Cabot Wealth Management’s Coca-Cola KO Stock Holding History

Cabot Wealth 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	$311K	Sell	4,086 -22	-0.5%	-$1.66K	0.04%	119
2025 Q4	$287K	Hold	4,108	–	–	0.03%	124
2025 Q3	$272K	Hold	4,108	–	–	0.03%	126
2025 Q2	$291K	Buy	4,108 +3	+0.1%	+$214	0.03%	115
2025 Q1	$294K	Buy	4,105 +359	+10%	+$24K	0.04%	114
2024 Q4	$233K	Hold	3,746	–	–	0.03%	122
2024 Q3	$269K	Hold	3,746	–	–	0.03%	116
2024 Q2	$238K	Hold	3,746	–	–	0.03%	128
2024 Q1	$229K	Hold	3,746	–	–	0.03%	134
2023 Q4	$221K	Hold	3,746	–	–	0.03%	137
2023 Q3	$210K	Sell	3,746 -63	-2%	-$3.78K	0.03%	137
2023 Q2	$229K	Hold	3,809	–	–	0.03%	134
2023 Q1	$236K	Hold	3,809	–	–	0.04%	128
2022 Q4	$242K	Hold	3,809	–	–	0.04%	131
2022 Q3	$213K	Buy	3,809 +63	+2%	+$3.92K	0.04%	144
2022 Q2	$236K	Sell	3,746 -2,096	-36%	-$133K	0.04%	140
2022 Q1	$362K	Hold	5,842	–	–	0.05%	132
2021 Q4	$346K	Hold	5,842	–	–	0.04%	134
2021 Q3	$307K	Hold	5,842	–	–	0.04%	136
2021 Q2	$316K	Sell	5,842 -1,000	-15%	-$54.4K	0.04%	136
2021 Q1	$361K	Hold	6,842	–	–	0.05%	125
2020 Q4	$375K	Sell	6,842 -98	-1%	-$5.07K	0.06%	116
2020 Q3	$343K	Buy	6,940 +98	+1%	+$4.71K	0.06%	110
2020 Q2	$305K	Hold	6,842	–	–	0.06%	108
2020 Q1	$303K	Hold	6,842	–	–	0.07%	100
2019 Q4	$379K	Hold	6,842	–	–	0.07%	99
2019 Q3	$372K	Hold	6,842	–	–	0.08%	103
2019 Q2	$348K	Hold	6,842	–	–	0.07%	104
2019 Q1	$321K	Buy	6,842 +496	+8%	+$23.2K	0.07%	110
2018 Q4	$300K	Hold	6,346	–	–	0.07%	107
2018 Q3	$293K	Hold	6,346	–	–	0.06%	106
2018 Q2	$278K	Sell	6,346 -415	-6%	-$17.9K	0.06%	109
2018 Q1	$294K	Buy	6,761 +140	+2%	+$6.29K	0.07%	107
2017 Q4	$304K	Sell	6,621 -3,417	-34%	-$157K	0.07%	112
2017 Q3	$452K	Buy	10,038 +5,039	+101%	+$229K	0.1%	96
2017 Q2	$224K	Hold	4,999	–	–	0.05%	131
2017 Q1	$212K	Hold	4,999	–	–	0.05%	135
2016 Q4	$207K	Hold	4,999	–	–	0.06%	144
2016 Q3	$212K	Hold	4,999	–	–	0.05%	146
2016 Q2	$227K	Sell	4,999 -300	-6%	-$13.6K	0.06%	139
2016 Q1	$246K	Buy	+5,299	New	+$231K	0.07%	122
2015 Q3	–	Sell	-21,196	Closed	-$832K	–	149
2015 Q2	$832K	Hold	21,196	–	–	0.2%	97
2015 Q1	$859K	Hold	21,196	–	–	0.21%	100
2014 Q4	$895K	Buy	+21,196	New	+$905K	0.22%	100
2013 Q4	–	Sell	-10,226	Closed	-$387K	–	156
2013 Q3	$387K	Sell	10,226 -8,579	-46%	-$339K	0.12%	136
2013 Q2	$754K	Buy	+18,805	New	+$779K	0.26%	120

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

Cabot Wealth Management's KO Position: Q1 2026 in Review

Cabot Wealth Management reduced its Coca-Cola (KO) stake by 0.54% in Q1 2026, selling an estimated $1.66K and leaving 4,086 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #119.

Cabot Wealth Management first reported a position in KO in Q2 2013 and has held it in 46 quarters since. The position peaked at $895K in Q4 2014. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Cabot Wealth Management held 4,086 shares of Coca-Cola worth $311K as of Q1 2026.
Cabot Wealth Management sold 22 Coca-Cola shares in Q1 2026, an estimated $1.66K.
Coca-Cola made up 0.04% of Cabot Wealth Management's portfolio in Q1 2026, its #119 holding.
Cabot Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 46 quarters since.
Cabot Wealth Management's Coca-Cola position peaked at $895K in Q4 2014.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.