Convergence Investment Partners’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 | $346K | Sell |
4,543
-250
| -5% | -$18.9K | 0.06% | 214 |
|
|
2025
Q4 | $335K | Sell |
4,793
-173
| -3% | -$12.1K | 0.07% | 216 |
|
|
2025
Q3 | $329K | Hold |
4,966
| – | – | 0.07% | 216 |
|
|
2025
Q2 | $351K | Sell |
4,966
-282
| -5% | -$20.1K | 0.09% | 200 |
|
|
2025
Q1 | $376K | Sell |
5,248
-1,253
| -19% | -$83.7K | 0.1% | 203 |
|
|
2024
Q4 | $405K | Sell |
6,501
-56
| -0.9% | -$3.65K | 0.09% | 194 |
|
|
2024
Q3 | $471K | Sell |
6,557
-17,926
| -73% | -$1.23M | 0.13% | 176 |
|
|
2024
Q2 | $1.56M | Sell |
24,483
-763
| -3% | -$47.2K | 0.46% | 65 |
|
|
2024
Q1 | $1.54M | Sell |
25,246
-4,010
| -14% | -$241K | 0.59% | 48 |
|
|
2023
Q4 | $1.72M | Buy |
29,256
+2,915
| +11% | +$166K | 0.9% | 33 |
|
|
2023
Q3 | $1.48M | Sell |
26,341
-527
| -2% | -$31.6K | 0.87% | 38 |
|
|
2023
Q2 | $1.62M | Sell |
26,868
-537
| -2% | -$33.4K | 0.93% | 38 |
|
|
2023
Q1 | $1.7M | Buy |
27,405
+301
| +1% | +$18.2K | 1% | 31 |
|
|
2022
Q4 | $1.72M | Buy |
27,104
+82
| +0.3% | +$4.95K | 1.02% | 27 |
|
|
2022
Q3 | $1.51M | Sell |
27,022
-447
| -2% | -$27.8K | 0.99% | 33 |
|
|
2022
Q2 | $1.73M | Sell |
27,469
-3,771
| -12% | -$239K | 1.05% | 27 |
|
|
2022
Q1 | $1.94M | Buy |
31,240
+716
| +2% | +$43.5K | 1% | 29 |
|
|
2021
Q4 | $1.81M | Buy |
30,524
+3,151
| +12% | +$175K | 0.92% | 31 |
|
|
2021
Q3 | $1.44M | Buy |
27,373
+18,803
| +219% | +$1.05M | 0.77% | 45 |
|
|
2021
Q2 | $464K | Sell |
8,570
-329
| -4% | -$17.9K | 0.2% | 112 |
|
|
2021
Q1 | $469K | Sell |
8,899
-181
| -2% | -$9.11K | 0.21% | 104 |
|
|
2020
Q4 | $498K | Buy |
9,080
+208
| +2% | +$10.8K | 0.25% | 98 |
|
|
2020
Q3 | $438K | Sell |
8,872
-20,348
| -70% | -$979K | 0.15% | 194 |
|
|
2020
Q2 | $1.31M | Sell |
29,220
-11,683
| -29% | -$538K | 0.45% | 72 |
|
|
2020
Q1 | $1.81M | Buy |
40,903
+13,981
| +52% | +$755K | 0.79% | 35 |
|
|
2019
Q4 | $1.49M | Buy |
26,922
+18,224
| +210% | +$980K | 0.42% | 75 |
|
|
2019
Q3 | $474K | Sell |
8,698
-9,780
| -53% | -$524K | 0.13% | 182 |
|
|
2019
Q2 | $941K | Sell |
18,478
-18,770
| -50% | -$920K | 0.23% | 160 |
|
|
2019
Q1 | $1.75M | Buy |
37,248
+27,896
| +298% | +$1.3M | 0.38% | 98 |
|
|
2018
Q4 | $443K | Buy |
9,352
+1,209
| +15% | +$57.9K | 0.1% | 199 |
|
|
2018
Q3 | $376K | Buy |
8,143
+349
| +4% | +$15.9K | 0.08% | 249 |
|
|
2018
Q2 | $342K | Sell |
7,794
-246
| -3% | -$10.6K | 0.05% | 274 |
|
|
2018
Q1 | $349K | Buy |
8,040
+952
| +13% | +$42.8K | 0.05% | 268 |
|
|
2017
Q4 | $325K | Buy |
7,088
+229
| +3% | +$10.5K | 0.04% | 277 |
|
|
2017
Q3 | $309K | Sell |
6,859
-111
| -2% | -$5.05K | 0.04% | 299 |
|
|
2017
Q2 | $313K | Buy |
+6,970
| New | +$308K | 0.05% | 318 |
|
|
2017
Q1 | – | Sell |
-5,369
| Closed | -$223K | – | 357 |
|
|
2016
Q4 | $223K | Sell |
5,369
-720
| -12% | -$30K | 0.03% | 300 |
|
|
2016
Q3 | $258K | Sell |
6,089
-914
| -13% | -$40.1K | 0.04% | 311 |
|
|
2016
Q2 | $317K | Sell |
7,003
-20,782
| -75% | -$939K | 0.04% | 294 |
|
|
2016
Q1 | $1.29M | Sell |
27,785
-171
| -0.6% | -$7.44K | 0.15% | 221 |
|
|
2015
Q4 | $1.2M | Sell |
27,956
-37
| -0.1% | -$1.57K | 0.13% | 234 |
|
|
2015
Q3 | $1.12M | Buy |
27,993
+21,481
| +330% | +$860K | 0.13% | 243 |
|
|
2015
Q2 | $255K | Sell |
6,512
-162
| -2% | -$6.59K | 0.03% | 332 |
|
|
2015
Q1 | $271K | Sell |
6,674
-84
| -1% | -$3.51K | 0.04% | 331 |
|
|
2014
Q4 | $285K | Buy |
6,758
+132
| +2% | +$5.64K | 0.04% | 319 |
|
|
2014
Q3 | $283K | Buy |
6,626
+178
| +3% | +$7.36K | 0.04% | 319 |
|
|
2014
Q2 | $273K | Buy |
6,448
+203
| +3% | +$8.24K | 0.04% | 326 |
|
|
2014
Q1 | $241K | Buy |
6,245
+313
| +5% | +$12.1K | 0.04% | 328 |
|
|
2013
Q4 | $245K | Sell |
5,932
-9
| -0.2% | -$355 | 0.04% | 337 |
|
|
2013
Q3 | $225K | Buy |
+5,941
| New | +$235K | 0.05% | 271 |
|
Other funds holding KO
VCM
VPM
Convergence Investment Partners's KO Position: Q1 2026 in Review
Convergence Investment Partners reduced its Coca-Cola (KO) stake by 5.2% in Q1 2026, selling an estimated $18.9K and leaving 4,543 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #214.
Convergence Investment Partners first reported a position in KO in Q3 2013 and has held it in 50 quarters since. The position peaked at $1.94M in Q1 2022. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Convergence Investment Partners held 4,543 shares of Coca-Cola worth $346K as of Q1 2026.
- Convergence Investment Partners sold 250 Coca-Cola shares in Q1 2026, an estimated $18.9K.
- Coca-Cola made up 0.06% of Convergence Investment Partners's portfolio in Q1 2026, its #214 holding.
- Convergence Investment Partners first reported a position in Coca-Cola in Q3 2013 and has held it in 50 quarters since.
- Convergence Investment Partners's Coca-Cola position peaked at $1.94M in Q1 2022.
- 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.