Connors Investor Services’s Coca-Cola KO Stock Holding History

Connors Investor Services’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	$14.2M	Buy	186,665 +3,276	+2%	+$248K	1.31%	32
2025 Q4	$12.8M	Sell	183,389 -46	-0%	-$3.21K	1.1%	38
2025 Q3	$12.2M	Buy	183,435 +5,282	+3%	+$364K	1.04%	43
2025 Q2	$12.6M	Buy	178,153 +4,171	+2%	+$297K	1.12%	39
2025 Q1	$12.4M	Buy	173,982 +6,286	+4%	+$420K	1.24%	39
2024 Q4	$10.4M	Sell	167,696 -13,968	-8%	-$912K	0.98%	41
2024 Q3	$13M	Sell	181,664 -12,967	-7%	-$888K	1.26%	35
2024 Q2	$12.4M	Buy	194,631 +9,244	+5%	+$572K	1.29%	36
2024 Q1	$11.3M	Buy	185,387 +4,694	+3%	+$282K	1.2%	40
2023 Q4	$10.6M	Buy	180,693 +42,642	+31%	+$2.42M	1.2%	41
2023 Q3	$7.73M	Sell	138,051 -153	-0.1%	-$9.18K	0.95%	45
2023 Q2	$8.32M	Sell	138,204 -2,845	-2%	-$177K	0.94%	45
2023 Q1	$8.75M	Buy	141,049 +3,821	+3%	+$231K	1.03%	42
2022 Q4	$8.73M	Buy	137,228 +6,935	+5%	+$419K	1.09%	37
2022 Q3	$7.3M	Buy	130,293 +126,161	+3,053%	+$7.84M	0.96%	44
2022 Q2	$260K	Hold	4,132	–	–	0.03%	125
2022 Q1	$256K	Hold	4,132	–	–	0.03%	135
2021 Q4	$245K	Hold	4,132	–	–	0.02%	140
2021 Q3	$217K	Hold	4,132	–	–	0.02%	150
2021 Q2	$224K	Hold	4,132	–	–	0.02%	153
2021 Q1	$218K	Hold	4,132	–	–	0.02%	147
2020 Q4	$227K	Buy	+4,132	New	+$214K	0.03%	130
2020 Q2	–	Sell	-95,550	Closed	-$4.23M	–	143
2020 Q1	$4.23M	Buy	95,550 +1,932	+2%	+$104K	0.73%	38
2019 Q4	$5.18M	Hold	93,618	–	–	0.66%	45
2019 Q3	$5.1M	Sell	93,618 -350	-0.4%	-$18.7K	0.7%	41
2019 Q2	$4.79M	Sell	93,968 -600	-0.6%	-$29.4K	0.63%	47
2019 Q1	$4.43M	Sell	94,568 -6,128	-6%	-$287K	0.6%	46
2018 Q4	$4.77M	Hold	100,696	–	–	0.74%	44
2018 Q3	$4.65M	Buy	100,696 +30,730	+44%	+$1.4M	0.63%	47
2018 Q2	$3.07M	Hold	69,966	–	–	0.43%	67
2018 Q1	$3.04M	Buy	69,966 +10,266	+17%	+$461K	0.45%	64
2017 Q4	$2.74M	Buy	59,700 +48,068	+413%	+$2.21M	0.39%	69
2017 Q3	$524K	Buy	11,632 +1,732	+17%	+$78.8K	0.08%	97
2017 Q2	$444K	Hold	9,900	–	–	0.07%	101
2017 Q1	$420K	Hold	9,900	–	–	0.07%	102
2016 Q4	$410K	Sell	9,900 -2,450	-20%	-$102K	0.07%	102
2016 Q3	$523K	Hold	12,350	–	–	0.09%	98
2016 Q2	$560K	Hold	12,350	–	–	0.11%	94
2016 Q1	$573K	Hold	12,350	–	–	0.11%	95
2015 Q4	$531K	Sell	12,350 -15,000	-55%	-$637K	0.11%	93
2015 Q3	$1.1M	Sell	27,350 -400	-1%	-$16K	0.25%	89
2015 Q2	$1.09M	Sell	27,750 -10,000	-26%	-$407K	0.23%	91
2015 Q1	$1.53M	Buy	37,750 +7,500	+25%	+$314K	0.33%	81
2014 Q4	$1.28M	Sell	30,250 -1,450	-5%	-$61.9K	0.29%	87
2014 Q3	$1.35M	Buy	31,700 +25,400	+403%	+$1.05M	0.33%	82
2014 Q2	$267K	Hold	6,300	–	–	0.06%	117
2014 Q1	$244K	Sell	6,300 -26,795	-81%	-$1.04M	0.06%	121
2013 Q4	$1.37M	Hold	33,095	–	–	0.34%	86
2013 Q3	$1.25M	Sell	33,095 -3,625	-10%	-$143K	0.35%	87
2013 Q2	$1.47M	Buy	+36,720	New	+$1.52M	0.48%	81

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

Connors Investor Services's KO Position: Q1 2026 in Review

Connors Investor Services increased its Coca-Cola (KO) stake by 1.8% in Q1 2026, buying an estimated $248K and bringing the position to 186,665 shares worth $14.2M. The position accounts for 1.31% of the portfolio, ranked #32.

Connors Investor Services first reported a position in KO in Q2 2013 and has held it in 50 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Connors Investor Services held 186,665 shares of Coca-Cola worth $14.2M as of Q1 2026.
Connors Investor Services bought 3,276 Coca-Cola shares in Q1 2026, an estimated $248K.
Coca-Cola made up 1.31% of Connors Investor Services's portfolio in Q1 2026, its #32 holding.
Connors Investor Services first reported a position in Coca-Cola in Q2 2013 and has held it in 50 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Connors Investor Services's 13F filing for Q1 2026, filed 15 May 2026.