +$21.9K | 4.08% | 2 |
|
|
2024
Q2 | $6.1M | Sell |
95,882
-200
| -0.2% | -$12.4K | 3.92% | 3 |
|
|
2024
Q1 | $5.88M | Sell |
96,082
-600
| -0.6% | -$36K | 3.77% | 4 |
|
|
2023
Q4 | $5.7M | Buy |
96,682
+28,244
| +41% | +$1.6M | 3.92% | 2 |
|
|
2023
Q3 | $3.83M | Sell |
68,438
-200
| -0.3% | -$12K | 2.89% | 10 |
|
|
2023
Q2 | $4.13M | Sell |
68,638
-200
| -0.3% | -$12.4K | 2.91% | 9 |
|
|
2023
Q1 | $4.27M | Buy |
68,838
+15,013
| +28% | +$909K | 3.07% | 9 |
|
|
2022
Q4 | $3.42M | Sell |
53,825
-7
| -0% | -$423 | 2.5% | 12 |
|
|
2022
Q3 | $3.02M | Sell |
53,832
-2,085
| -4% | -$130K | 2.44% | 11 |
|
|
2022
Q2 | $3.52M | Sell |
55,917
-1,100
| -2% | -$69.7K | 2.54% | 12 |
|
|
2022
Q1 | $3.54M | Sell |
57,017
-7,100
| -11% | -$432K | 2.17% | 17 |
|
|
2021
Q4 | $3.8M | Sell |
64,117
-650
| -1% | -$36.2K | 2.23% | 12 |
|
|
2021
Q3 | $3.4M | Sell |
64,767
-272
| -0.4% | -$15.2K | 2.22% | 14 |
|
|
2021
Q2 | $3.52M | Sell |
65,039
-8,980
| -12% | -$489K | 2.25% | 12 |
|
|
2021
Q1 | $3.9M | Buy |
74,019
+15,340
| +26% | +$772K | 2.64% | 6 |
|
|
2020
Q4 | $3.22M | Sell |
58,679
-1,425
| -2% | -$73.7K | 2.49% | 8 |
|
|
2020
Q3 | $2.97M | Sell |
60,104
-1,100
| -2% | -$52.9K | 2.56% | 10 |
|
|
2020
Q2 | $2.73M | Buy |
61,204
+12,398
| +25% | +$571K | 2.56% | 10 |
|
|
2020
Q1 | $2.16M | Buy |
48,806
+6,062
| +14% | +$327K | 2.29% | 10 |
|
|
2019
Q4 | $2.37M | Buy |
42,744
+10
| +0% | +$538 | 1.88% | 18 |
|
|
2019
Q3 | $2.33M | Buy |
42,734
+447
| +1% | +$23.9K | 1.96% | 17 |
|
|
2019
Q2 | $2.15M | Buy |
42,287
+2,725
| +7% | +$134K | 1.85% | 17 |
|
|
2019
Q1 | $1.85M | Sell |
39,562
-10,300
| -21% | -$482K | 1.69% | 22 |
|
|
2018
Q4 | $2.36M | Buy |
+49,862
| New | +$2.39M | 2.38% | 9 |
|
Other funds holding KO
Brooks Moore & Associates's KO Position: Q2 2026 in Review
Brooks Moore & Associates increased its Coca-Cola (KO) stake by 4.6% in Q2 2026, buying an estimated $330K and bringing the position to 94,254 shares worth $7.66M. The position accounts for 3.44% of the portfolio, ranked #4.
Brooks Moore & Associates first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Brooks Moore & Associates held 94,254 shares of Coca-Cola worth $7.66M as of Q2 2026.
- Brooks Moore & Associates bought 4,178 Coca-Cola shares in Q2 2026, an estimated $330K.
- Coca-Cola made up 3.44% of Brooks Moore & Associates's portfolio in Q2 2026, its #4 holding.
- Brooks Moore & Associates first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
- 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.