CCM Investment Advisers’s Coca-Cola KO Stock Holding History

CCM Investment Advisers’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	$302K	Hold	3,973	–	–	0.03%	77
2025 Q4	$278K	Sell	3,973 -179	-4%	-$12.5K	0.03%	73
2025 Q3	$275K	Buy	+4,152	New	+$286K	0.03%	73
2017 Q4	–	Sell	-18,560	Closed	-$835K	–	88
2017 Q3	$835K	Hold	18,560	–	–	0.16%	61
2017 Q2	$832K	Sell	18,560 -12	-0.1%	-$530	0.16%	62
2017 Q1	$788K	Sell	18,572 -400	-2%	-$16.7K	0.16%	71
2016 Q4	$786K	Buy	18,972 +400	+2%	+$16.6K	0.17%	70
2016 Q3	$785K	Sell	18,572 -500	-3%	-$21.9K	0.17%	68
2016 Q2	$864K	Sell	19,072 -21,515	-53%	-$972K	0.08%	89
2016 Q1	$1.88M	Sell	40,587 -1,557	-4%	-$67.8K	0.18%	62
2015 Q4	$1.81M	Sell	42,144 -1,037	-2%	-$44K	0.17%	57
2015 Q3	$1.73M	Sell	43,181 -1,275	-3%	-$51.1K	0.17%	62
2015 Q2	$1.74M	Sell	44,456 -1,738	-4%	-$70.7K	0.16%	69
2015 Q1	$1.87M	Sell	46,194 -2,365	-5%	-$98.9K	0.18%	70
2014 Q4	$2.05M	Sell	48,559 -2,488	-5%	-$106K	0.19%	64
2014 Q3	$2.18M	Sell	51,047 -725	-1%	-$30K	0.19%	66
2014 Q2	$2.19M	Sell	51,772 -9,761	-16%	-$396K	0.2%	62
2014 Q1	$2.38M	Sell	61,533 -109,298	-64%	-$4.22M	0.24%	63
2013 Q4	$7.06M	Sell	170,831 -102,427	-37%	-$4.04M	0.66%	50
2013 Q3	$10.4M	Sell	273,258 -211,873	-44%	-$8.38M	1.03%	45
2013 Q2	$19.5M	Buy	+485,131	New	+$20.1M	2%	7

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

CCM Investment Advisers's KO Position: Q1 2026 in Review

CCM Investment Advisers held its Coca-Cola (KO) position steady in Q1 2026 at 3,973 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #77.

CCM Investment Advisers first reported a position in KO in Q2 2013 and has held it in 21 quarters since. The position peaked at $19.5M in Q2 2013. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

CCM Investment Advisers held 3,973 shares of Coca-Cola worth $302K as of Q1 2026.
CCM Investment Advisers left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.03% of CCM Investment Advisers's portfolio in Q1 2026, its #77 holding.
CCM Investment Advisers first reported a position in Coca-Cola in Q2 2013 and has held it in 21 quarters since.
CCM Investment Advisers's Coca-Cola position peaked at $19.5M in Q2 2013.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.