Choate Investment Advisors’s Coca-Cola KO Stock Holding History

Choate Investment Advisors’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	$15.2M	Buy	199,716 +26,782	+15%	+$2.02M	0.3%	42
2025 Q4	$12.1M	Buy	172,934 +56,345	+48%	+$3.93M	0.24%	52
2025 Q3	$7.73M	Buy	116,589 +61,796	+113%	+$4.25M	0.16%	65
2025 Q2	$3.88M	Sell	54,793 -5,860	-10%	-$417K	0.08%	92
2025 Q1	$4.34M	Sell	60,653 -650	-1%	-$43.4K	0.11%	86
2024 Q4	$3.82M	Buy	61,303 +1,475	+2%	+$96.3K	0.09%	99
2024 Q3	$4.3M	Buy	59,828 +321	+0.5%	+$22K	0.11%	91
2024 Q2	$3.79M	Sell	59,507 -5,633	-9%	-$349K	0.1%	94
2024 Q1	$3.99M	Sell	65,140 -2,364	-4%	-$142K	0.11%	100
2023 Q4	$3.98M	Buy	67,504 +2,389	+4%	+$136K	0.12%	90
2023 Q3	$3.65M	Sell	65,115 -5,199	-7%	-$312K	0.14%	67
2023 Q2	$4.23M	Buy	70,314 +2,645	+4%	+$165K	0.18%	51
2023 Q1	$4.2M	Sell	67,669 -2,149	-3%	-$130K	0.2%	49
2022 Q4	$4.44M	Buy	69,818 +13,252	+23%	+$800K	0.27%	42
2022 Q3	$3.17M	Buy	56,566 +1,301	+2%	+$80.9K	0.21%	49
2022 Q2	$3.48M	Buy	55,265 +1,095	+2%	+$69.4K	0.21%	46
2022 Q1	$3.36M	Sell	54,170 -2,964	-5%	-$180K	0.18%	53
2021 Q4	$3.38M	Buy	57,134 +230	+0.4%	+$12.8K	0.2%	53
2021 Q3	$2.99M	Buy	56,904 +75	+0.1%	+$4.18K	0.19%	55
2021 Q2	$3.08M	Buy	56,829 +1,730	+3%	+$94.1K	0.19%	54
2021 Q1	$2.9M	Buy	55,099 +1,245	+2%	+$62.7K	0.18%	52
2020 Q4	$2.95M	Buy	53,854 +1,527	+3%	+$79K	0.18%	50
2020 Q3	$2.58M	Buy	52,327 +50	+0.1%	+$2.4K	0.17%	54
2020 Q2	$2.34M	Sell	52,277 -2,878	-5%	-$133K	0.17%	55
2020 Q1	$2.44M	Sell	55,155 -2,040	-4%	-$110K	0.19%	58
2019 Q4	$3.17M	Sell	57,195 -350	-0.6%	-$18.8K	0.19%	62
2019 Q3	$3.13M	Sell	57,545 -2,264	-4%	-$121K	0.19%	60
2019 Q2	$3.04M	Sell	59,809 -1,010	-2%	-$49.5K	0.18%	63
2019 Q1	$2.85M	Buy	60,819 +17,229	+40%	+$806K	0.17%	62
2018 Q4	$2.06M	Sell	43,590 -8,765	-17%	-$420K	0.13%	70
2018 Q3	$2.42M	Sell	52,355 -1,871	-3%	-$85.5K	0.13%	64
2018 Q2	$2.38M	Sell	54,226 -2,888	-5%	-$125K	0.14%	70
2018 Q1	$2.48M	Hold	57,114	–	–	0.13%	74
2017 Q4	$2.62M	Sell	57,114 -387	-0.7%	-$17.8K	0.13%	75
2017 Q3	$2.59M	Buy	57,501 +525	+0.9%	+$23.9K	0.14%	73
2017 Q2	$2.56M	Sell	56,976 -2,674	-4%	-$118K	0.14%	71
2017 Q1	$2.53M	Sell	59,650 -562	-0.9%	-$23.4K	0.15%	72
2016 Q4	$2.5M	Sell	60,212 -1,052	-2%	-$43.8K	0.16%	67
2016 Q3	$2.59M	Buy	61,264 +10,223	+20%	+$448K	0.17%	68
2016 Q2	$2.31M	Buy	51,041 +454	+0.9%	+$20.5K	0.16%	69
2016 Q1	$2.35M	Buy	50,587 +3,073	+6%	+$134K	0.16%	70
2015 Q4	$2.01M	Sell	47,514 -3,430	-7%	-$146K	0.15%	82
2015 Q3	$2.04M	Buy	50,944 +7,920	+18%	+$317K	0.14%	69
2015 Q2	$1.69M	Sell	43,024 -1,385	-3%	-$56.3K	0.1%	84
2015 Q1	$1.8M	Sell	44,409 -3,105	-7%	-$130K	0.1%	85
2014 Q4	$2.01M	Sell	47,514 -868	-2%	-$37.1K	0.12%	81
2014 Q3	$2.06M	Buy	48,382 +906	+2%	+$37.5K	0.12%	77
2014 Q2	$2.01M	Sell	47,476 -20,300	-30%	-$824K	0.12%	84
2014 Q1	$2.62M	Sell	67,776 -6,050	-8%	-$234K	0.16%	71
2013 Q4	$3.05M	Sell	73,826 -10,783	-13%	-$425K	0.2%	64
2013 Q3	$3.2M	Sell	84,609 -7,403	-8%	-$293K	0.24%	60
2013 Q2	$3.69M	Buy	+92,012	New	+$3.81M	0.3%	51

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

Choate Investment Advisors's KO Position: Q1 2026 in Review

Choate Investment Advisors increased its Coca-Cola (KO) stake by 15% in Q1 2026, buying an estimated $2.02M and bringing the position to 199,716 shares worth $15.2M. The position accounts for 0.3% of the portfolio, ranked #42.

Choate Investment Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Choate Investment Advisors held 199,716 shares of Coca-Cola worth $15.2M as of Q1 2026.
Choate Investment Advisors bought 26,782 Coca-Cola shares in Q1 2026, an estimated $2.02M.
Coca-Cola made up 0.3% of Choate Investment Advisors's portfolio in Q1 2026, its #42 holding.
Choate Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.