Canandaigua National Corp’s Coca-Cola KO Stock Holding History

Canandaigua National Corp’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	$6.85M	Buy	+90,029	New	+$6.81M	0.61%	37
2022 Q4	$6.49M	Buy	102,062 +175	+0.2%	+$10.6K	1.1%	23
2022 Q3	$5.71M	Sell	101,887 -964	-0.9%	-$59.9K	1.01%	25
2022 Q2	$6.47M	Sell	102,851 -4,733	-4%	-$300K	1.15%	20
2022 Q1	$6.67M	Sell	107,584 -5,050	-4%	-$307K	1.01%	23
2021 Q4	$6.67M	Sell	112,634 -384	-0.3%	-$21.4K	0.98%	22
2021 Q3	$5.93M	Buy	113,018 +793	+0.7%	+$44.2K	0.97%	29
2021 Q2	$6.07M	Sell	112,225 -3,231	-3%	-$176K	0.99%	26
2021 Q1	$6.09M	Buy	115,456 +7,898	+7%	+$398K	1.03%	23
2020 Q4	$5.9M	Buy	107,558 +6,908	+7%	+$357K	1.04%	25
2020 Q3	$4.97M	Buy	100,650 +2,483	+3%	+$119K	0.88%	35
2020 Q2	$4.39M	Buy	+98,167	New	+$4.52M	0.81%	41

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

Canandaigua National Corp's KO Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Coca-Cola (KO) in Q1 2026: 90,029 shares worth $6.85M. The stake represents 0.61% of the portfolio and ranks #37 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in KO as recently as Q4 2022.

Canandaigua National Corp first reported a position in KO in Q2 2020 and has held it in 12 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Canandaigua National Corp held 90,029 shares of Coca-Cola worth $6.85M as of Q1 2026.
Coca-Cola was a new Canandaigua National Corp position in Q1 2026.
Coca-Cola made up 0.61% of Canandaigua National Corp's portfolio in Q1 2026, its #37 holding.
Canandaigua National Corp first reported a position in Coca-Cola in Q2 2020 and has held it in 12 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.