Capital Analysts LLC’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
Q1 | $5.14M | Buy |
67,593
+2,397
| +4% | +$181K | 0.14% | 131 |
|
|
2025
Q4 | $4.56M | Buy |
65,196
+1,034
| +2% | +$72.1K | 0.13% | 139 |
|
|
2025
Q3 | $4.25M | Sell |
64,162
-1,687
| -3% | -$116K | 0.12% | 148 |
|
|
2025
Q2 | $4.66M | Buy |
65,849
+1,705
| +3% | +$121K | 0.16% | 119 |
|
|
2025
Q1 | $4.59M | Sell |
64,144
-13,009
| -17% | -$869K | 0.17% | 110 |
|
|
2024
Q4 | $4.8M | Buy |
77,153
+12,450
| +19% | +$813K | 0.19% | 98 |
|
|
2024
Q3 | $4.65M | Buy |
64,703
+15,225
| +31% | +$1.04M | 0.19% | 99 |
|
|
2024
Q2 | $3.15M | Buy |
49,478
+2,010
| +4% | +$124K | 0.14% | 130 |
|
|
2024
Q1 | $2.9M | Buy |
47,468
+3,038
| +7% | +$182K | 0.14% | 131 |
|
|
2023
Q4 | $2.62M | Sell |
44,430
-3,569
| -7% | -$203K | 0.13% | 135 |
|
|
2023
Q3 | $2.69M | Buy |
47,999
+691
| +1% | +$41.4K | 0.15% | 118 |
|
|
2023
Q2 | $2.85M | Buy |
47,308
+1,602
| +4% | +$99.7K | 0.16% | 114 |
|
|
2023
Q1 | $2.83M | Buy |
45,706
+4,892
| +12% | +$296K | 0.16% | 113 |
|
|
2022
Q4 | $2.6M | Buy |
40,814
+970
| +2% | +$58.6K | 0.16% | 126 |
|
|
2022
Q3 | $2.23M | Buy |
39,844
+1,708
| +4% | +$106K | 0.15% | 132 |
|
|
2022
Q2 | $2.4M | Buy |
38,136
+1,544
| +4% | +$97.9K | 0.17% | 127 |
|
|
2022
Q1 | $2.27M | Sell |
36,592
-646
| -2% | -$39.3K | 0.14% | 140 |
|
|
2021
Q4 | $2.21M | Buy |
37,238
+521
| +1% | +$29K | 0.13% | 150 |
|
|
2021
Q3 | $1.93M | Buy |
36,717
+311
| +0.9% | +$17.3K | 0.13% | 152 |
|
|
2021
Q2 | $1.97M | Sell |
36,406
-1,000
| -3% | -$54.4K | 0.13% | 148 |
|
|
2021
Q1 | $1.97M | Buy |
37,406
+8,815
| +31% | +$444K | 0.14% | 140 |
|
|
2020
Q4 | $1.57M | Sell |
28,591
-2,653
| -8% | -$137K | 0.14% | 133 |
|
|
2020
Q3 | $1.54M | Sell |
31,244
-990
| -3% | -$47.6K | 0.15% | 123 |
|
|
2020
Q2 | $1.44M | Sell |
32,234
-191
| -0.6% | -$8.8K | 0.15% | 125 |
|
|
2020
Q1 | $1.44M | Buy |
32,425
+1,265
| +4% | +$68.3K | 0.18% | 104 |
|
|
2019
Q4 | $1.73M | Sell |
31,160
-617
| -2% | -$33.2K | 0.17% | 112 |
|
|
2019
Q3 | $1.73M | Buy |
31,777
+365
| +1% | +$19.5K | 0.18% | 99 |
|
|
2019
Q2 | $1.6M | Buy |
31,412
+31
| +0.1% | +$1.52K | 0.17% | 108 |
|
|
2019
Q1 | $1.47M | Buy |
31,381
+4,230
| +16% | +$198K | 0.17% | 107 |
|
|
2018
Q4 | $1.29M | Buy |
27,151
+1,178
| +5% | +$56.4K | 0.17% | 102 |
|
|
2018
Q3 | $1.2M | Buy |
25,973
+580
