Commonwealth Equity Services’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 | $100M | Sell |
1,320,820
-25,314
| -2% | -$1.91M | 0.14% | 141 |
|
|
2025
Q4 | $94.1M | Sell |
1,346,134
-167,635
| -11% | -$11.7M | 0.13% | 148 |
|
|
2025
Q3 | $100M | Sell |
1,513,769
-121,865
| -7% | -$8.39M | 0.13% | 148 |
|
|
2025
Q2 | $116M | Sell |
1,635,634
-50,600
| -3% | -$3.6M | 0.15% | 121 |
|
|
2025
Q1 | $121M | Sell |
1,686,234
-33,673
| -2% | -$2.25M | 0.17% | 113 |
|
|
2024
Q4 | $107M | Buy |
1,719,907
+9,015
| +0.5% | +$588K | 0.16% | 119 |
|
|
2024
Q3 | $123M | Sell |
1,710,892
-67,642
| -4% | -$4.63M | 0.19% | 101 |
|
|
2024
Q2 | $113M | Sell |
1,778,534
-16,899
| -0.9% | -$1.05M | 0.18% | 104 |
|
|
2024
Q1 | $110M | Buy |
1,795,433
+15,842
| +0.9% | +$952K | 0.18% | 103 |
|
|
2023
Q4 | $105M | Buy |
1,779,591
+14,667
| +0.8% | +$833K | 0.19% | 104 |
|
|
2023
Q3 | $98.8M | Buy |
1,764,924
+14,729
| +0.8% | +$883K | 0.2% | 96 |
|
|
2023
Q2 | $105M | Buy |
1,750,195
+32,302
| +2% | +$2.01M | 0.21% | 93 |
|
|
2023
Q1 | $107K | Sell |
1,717,893
-8,308
| -0.5% | -$503K | 0.22% | 83 |
|
|
2022
Q4 | $110M | Buy |
1,726,201
+20,976
| +1% | +$1.27M | 0.26% | 71 |
|
|
2022
Q3 | $95.5M | Buy |
1,705,225
+22,477
| +1% | +$1.4M | 0.25% | 75 |
|
|
2022
Q2 | $106M | Sell |
1,682,748
-43,994
| -3% | -$2.79M | 0.28% | 73 |
|
|
2022
Q1 | $107M | Sell |
1,726,742
-14,703
| -0.8% | -$894K | 0.24% | 82 |
|
|
2021
Q4 | $103M | Buy |
1,741,445
+31,474
| +2% | +$1.75M | 0.23% | 85 |
|
|
2021
Q3 | $89.7M | Buy |
1,709,971
+41,139
| +2% | +$2.29M | 0.23% | 85 |
|
|
2021
Q2 | $90.3M | Buy |
1,668,832
+16,990
| +1% | +$924K | 0.23% | 84 |
|
|
2021
Q1 | $87.1M | Buy |
1,651,842
+39,320
| +2% | +$1.98M | 0.25% | 81 |
|
|
2020
Q4 | $88.4M | Sell |
1,612,522
-28,958
| -2% | -$1.5M | 0.27% | 77 |
|
|
2020
Q3 | $81M | Buy |
1,641,480
+54,362
| +3% | +$2.61M | 0.28% | 74 |
|
|
2020
Q2 | $70.9M | Buy |
1,587,118
+181,104
| +13% | +$8.34M | 0.27% | 77 |
|
|
2020
Q1 | $62.2M | Buy |
1,406,014
+39,821
| +3% | +$2.15M | 0.29% | 73 |
|
|
2019
Q4 | $75.6M | Buy |
1,366,193
+23,378
| +2% | +$1.26M | 0.29% | 72 |
|
|
2019
Q3 | $73.1M | Buy |
1,342,815
+31,037
| +2% | +$1.66M | 0.31% | 70 |
|
|
2019
Q2 | $66.8M | Buy |
1,311,778
+61,859
| +5% | +$3.03M | 0.29% | 74 |
|
|
2019
Q1 | $58.6M | Buy |
1,249,919
+60,501
| +5% | +$2.83M | 0.27% | 75 |
|
|
2018
Q4 | $56.3M | Buy |
1,189,418
+22,139
| +2% | +$1.06M | 0.3% | 76 |
|
|
2018
Q3 | $53.9M | Sell |
1,167,279
-24,659
| -2% | -$1.13M | 0.26% | 81 |
|
|
2018
