Csenge Advisory Group’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 | $4.84M | Buy |
63,631
+1,017
| +2% | +$76.9K | 0.22% | 91 |
|
|
2025
Q4 | $4.38M | Buy |
62,614
+55
| +0.1% | +$3.83K | 0.2% | 101 |
|
|
2025
Q3 | $4.15M | Sell |
62,559
-4,141
| -6% | -$285K | 0.2% | 96 |
|
|
2025
Q2 | $4.81M | Sell |
66,700
-527
| -0.8% | -$37.5K | 0.25% | 79 |
|
|
2025
Q1 | $4.91M | Buy |
67,227
+1,082
| +2% | +$72.3K | 0.28% | 70 |
|
|
2024
Q4 | $4.12M | Sell |
66,145
-5,506
| -8% | -$359K | 0.22% | 89 |
|
|
2024
Q3 | $4.98M | Sell |
71,651
-600
| -0.8% | -$41.1K | 0.26% | 80 |
|
|
2024
Q2 | $4.6M | Buy |
72,251
+925
| +1% | +$57.3K | 0.26% | 74 |
|
|
2024
Q1 | $4.36M | Sell |
71,326
-291
| -0.4% | -$17.5K | 0.24% | 74 |
|
|
2023
Q4 | $4.22M | Sell |
71,617
-208
| -0.3% | -$11.8K | 0.26% | 68 |
|
|
2023
Q3 | $4.02M | Sell |
71,825
-570
| -0.8% | -$34.2K | 0.27% | 70 |
|
|
2023
Q2 | $4.36M | Sell |
72,395
-353
| -0.5% | -$22K | 0.29% | 66 |
|
|
2023
Q1 | $4.51M | Sell |
72,748
-49
| -0.1% | -$2.97K | 0.33% | 61 |
|
|
2022
Q4 | $4.63M | Buy |
72,797
+3,270
| +5% | +$197K | 0.36% | 61 |
|
|
2022
Q3 | $3.9M | Buy |
69,527
+3,510
| +5% | +$218K | 0.32% | 68 |
|
|
2022
Q2 | $4.15M | Buy |
66,017
+4,903
| +8% | +$311K | 0.35% | 64 |
|
|
2022
Q1 | $3.79M | Buy |
61,114
+3,706
| +6% | +$225K | 0.3% | 61 |
|
|
2021
Q4 | $3.1M | Sell |
57,408
-2,016
| -3% | -$112K | 0.28% | 72 |
|
|
2021
Q3 | $3.15M | Buy |
59,424
+2,016
| +4% | +$112K | 0.27% | 76 |
|
|
2021
Q2 | $3.1M | Buy |
57,408
+21,865
| +62% | +$1.19M | 0.28% | 72 |
|
|
2021
Q1 | $1.89M | Sell |
35,543
-5,370
| -13% | -$270K | 0.19% | 90 |
|
|
2020
Q4 | $2.24M | Sell |
40,913
-1,636
| -4% | -$84.6K | 0.27% | 67 |
|
|
2020
Q3 | $2.08M | Buy |
42,549
+346
| +0.8% | +$16.6K | 0.29% | 66 |
|
|
2020
Q2 | $1.89M | Buy |
42,203
+19,482
| +86% | +$897K | 0.27% | 70 |
|
|
2020
Q1 | $1M | Sell |
22,721
-1,166
| -5% | -$63K | 0.26% | 83 |
|
|
2019
Q4 | $1.32M | Buy |
23,887
+4,404
| +23% | +$237K | 0.34% | 57 |
|
|
2019
Q3 | $1.06M | Buy |
19,483
+15,043
| +339% | +$806K | 0.29% | 69 |
|
|
2019
Q2 | $226K | Sell |
4,440
-1,716
| -28% | -$84.1K | 0.08% | 171 |
|
|
2019
Q1 | $288K | Sell |
6,156
-1,020
| -14% | -$47.7K | 0.1% | 151 |
|
|
2018
Q4 | $339K | Sell |
7,176
-112
| -2% | -$5.36K | 0.12% | 124 |
|
|
2018
Q3 | $362K | Sell |
7,288
-2,832
| -28% | -$129K | 0.14% | 101 |
|
|
2018
Q2 | $444K | Sell |
10,120
-16,516
| -62% | -$713K | 0.16% | 133 |
|
|
2018
Q1 | $1.16M | Buy |
26,636
+153
| +0.6% | +$6.87K | 0.4% | 59 |
|
|
2017
Q4 | $1.22M | Buy |
26,483
+1,606
| +6% | +$73.8K | 0.43% | 60 |
|
|
2017
Q3 | $1.12M | Buy |
+24,877
| New | +$1.13M | 0.44% | 58 |
|
Other funds holding KO
VCM
VPM
Csenge Advisory Group's KO Position: Q1 2026 in Review
Csenge Advisory Group increased its Coca-Cola (KO) stake by 1.6% in Q1 2026, buying an estimated $76.9K and bringing the position to 63,631 shares worth $4.84M. The position accounts for 0.22% of the portfolio, ranked #91.
Csenge Advisory Group first reported a position in KO in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.98M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Csenge Advisory Group held 63,631 shares of Coca-Cola worth $4.84M as of Q1 2026.
- Csenge Advisory Group bought 1,017 Coca-Cola shares in Q1 2026, an estimated $76.9K.
- Coca-Cola made up 0.22% of Csenge Advisory Group's portfolio in Q1 2026, its #91 holding.
- Csenge Advisory Group first reported a position in Coca-Cola in Q3 2017 and has held it in 35 quarters since.
- Csenge Advisory Group's Coca-Cola position peaked at $4.98M in Q3 2024.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.