Callahan Advisors’s Coca-Cola KO Stock Holding History

Callahan Advisors’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	54,043 +350	+0.7%	+$26.5K	0.34%	66
2025 Q4	$3.75M	Sell	53,693 -147	-0.3%	-$10.2K	0.31%	65
2025 Q3	$3.57M	Buy	53,840 +34	+0.1%	+$2.34K	0.3%	67
2025 Q2	$3.81M	Buy	53,806 +285	+0.5%	+$20.3K	0.34%	66
2025 Q1	$3.83M	Buy	53,521 +905	+2%	+$60.4K	0.37%	65
2024 Q4	$3.28M	Buy	52,616 +1,318	+3%	+$86K	0.31%	69
2024 Q3	$3.69M	Sell	51,298 -991	-2%	-$67.9K	0.36%	64
2024 Q2	$3.33M	Sell	52,289 -791	-1%	-$49K	0.35%	68
2024 Q1	$3.25M	Sell	53,080 -137	-0.3%	-$8.23K	0.34%	67
2023 Q4	$3.14M	Sell	53,217 -2	-0%	-$114	0.36%	63
2023 Q3	$2.98M	Sell	53,219 -780	-1%	-$46.8K	0.37%	61
2023 Q2	$3.25M	Sell	53,999 -854	-2%	-$53.1K	0.4%	63
2023 Q1	$3.4M	Sell	54,853 -48	-0.1%	-$2.91K	0.44%	62
2022 Q4	$3.49M	Buy	54,901 +17	+0%	+$1.03K	0.48%	57
2022 Q3	$3.08M	Sell	54,884 -15	-0%	-$932	0.44%	58
2022 Q2	$3.45M	Buy	54,899 +438	+0.8%	+$27.8K	0.46%	60
2022 Q1	$3.38M	Buy	54,461 +284	+0.5%	+$17.3K	0.39%	65
2021 Q4	$3.21M	Sell	54,177 -24	-0%	-$1.34K	0.36%	71
2021 Q3	$2.84M	Buy	54,201 +7,209	+15%	+$402K	0.36%	69
2021 Q2	$2.54M	Buy	46,992 +208	+0.4%	+$11.3K	0.32%	70
2021 Q1	$2.47M	Hold	46,784	–	–	0.33%	69
2020 Q4	$2.57M	Buy	46,784 +67	+0.1%	+$3.46K	0.38%	64
2020 Q3	$2.31M	Buy	46,717 +10	+0%	+$481	0.38%	58
2020 Q2	$2.09M	Buy	46,707 +1,032	+2%	+$47.5K	0.37%	60
2020 Q1	$2.02M	Buy	45,675 +2,400	+6%	+$130K	0.42%	58
2019 Q4	$2.4M	Sell	43,275 -35	-0.1%	-$1.88K	0.38%	61
2019 Q3	$2.36M	Sell	43,310 -192	-0.4%	-$10.3K	0.41%	59
2019 Q2	$2.21M	Sell	43,502 -573	-1%	-$28.1K	0.4%	58
2019 Q1	$2.06M	Sell	44,075 -218	-0.5%	-$10.2K	0.38%	61
2018 Q4	$2.1M	Sell	44,293 -338	-0.8%	-$16.2K	0.45%	53
2018 Q3	$2.06M	Buy	44,631 +456	+1%	+$20.8K	0.38%	62
2018 Q2	$1.94M	Buy	44,175 +28	+0.1%	+$1.21K	0.38%	65
2018 Q1	$1.92M	Sell	44,147 -131	-0.3%	-$5.88K	0.39%	63
2017 Q4	$2.03M	Sell	44,278 -2,182	-5%	-$100K	0.4%	60
2017 Q3	$2.09M	Sell	46,460 -88	-0.2%	-$4K	0.44%	59
2017 Q2	$2.09M	Sell	46,548 -2,008	-4%	-$88.7K	0.45%	58
2017 Q1	$2.06M	Sell	48,556 -2,930	-6%	-$122K	0.46%	60
2016 Q4	$2.13M	Buy	51,486 +2,080	+4%	+$86.6K	0.51%	59
2016 Q3	$2.09M	Buy	49,406 +1,909	+4%	+$83.7K	0.52%	56
2016 Q2	$2.15M	Buy	47,497 +2,307	+5%	+$104K	0.57%	55
2016 Q1	$2.1M	Hold	45,190	–	–	0.57%	53
2015 Q4	$1.94M	Buy	45,190 +2,439	+6%	+$104K	0.55%	56
2015 Q3	$1.72M	Buy	42,751 +21	+0%	+$841	0.53%	55
2015 Q2	$1.68M	Buy	42,730 +3	+0%	+$122	0.48%	66
2015 Q1	$1.73M	Buy	42,727 +42	+0.1%	+$1.76K	0.51%	62
2014 Q4	$1.8M	Buy	42,685 +1,022	+2%	+$43.6K	0.53%	61
2014 Q3	$1.78M	Sell	41,663 -83	-0.2%	-$3.43K	0.55%	61
2014 Q2	$1.77M	Sell	41,746 -86	-0.2%	-$3.49K	0.56%	60
2014 Q1	$1.62M	Buy	41,832 +645	+2%	+$24.9K	0.55%	62
2013 Q4	$1.7M	Buy	41,187 +1,790	+5%	+$70.6K	0.59%	62
2013 Q3	$1.49M	Buy	39,397 +1,170	+3%	+$46.2K	0.57%	64
2013 Q2	$1.53M	Buy	+38,227	New	+$1.58M	0.63%	62

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

Callahan Advisors's KO Position: Q1 2026 in Review

Callahan Advisors increased its Coca-Cola (KO) stake by 0.65% in Q1 2026, buying an estimated $26.5K and bringing the position to 54,043 shares worth $4.11M. The position accounts for 0.34% of the portfolio, ranked #66.

Callahan Advisors 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.

Callahan Advisors held 54,043 shares of Coca-Cola worth $4.11M as of Q1 2026.
Callahan Advisors bought 350 Coca-Cola shares in Q1 2026, an estimated $26.5K.
Coca-Cola made up 0.34% of Callahan Advisors's portfolio in Q1 2026, its #66 holding.
Callahan Advisors 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 Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.