| +2% | +$26.5K | 0.14% | 138 |
|
|
2018
Q2 | $1.11M | Buy |
25,393
+959
| +4% | +$41.4K | 0.13% | 135 |
|
|
2018
Q1 | $1.06M | Buy |
24,434
+232
| +1% | +$10.4K | 0.13% | 134 |
|
|
2017
Q4 | $1.11M | Sell |
24,202
-579
| -2% | -$26.6K | 0.14% | 128 |
|
|
2017
Q3 | $1.11M | Buy |
24,781
+692
| +3% | +$31.5K | 0.15% | 113 |
|
|
2017
Q2 | $1.08M | Buy |
24,089
+564
| +2% | +$24.9K | 0.15% | 107 |
|
|
2017
Q1 | $998K | Buy |
23,525
+1,832
| +8% | +$76.4K | 0.16% | 97 |
|
|
2016
Q4 | $899K | Buy |
21,693
+851
| +4% | +$35.4K | 0.16% | 102 |
|
|
2016
Q3 | $882K | Buy |
20,842
+2,483
| +14% | +$109K | 0.17% | 102 |
|
|
2016
Q2 | $832K | Sell |
18,359
-108
| -0.6% | -$4.88K | 0.17% | 99 |
|
|
2016
Q1 | $857K | Sell |
18,467
-2,671
| -13% | -$116K | 0.17% | 98 |
|
|
2015
Q4 | $908K | Sell |
21,138
-21,824
| -51% | -$926K | 0.18% | 104 |
|
|
2015
Q3 | $1.72M | Buy |
42,962
+19,793
| +85% | +$793K | 0.33% | 79 |
|
|
2015
Q2 | $909K | Sell |
23,169
-38,044
| -62% | -$1.55M | 0.19% | 113 |
|
|
2015
Q1 | $2.48M | Buy |
61,213
+2,178
| +4% | +$91.1K | 0.52% | 47 |
|
|
2014
Q4 | $2.49M | Buy |
59,035
+923
| +2% | +$39.4K | 0.55% | 43 |
|
|
2014
Q3 | $2.48M | Buy |
58,112
+53
| +0.1% | +$2.19K | 0.58% | 37 |
|
|
2014
Q2 | $2.46M | Buy |
58,059
+470
| +0.8% | +$19.1K | 0.6% | 33 |
|
|
2014
Q1 | $2.23M | Buy |
57,589
+7,581
| +15% | +$293K | 0.58% | 35 |
|
|
2013
Q4 | $2.07M | Buy |
50,008
+3,303
| +7% | +$130K | 0.56% | 43 |
|
|
2013
Q3 | $1.77M | Buy |
46,705
+2,939
| +7% | +$116K | 0.53% | 49 |
|
|
2013
Q2 | $1.76M | Buy |
+43,766
| New | +$1.81M | 0.55% | 43 |
|
Other funds holding KO
VCM
VPM
Capital Analysts LLC's KO Position: Q1 2026 in Review
Capital Analysts LLC increased its Coca-Cola (KO) stake by 3.7% in Q1 2026, buying an estimated $181K and bringing the position to 67,593 shares worth $5.14M. The position accounts for 0.14% of the portfolio, ranked #131.
Capital Analysts LLC 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.
- Capital Analysts LLC held 67,593 shares of Coca-Cola worth $5.14M as of Q1 2026.
- Capital Analysts LLC bought 2,397 Coca-Cola shares in Q1 2026, an estimated $181K.
- Coca-Cola made up 0.14% of Capital Analysts LLC's portfolio in Q1 2026, its #131 holding.
- Capital Analysts LLC 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 Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.