CIA
KO icon

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
Q2 		$304K Sell
3,737
-236
-6% -$18.6K 0.02% 77
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM Investment Advisers's KO Position: Q2 2026 in Review

CCM Investment Advisers reduced its Coca-Cola (KO) stake by 5.9% in Q2 2026, selling an estimated $18.6K and leaving 3,737 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #77.

CCM Investment Advisers first reported a position in KO in Q2 2013 and has held it in 22 quarters since. The position peaked at $19.5M in Q2 2013. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CCM Investment Advisers held 3,737 shares of Coca-Cola worth $304K as of Q2 2026.
  • CCM Investment Advisers sold 236 Coca-Cola shares in Q2 2026, an estimated $18.6K.
  • Coca-Cola made up 0.02% of CCM Investment Advisers's portfolio in Q2 2026, its #77 holding.
  • CCM Investment Advisers first reported a position in Coca-Cola in Q2 2013 and has held it in 22 quarters since.
  • CCM Investment Advisers's Coca-Cola position peaked at $19.5M in Q2 2013.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.