Q2 | $52.3M | Sell |
1,191,938
-13,839
| -1% | -$598K | 0.27% | 82 |
|
|
2018
Q1 | $52.4M | Sell |
1,205,777
-27,033
| -2% | -$1.21M | 0.28% | 81 |
|
|
2017
Q4 | $56.6M | Sell |
1,232,810
-18,974
| -2% | -$872K | 0.31% | 73 |
|
|
2017
Q3 | $56.3M | Buy |
1,251,784
+16,949
| +1% | +$771K | 0.34% | 70 |
|
|
2017
Q2 | $55.4M | Buy |
1,234,835
+3,836
| +0.3% | +$169K | 0.35% | 64 |
|
|
2017
Q1 | $52.2M | Buy |
1,230,999
+42,099
| +4% | +$1.76M | 0.35% | 65 |
|
|
2016
Q4 | $49.3M | Buy |
1,188,900
+37,193
| +3% | +$1.55M | 0.36% | 60 |
|
|
2016
Q3 | $48.7M | Buy |
1,151,707
+25,688
| +2% | +$1.13M | 0.39% | 57 |
|
|
2016
Q2 | $51M | Sell |
1,126,019
-4,749
| -0.4% | -$215K | 0.43% | 52 |
|
|
2016
Q1 | $52.5M | Buy |
1,130,768
+29,902
| +3% | +$1.3M | 0.47% | 43 |
|
|
2015
Q4 | $47.3M | Buy |
1,100,866
+42,028
| +4% | +$1.78M | 0.45% | 43 |
|
|
2015
Q3 | $42.5M | Buy |
1,058,838
+77,810
| +8% | +$3.12M | 0.45% | 42 |
|
|
2015
Q2 | $38.5M | Sell |
981,028
-7,024
| -0.7% | -$286K | 0.38% | 50 |
|
|
2015
Q1 | $40.1M | Sell |
988,052
-11,728
| -1% | -$491K | 0.42% | 46 |
|
|
2014
Q4 | $42.2M | Sell |
999,780
-28,466
| -3% | -$1.22M | 0.47% | 40 |
|
|
2014
Q3 | $43.9M | Buy |
1,028,246
+27,993
| +3% | +$1.16M | 0.53% | 35 |
|
|
2014
Q2 | $42.4M | Buy |
1,000,253
+59,189
| +6% | +$2.4M | 0.52% | 35 |
|
|
2014
Q1 | $36.4M | Buy |
941,064
+36,124
| +4% | +$1.4M | 0.5% | 36 |
|
|
2013
Q4 | $37.4M | Buy |
904,940
+36,229
| +4% | +$1.43M | 0.54% | 33 |
|
|
2013
Q3 | $32.9M | Buy |
868,711
+35,636
| +4% | +$1.41M | 0.53% | 37 |
|
|
2013
Q2 | $33.4M | Buy |
+833,075
| New | +$34.5M | 0.59% | 32 |
|
Other funds holding KO
VCM
VPM
Commonwealth Equity Services's KO Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Coca-Cola (KO) stake by 1.9% in Q1 2026, selling an estimated $1.91M and leaving 1,320,820 shares worth $100M. The position accounts for 0.14% of the portfolio, ranked #141.
Commonwealth Equity Services first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $123M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Commonwealth Equity Services held 1,320,820 shares of Coca-Cola worth $100M as of Q1 2026.
- Commonwealth Equity Services sold 25,314 Coca-Cola shares in Q1 2026, an estimated $1.91M.
- Coca-Cola made up 0.14% of Commonwealth Equity Services's portfolio in Q1 2026, its #141 holding.
- Commonwealth Equity Services first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Coca-Cola position peaked at $123M in Q3 2024.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.