Cannell & Spears’s Coca-Cola KO Stock Holding History

Cannell & Spears’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	$22.2M	Sell	291,287 -12,730	-4%	-$962K	0.43%	64
2025 Q4	$21.3M	Sell	304,017 -1,191	-0.4%	-$83K	0.4%	66
2025 Q3	$20.2M	Sell	305,208 -4,293	-1%	-$295K	0.38%	76
2025 Q2	$21.9M	Sell	309,501 -6,017	-2%	-$429K	0.44%	67
2025 Q1	$22.6M	Buy	315,518 +12,858	+4%	+$859K	0.49%	66
2024 Q4	$18.8M	Sell	302,660 -4,728	-2%	-$309K	0.39%	70
2024 Q3	$22.1M	Buy	307,388 +14,015	+5%	+$960K	0.43%	71
2024 Q2	$18.7M	Sell	293,373 -1,197	-0.4%	-$74.1K	0.39%	72
2024 Q1	$18M	Buy	294,570 +287,534	+4,087%	+$17.3M	0.37%	73
2023 Q4	$415K	Buy	7,036 +761	+12%	+$43.2K	0.03%	147
2023 Q3	$351K	Hold	6,275	–	–	0.03%	154
2023 Q2	$378K	Sell	6,275 -319	-5%	-$19.8K	0.03%	160
2023 Q1	$409K	Buy	6,594 +1,414	+27%	+$85.6K	0.04%	152
2022 Q4	$330K	Buy	5,180 +120	+2%	+$7.24K	0.03%	168
2022 Q3	$283K	Hold	5,060	–	–	0.03%	163
2022 Q2	$318K	Buy	5,060 +319	+7%	+$20.2K	0.03%	165
2022 Q1	$294K	Hold	4,741	–	–	0.02%	181
2021 Q4	$281K	Hold	4,741	–	–	0.02%	191
2021 Q3	$249K	Hold	4,741	–	–	0.02%	211
2021 Q2	$257K	Hold	4,741	–	–	0.02%	213
2021 Q1	$250K	Sell	4,741 -2,040	-30%	-$103K	0.02%	204
2020 Q4	$372K	Buy	6,781 +1,050	+18%	+$54.3K	0.03%	160
2020 Q3	$283K	Sell	5,731 -32	-0.6%	-$1.54K	0.03%	174
2020 Q2	$257K	Sell	5,763 -1,032	-15%	-$47.5K	0.03%	177
2020 Q1	$301K	Sell	6,795 -1,664	-20%	-$89.9K	0.04%	150
2019 Q4	$468K	Buy	8,459 +909	+12%	+$48.9K	0.05%	114
2019 Q3	$411K	Sell	7,550 -1,367	-15%	-$73.2K	0.05%	119
2019 Q2	$454K	Buy	8,917 +3,350	+60%	+$164K	0.05%	108
2019 Q1	$261K	Hold	5,567	–	–	0.03%	143
2018 Q4	$264K	Hold	5,567	–	–	0.04%	135
2018 Q3	$257K	Hold	5,567	–	–	0.03%	149
2018 Q2	$244K	Hold	5,567	–	–	0.03%	150
2018 Q1	$242K	Hold	5,567	–	–	0.03%	151
2017 Q4	$255K	Sell	5,567 -700	-11%	-$32.2K	0.03%	154
2017 Q3	$282K	Sell	6,267 -2,760	-31%	-$126K	0.03%	125
2017 Q2	$405K	Buy	9,027 +2,244	+33%	+$99.2K	0.05%	98
2017 Q1	$288K	Sell	6,783 -600	-8%	-$25K	0.04%	104
2016 Q4	$306K	Buy	7,383 +536	+8%	+$22.3K	0.04%	102
2016 Q3	$290K	Sell	6,847 -1,000	-13%	-$43.8K	0.04%	102
2016 Q2	$356K	Hold	7,847	–	–	0.05%	88
2016 Q1	$364K	Sell	7,847 -400	-5%	-$17.4K	0.04%	91
2015 Q4	$354K	Sell	8,247 -4,876	-37%	-$207K	0.04%	96
2015 Q3	$526K	Sell	13,123 -2,995	-19%	-$120K	0.06%	83
2015 Q2	$632K	Sell	16,118 -1,534	-9%	-$62.4K	0.07%	82
2015 Q1	$716K	Buy	17,652 +1,787	+11%	+$74.7K	0.09%	81
2014 Q4	$670K	Hold	15,865	–	–	0.07%	85
2014 Q3	$677K	Buy	15,865 +1,145	+8%	+$47.3K	0.08%	82
2014 Q2	$624K	Sell	14,720 -3,229	-18%	-$131K	0.07%	80
2014 Q1	$694K	Buy	17,949 +8,989	+100%	+$347K	0.09%	63
2013 Q4	$370K	Hold	8,960	–	–	0.05%	87
2013 Q3	$339K	Buy	+8,960	New	+$354K	0.04%	87

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

Cannell & Spears's KO Position: Q1 2026 in Review

Cannell & Spears reduced its Coca-Cola (KO) stake by 4.2% in Q1 2026, selling an estimated $962K and leaving 291,287 shares worth $22.2M. The position accounts for 0.43% of the portfolio, ranked #64.

Cannell & Spears first reported a position in KO in Q3 2013 and has held it in 51 quarters since. The position peaked at $22.6M in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Cannell & Spears held 291,287 shares of Coca-Cola worth $22.2M as of Q1 2026.
Cannell & Spears sold 12,730 Coca-Cola shares in Q1 2026, an estimated $962K.
Coca-Cola made up 0.43% of Cannell & Spears's portfolio in Q1 2026, its #64 holding.
Cannell & Spears first reported a position in Coca-Cola in Q3 2013 and has held it in 51 quarters since.
Cannell & Spears's Coca-Cola position peaked at $22.6M in Q1 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.