Cheviot Value Management’s Coca-Cola KO Stock Holding History

Cheviot Value Management’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	$311K	Hold	4,089	–	–	0.03%	114
2025 Q4	$299K	Sell	4,089 -300	-7%	-$20.9K	0.03%	115
2025 Q3	$308K	Hold	4,389	–	–	0.03%	117
2025 Q2	$309K	Hold	4,389	–	–	0.04%	100
2025 Q1	$315K	Buy	4,389 +305	+7%	+$20.4K	0.04%	93
2024 Q4	$254K	Hold	4,084	–	–	0.05%	64
2024 Q3	$293K	Hold	4,084	–	–	0.06%	58
2024 Q2	$260K	Hold	4,084	–	–	0.05%	61
2024 Q1	$250K	Hold	4,084	–	–	0.05%	54
2023 Q4	$241K	Hold	4,084	–	–	0.05%	65
2023 Q3	$229K	Hold	4,084	–	–	0.05%	66
2023 Q2	$246K	Hold	4,084	–	–	0.05%	67
2023 Q1	$253K	Hold	4,084	–	–	0.06%	64
2022 Q4	$260K	Hold	4,084	–	–	0.06%	62
2022 Q3	$229K	Hold	4,084	–	–	0.06%	60
2022 Q2	$257K	Sell	4,084 -200	-5%	-$12.7K	0.06%	64
2022 Q1	$266K	Sell	4,284 -325	-7%	-$19.8K	0.06%	65
2021 Q4	$273K	Hold	4,609	–	–	0.06%	64
2021 Q3	$242K	Buy	4,609 +100	+2%	+$5.57K	0.06%	67
2021 Q2	$244K	Sell	4,509 -543	-11%	-$29.5K	0.06%	70
2021 Q1	$266K	Buy	+5,052	New	+$254K	0.07%	63
2020 Q1	–	Sell	-23,645	Closed	-$1.31M	–	66
2019 Q4	$1.31M	Sell	23,645 -255	-1%	-$13.7K	0.5%	38
2019 Q3	$1.3M	Sell	23,900 -411	-2%	-$22K	0.55%	37
2019 Q2	$1.24M	Buy	24,311 +197	+0.8%	+$9.65K	0.54%	40
2019 Q1	$1.13M	Sell	24,114 -605	-2%	-$28.3K	0.55%	39
2018 Q4	$1.17M	Sell	24,719 -5,408	-18%	-$259K	0.61%	36
2018 Q3	$1.39M	Sell	30,127 -483	-2%	-$22.1K	0.65%	33
2018 Q2	$1.34M	Buy	30,610 +97	+0.3%	+$4.19K	0.66%	33
2018 Q1	$1.32M	Sell	30,513 -340	-1%	-$15.3K	0.69%	31
2017 Q4	$1.42M	Buy	30,853 +18	+0.1%	+$827	0.73%	30
2017 Q3	$1.39M	Buy	30,835 +247	+0.8%	+$11.2K	0.75%	30
2017 Q2	$1.37M	Sell	30,588 -1,405	-4%	-$62.1K	0.8%	28
2017 Q1	$1.36M	Buy	31,993 +520	+2%	+$21.7K	0.77%	28
2016 Q4	$1.3M	Buy	31,473 +1,843	+6%	+$76.7K	0.78%	29
2016 Q3	$1.25M	Sell	29,630 -240	-0.8%	-$10.5K	0.78%	26
2016 Q2	$1.35M	Sell	29,870 -30,950	-51%	-$1.4M	0.81%	26
2016 Q1	$2.82M	Sell	60,820 -920	-1%	-$40K	1.8%	22
2015 Q4	$2.65M	Sell	61,740 -4,665	-7%	-$198K	1.72%	21
2015 Q3	$2.66M	Sell	66,405 -6,650	-9%	-$266K	1.77%	21
2015 Q2	$2.87M	Sell	73,055 -74	-0.1%	-$3.01K	1.69%	22
2015 Q1	$2.96M	Sell	73,129 -518	-0.7%	-$21.7K	1.75%	21
2014 Q4	$3.11M	Sell	73,647 -633	-0.9%	-$27K	1.81%	20
2014 Q3	$3.17M	Sell	74,280 -1,246	-2%	-$51.5K	1.84%	18
2014 Q2	$3.2M	Sell	75,526 -774	-1%	-$31.4K	1.71%	19
2014 Q1	$2.95M	Sell	76,300 -3,475	-4%	-$134K	1.63%	19
2013 Q4	$3.3M	Buy	+79,775	New	+$3.15M	1.82%	19

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

Cheviot Value Management's KO Position: Q1 2026 in Review

Cheviot Value Management held its Coca-Cola (KO) position steady in Q1 2026 at 4,089 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #114.

Cheviot Value Management first reported a position in KO in Q4 2013 and has held it in 46 quarters since. The position peaked at $3.3M in Q4 2013. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Cheviot Value Management held 4,089 shares of Coca-Cola worth $311K as of Q1 2026.
Cheviot Value Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.03% of Cheviot Value Management's portfolio in Q1 2026, its #114 holding.
Cheviot Value Management first reported a position in Coca-Cola in Q4 2013 and has held it in 46 quarters since.
Cheviot Value Management's Coca-Cola position peaked at $3.3M in Q4 2013.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.