Contravisory Investment Management’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
Q2 | $167K | Sell |
2,050
-415
| -17% | -$32.8K | 0.03% | 220 |
|
|
2026
Q1 | $187K | Sell |
2,465
-880
| -26% | -$66.5K | 0.04% | 212 |
|
|
2025
Q4 | $234K | Sell |
3,345
-2,138
| -39% | -$149K | 0.05% | 213 |
|
|
2025
Q3 | $364K | Sell |
5,483
-1,673
| -23% | -$115K | 0.07% | 185 |
|
|
2025
Q2 | $506K | Buy |
7,156
+326
| +5% | +$23.2K | 0.1% | 147 |
|
|
2025
Q1 | $489K | Buy |
6,830
+6,807
| +29,596% | +$455K | 0.1% | 152 |
|
|
2024
Q4 | $1.43K | Buy |
+23
| New | +$1.5K | ﹤0.01% | 365 |
|
|
2023
Q4 | – | Sell |
-5,501
| Closed | -$308K | – | 398 |
|
|
2023
Q3 | $308K | Sell |
5,501
-369
| -6% | -$22.1K | 0.09% | 162 |
|
|
2023
Q2 | $353K | Hold |
5,870
| – | – | 0.09% | 154 |
|
|
2023
Q1 | $364K | Buy |
5,870
+114
| +2% | +$6.9K | 0.1% | 141 |
|
|
2022
Q4 | $366K | Buy |
5,756
+850
| +17% | +$51.3K | 0.1% | 139 |
|
|
2022
Q3 | $275K | Buy |
+4,906
| New | +$305K | 0.09% | 149 |
|
|
2020
Q3 | – | Sell |
-83,503
| Closed | -$3.9M | – | 272 |
|
|
2020
Q2 | $3.9M | Buy |
83,503
+3,248
| +4% | +$150K | 1.44% | 39 |
|
|
2020
Q1 | $3.55M | Buy |
80,255
+2,225
| +3% | +$120K | 1.57% | 33 |
|
|
2019
Q4 | $4.32M | Buy |
78,030
+1,444
| +2% | +$77.6K | 1.58% | 34 |
|
|
2019
Q3 | $4.17M | Sell |
76,586
-661
| -0.9% | -$35.4K | 1.58% | 36 |
|
|
2019
Q2 | $3.93M | Sell |
77,247
-3,871
| -5% | -$190K | 1.52% | 34 |
|
|
2019
Q1 | $3.8M | Buy |
81,118
+81,097
| +386,176% | +$3.79M | 1.47% | 37 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 282 |
|
|
2018
Q3 | $1K | Buy |
+21
| New | +$959 | ﹤0.01% | 276 |
|
|
2018
Q1 | – | Sell |
-19
| Closed | -$1K | – | 397 |
|
|
2017
Q4 | $1K | Sell |
19
-190
| -91% | -$8.73K | ﹤0.01% | 369 |
|
|
2017
Q3 | $9K | Buy |
+209
| New | +$9.51K | ﹤0.01% | 276 |
|
|
2016
Q4 | – | Sell |
-161,797
| Closed | -$6.85M | – | 309 |
|
|
2016
Q3 | $6.85M | Sell |
161,797
-8,295
| -5% | -$364K | 2.2% | 19 |
|
|
2016
Q2 | $7.71M | Sell |
170,092
-12,315
| -7% | -$557K | 2.37% | 17 |
|
|
2016
Q1 | $8.46M | Sell |
182,407
-10,313
| -5% | -$449K | 2.47% | 18 |
|
|
2015
Q4 | $8.28M | Sell |
192,720
-32,936
| -15% | -$1.4M | 2.2% | 20 |
|
|
2015
Q3 | $9.05M | Sell |
225,656
-1,006
| -0.4% | -$40.3K | 2.13% | 27 |
|
|
2015
Q2 | $8.89M | Sell |
226,662
-16,622
| -7% | -$676K | 1.93% | 30 |
|
|
2015
Q1 | $9.87M | Buy |
243,284
+9,437
| +4% | +$395K | 1.98% | 36 |
|
|
2014
Q4 | $9.87M | Buy |
+233,847
| New | +$9.99M | 2% | 34 |
|
Other funds holding KO
RG
ATO
CRM
JIC
Contravisory Investment Management's KO Position: Q2 2026 in Review
Contravisory Investment Management reduced its Coca-Cola (KO) stake by 17% in Q2 2026, selling an estimated $32.8K and leaving 2,050 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #220.
Contravisory Investment Management first reported a position in KO in Q4 2014 and has held it in 30 quarters since. The position peaked at $9.87M in Q4 2014. 1,083 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Contravisory Investment Management held 2,050 shares of Coca-Cola worth $167K as of Q2 2026.
- Contravisory Investment Management sold 415 Coca-Cola shares in Q2 2026, an estimated $32.8K.
- Coca-Cola made up 0.03% of Contravisory Investment Management's portfolio in Q2 2026, its #220 holding.
- Contravisory Investment Management first reported a position in Coca-Cola in Q4 2014 and has held it in 30 quarters since.
- Contravisory Investment Management's Coca-Cola position peaked at $9.87M in Q4 2014.
- 1,083 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.