Charter Research & Investment Group’s Coca-Cola KO Stock Holding History

Charter Research & Investment Group’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	$995K	Hold	13,089	–	–	0.66%	40
2025 Q4	$915K	Sell	13,089 -85	-0.6%	-$5.93K	0.61%	40
2025 Q3	$874K	Hold	13,174	–	–	0.61%	44
2025 Q2	$932K	Hold	13,174	–	–	0.7%	39
2025 Q1	$944K	Hold	13,174	–	–	0.72%	39
2024 Q4	$820K	Hold	13,174	–	–	0.62%	39
2024 Q3	$947K	Hold	13,174	–	–	0.7%	36
2024 Q2	$839K	Sell	13,174 -908	-6%	-$56.2K	0.66%	37
2024 Q1	$862K	Hold	14,082	–	–	0.68%	37
2023 Q4	$830K	Buy	14,082 +247	+2%	+$14K	0.69%	38
2023 Q3	$774K	Hold	13,835	–	–	0.7%	39
2023 Q2	$833K	Hold	13,835	–	–	0.69%	38
2023 Q1	$858K	Buy	13,835 +1,000	+8%	+$60.5K	0.75%	36
2022 Q4	$816K	Hold	12,835	–	–	0.78%	35
2022 Q3	$719K	Sell	12,835 -118	-0.9%	-$7.33K	0.73%	36
2022 Q2	$815K	Hold	12,953	–	–	0.74%	37
2022 Q1	$803K	Hold	12,953	–	–	0.65%	40
2021 Q4	$767K	Buy	12,953 +118	+0.9%	+$6.57K	0.6%	42
2021 Q3	$673K	Hold	12,835	–	–	0.56%	43
2021 Q2	$695K	Hold	12,835	–	–	0.58%	41
2021 Q1	$677K	Hold	12,835	–	–	0.59%	41
2020 Q4	$704K	Buy	12,835 +1,300	+11%	+$67.2K	0.68%	36
2020 Q3	$569K	Hold	11,535	–	–	0.62%	39
2020 Q2	$515K	Hold	11,535	–	–	0.59%	42
2020 Q1	$510K	Sell	11,535 -274	-2%	-$14.8K	0.67%	37
2019 Q4	$654K	Sell	11,809 -183	-2%	-$9.84K	0.66%	42
2019 Q3	$653K	Buy	11,992 +274	+2%	+$14.7K	0.71%	43
2019 Q2	$597K	Hold	11,718	–	–	0.66%	42
2019 Q1	$549K	Hold	11,718	–	–	0.61%	45
2018 Q4	$555K	Sell	11,718 -32	-0.3%	-$1.53K	0.7%	43
2018 Q3	$543K	Hold	11,750	–	–	0.59%	44
2018 Q2	$515K	Hold	11,750	–	–	0.59%	42
2018 Q1	$510K	Hold	11,750	–	–	0.61%	44
2017 Q4	$539K	Buy	+11,750	New	+$540K	0.61%	43
2016 Q3	$496K	Hold	11,718	–	–	0.58%	45
2016 Q2	$531K	Buy	11,718 +86	+0.7%	+$3.89K	0.61%	42
2016 Q1	$540K	Hold	11,632	–	–	0.62%	42
2015 Q4	$500K	Hold	11,632	–	–	0.58%	43
2015 Q3	$467K	Hold	11,632	–	–	0.62%	40
2015 Q2	$456K	Hold	11,632	–	–	0.51%	45
2015 Q1	$472K	Hold	11,632	–	–	0.52%	46
2014 Q4	$491K	Buy	+11,632	New	+$497K	0.54%	47

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

Charter Research & Investment Group's KO Position: Q1 2026 in Review

Charter Research & Investment Group held its Coca-Cola (KO) position steady in Q1 2026 at 13,089 shares worth $995K. The position accounts for 0.66% of the portfolio, ranked #40.

Charter Research & Investment Group first reported a position in KO in Q4 2014 and has held it in 42 quarters since. 3,558 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Charter Research & Investment Group held 13,089 shares of Coca-Cola worth $995K as of Q1 2026.
Charter Research & Investment Group left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.66% of Charter Research & Investment Group's portfolio in Q1 2026, its #40 holding.
Charter Research & Investment Group first reported a position in Coca-Cola in Q4 2014 and has held it in 42 quarters since.
3,558 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.