Centaurus Financial’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 | $1.97M | Sell |
25,841
-417
| -2% | -$31.5K | 0.09% | 209 |
|
|
2025
Q4 | $1.84M | Sell |
26,258
-3,262
| -11% | -$227K | 0.08% | 218 |
|
|
2025
Q3 | $1.96M | Buy |
29,520
+3,553
| +14% | +$245K | 0.09% | 208 |
|
|
2025
Q2 | $1.84M | Sell |
25,967
-8,253
| -24% | -$588K | 0.11% | 202 |
|
|
2025
Q1 | $2.45M | Sell |
34,220
-786
| -2% | -$52.5K | 0.15% | 142 |
|
|
2024
Q4 | $2.18M | Buy |
35,006
+7,394
| +27% | +$483K | 0.13% | 158 |
|
|
2024
Q3 | $1.98M | Sell |
27,612
-4,372
| -14% | -$299K | 0.13% | 157 |
|
|
2024
Q2 | $2.04M | Sell |
31,984
-10,219
| -24% | -$633K | 0.14% | 152 |
|
|
2024
Q1 | $2.58M | Sell |
42,203
-1,741
| -4% | -$105K | 0.18% | 128 |
|
|
2023
Q4 | $2.59M | Buy |
43,944
+1,669
| +4% | +$94.8K | 0.2% | 111 |
|
|
2023
Q3 | $2.37M | Buy |
42,275
+369
| +0.9% | +$22.1K | 0.21% | 111 |
|
|
2023
Q2 | $2.52M | Sell |
41,906
-3,448
| -8% | -$215K | 0.22% | 120 |
|
|
2023
Q1 | $2.81M | Buy |
45,354
+10,810
| +31% | +$655K | 0.23% | 115 |
|
|
2022
Q4 | $2.2M | Sell |
34,544
-8,246
| -19% | -$498K | 0.21% | 125 |
|
|
2022
Q3 | $2.4M | Buy |
42,790
+1,734
| +4% | +$108K | 0.23% | 113 |
|
|
2022
Q2 | $2.58M | Sell |
41,056
-5,302
| -11% | -$336K | 0.25% | 110 |
|
|
2022
Q1 | $2.87M | Sell |
46,358
-5,984
| -11% | -$364K | 0.23% | 114 |
|
|
2021
Q4 | $3.1M | Buy |
52,342
+1,569
| +3% | +$87.4K | 0.23% | 110 |
|
|
2021
Q3 | $2.66M | Sell |
50,773
-5,033
| -9% | -$281K | 0.22% | 112 |
|
|
2021
Q2 | $3.02M | Buy |
55,806
+1,009
| +2% | +$54.9K | 0.25% | 98 |
|
|
2021
Q1 | $2.89M | Sell |
54,797
-10,700
| -16% | -$539K | 0.28% | 82 |
|
|
2020
Q4 | $3.59M | Buy |
65,497
+53,349
| +439% | +$2.76M | 0.38% | 60 |
|
|
2020
Q3 | $600K | Sell |
12,148
-6,110
| -33% | -$294K | 0.08% | 248 |
|
|
2020
Q2 | $816K | Buy |
18,258
+1,855
| +11% | +$85.4K | 0.12% | 200 |
|
|
2020
Q1 | $726K | Buy |
16,403
+4,968
| +43% | +$268K | 0.15% | 173 |
|
|
2019
Q4 | $633K | Sell |
11,435
-486
| -4% | -$26.1K | 0.09% | 254 |
|
|
2019
Q3 | $649K | Sell |
11,921
-1,206
| -9% | -$64.6K | 0.1% | 231 |
|
|
2019
Q2 | $668K | Buy |
13,127
+12,438
| +1,805% | +$610K | 0.11% | 227 |
|
|
2019
Q1 | $14.7K | Buy |
689
+18
| +3% | +$842 | 0.09% | 195 |
|
|
2018
Q4 | $14 | Buy |
671
+657
| +4,693% | +$31.4K | 0.1% | 156 |
|
|
2018
Q3 | $656 | Sell |
14
-22,078
| -100% | -$1.01M | 0.12% | 196 |
|
|
2018
Q2 | $969K | Buy |
22,092
+7,848
| +55% | +$339K | 0.13% | 172 |
|
|
2018
Q1 | $619K | Buy |
14,244
+862
| +6% | +$38.7K | 0.15% | 171 |
|
|
2017
Q4 | $614K | Buy |
+13,382
| New | +$615K | 0.16% | 155 |
|
Other funds holding KO
VCM
VPM
Centaurus Financial's KO Position: Q1 2026 in Review
Centaurus Financial reduced its Coca-Cola (KO) stake by 1.6% in Q1 2026, selling an estimated $31.5K and leaving 25,841 shares worth $1.97M. The position accounts for 0.09% of the portfolio, ranked #209.
Centaurus Financial first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.59M in Q4 2020. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Centaurus Financial held 25,841 shares of Coca-Cola worth $1.97M as of Q1 2026.
- Centaurus Financial sold 417 Coca-Cola shares in Q1 2026, an estimated $31.5K.
- Coca-Cola made up 0.09% of Centaurus Financial's portfolio in Q1 2026, its #209 holding.
- Centaurus Financial first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- Centaurus Financial's Coca-Cola position peaked at $3.59M in Q4 2020.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.