Clean Yield Group’s Coca-Cola KO Stock Holding History

Clean Yield 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	$420K	Sell	5,522 -166	-3%	-$12.5K	0.12%	101
2025 Q4	$398K	Hold	5,688	–	–	0.11%	107
2025 Q3	$377K	Sell	5,688 -250	-4%	-$17.2K	0.11%	104
2025 Q2	$420K	Buy	5,938 +161	+3%	+$11.5K	0.13%	95
2025 Q1	$414K	Hold	5,777	–	–	0.13%	95
2024 Q4	$360K	Sell	5,777 -28	-0.5%	-$1.83K	0.11%	107
2024 Q3	$417K	Buy	5,805 +28	+0.5%	+$1.92K	0.13%	95
2024 Q2	$368K	Sell	5,777 -166	-3%	-$10.3K	0.14%	90
2024 Q1	$364K	Sell	5,943 -300	-5%	-$18K	0.14%	94
2023 Q4	$368K	Hold	6,243	–	–	0.15%	93
2023 Q3	$335K	Hold	6,243	–	–	0.15%	91
2023 Q2	$376K	Hold	6,243	–	–	0.15%	91
2023 Q1	$387K	Sell	6,243 -82	-1%	-$4.96K	0.16%	91
2022 Q4	$402K	Buy	6,325 +614	+11%	+$37.1K	0.17%	92
2022 Q3	$320K	Sell	5,711 -140	-2%	-$8.7K	0.15%	101
2022 Q2	$368K	Sell	5,851 -40	-0.7%	-$2.54K	0.15%	97
2022 Q1	$365K	Sell	5,891 -610	-9%	-$37.1K	0.13%	105
2021 Q4	$385K	Buy	6,501 +90	+1%	+$5.01K	0.12%	112
2021 Q3	$336K	Buy	6,411 +1,133	+21%	+$63.2K	0.11%	113
2021 Q2	$286K	Hold	5,278	–	–	0.1%	120
2021 Q1	$278K	Sell	5,278 -370	-7%	-$18.6K	0.1%	117
2020 Q4	$310K	Sell	5,648 -235	-4%	-$12.2K	0.11%	105
2020 Q3	$290K	Buy	5,883 +200	+4%	+$9.62K	0.12%	102
2020 Q2	$254K	Sell	5,683 -300	-5%	-$13.8K	0.11%	106
2020 Q1	$265K	Sell	5,983 -833	-12%	-$45K	0.13%	98
2019 Q4	$377K	Hold	6,816	–	–	0.12%	106
2019 Q3	$371K	Hold	6,816	–	–	0.12%	103
2019 Q2	$347K	Sell	6,816 -200	-3%	-$9.8K	0.13%	99
2019 Q1	$329K	Sell	7,016 -195	-3%	-$9.12K	0.13%	103
2018 Q4	$341K	Buy	7,211 +1,769	+33%	+$84.7K	0.15%	104
2018 Q3	$251K	Hold	5,442	–	–	0.1%	122
2018 Q2	$239K	Sell	5,442 -800	-13%	-$34.6K	0.1%	123
2018 Q1	$271K	Buy	6,242 +800	+15%	+$35.9K	0.11%	120
2017 Q4	$250K	Hold	5,442	–	–	0.1%	122
2017 Q3	$245K	Hold	5,442	–	–	0.1%	124
2017 Q2	$243K	Hold	5,442	–	–	0.1%	125
2017 Q1	$231K	Sell	5,442 -918	-14%	-$38.3K	0.1%	125
2016 Q4	$264K	Buy	6,360 +218	+4%	+$9.07K	0.12%	116
2016 Q3	$260K	Hold	6,142	–	–	0.11%	116
2016 Q2	$278K	Hold	6,142	–	–	0.12%	111
2016 Q1	$281K	Hold	6,142	–	–	0.12%	107
2015 Q4	$258K	Hold	6,142	–	–	0.13%	110
2015 Q3	$262K	Hold	6,142	–	–	0.12%	113
2015 Q2	$241K	Hold	6,142	–	–	0.11%	116
2015 Q1	$249K	Buy	+6,142	New	+$257K	0.11%	109

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

Clean Yield Group's KO Position: Q1 2026 in Review

Clean Yield Group reduced its Coca-Cola (KO) stake by 2.9% in Q1 2026, selling an estimated $12.5K and leaving 5,522 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #101.

Clean Yield Group first reported a position in KO in Q1 2015 and has held it in 45 quarters since. The position peaked at $420K in Q2 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Clean Yield Group held 5,522 shares of Coca-Cola worth $420K as of Q1 2026.
Clean Yield Group sold 166 Coca-Cola shares in Q1 2026, an estimated $12.5K.
Coca-Cola made up 0.12% of Clean Yield Group's portfolio in Q1 2026, its #101 holding.
Clean Yield Group first reported a position in Coca-Cola in Q1 2015 and has held it in 45 quarters since.
Clean Yield Group's Coca-Cola position peaked at $420K in Q2 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.