Cypress Capital Group’s Coca-Cola KO Stock Holding History

Cypress Capital Group’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	$3.64M	Buy	47,851 +647	+1%	+$48.9K	0.41%	63
2025 Q4	$3.3M	Buy	47,204 +184	+0.4%	+$12.8K	0.37%	63
2025 Q3	$3.12M	Buy	47,020 +904	+2%	+$62.2K	0.37%	67
2025 Q2	$3.26M	Sell	46,116 -765	-2%	-$54.5K	0.41%	58
2025 Q1	$3.36M	Sell	46,881 -6,053	-11%	-$404K	0.44%	60
2024 Q4	$3.3M	Sell	52,934 -1,430	-3%	-$93.3K	0.4%	59
2024 Q3	$3.91M	Sell	54,364 -104	-0.2%	-$7.12K	0.44%	55
2024 Q2	$3.47M	Buy	54,468 +3,037	+6%	+$188K	0.42%	60
2024 Q1	$3.15M	Buy	51,431 +139	+0.3%	+$8.35K	0.38%	65
2023 Q4	$3.02M	Sell	51,292 -2,290	-4%	-$130K	0.39%	65
2023 Q3	$3M	Sell	53,582 -2,287	-4%	-$137K	0.43%	64
2023 Q2	$3.36M	Buy	55,869 +8,847	+19%	+$550K	0.49%	58
2023 Q1	$2.92M	Sell	47,022 -866	-2%	-$52.4K	0.45%	61
2022 Q4	$3.05M	Sell	47,888 -4,829	-9%	-$292K	0.46%	57
2022 Q3	$2.95M	Sell	52,717 -439	-0.8%	-$27.3K	0.49%	59
2022 Q2	$3.34M	Buy	53,156 +574	+1%	+$36.4K	0.51%	56
2022 Q1	$3.26M	Buy	52,582 +5,186	+11%	+$315K	0.4%	73
2021 Q4	$2.81M	Sell	47,396 -15,382	-25%	-$857K	0.35%	77
2021 Q3	$3.29M	Sell	62,778 -758	-1%	-$42.3K	0.45%	62
2021 Q2	$3.44M	Sell	63,536 -687	-1%	-$37.4K	0.47%	61
2021 Q1	$3.38M	Sell	64,223 -70	-0.1%	-$3.52K	0.48%	60
2020 Q4	$3.53M	Buy	64,293 +1,065	+2%	+$55.1K	0.53%	53
2020 Q3	$3.12M	Buy	63,228 +3,100	+5%	+$149K	0.52%	53
2020 Q2	$2.69M	Buy	60,128 +2,235	+4%	+$103K	0.49%	58
2020 Q1	$2.56M	Buy	57,893 +4,616	+9%	+$249K	0.59%	50
2019 Q4	$2.95M	Buy	53,277 +562	+1%	+$30.2K	0.53%	61
2019 Q3	$2.87M	Sell	52,715 -226	-0.4%	-$12.1K	0.55%	59
2019 Q2	$2.7M	Buy	52,941 +4,098	+8%	+$201K	0.53%	62
2019 Q1	$2.29M	Buy	48,843 +1,138	+2%	+$53.2K	0.47%	67
2018 Q4	$2.26M	Sell	47,705 -2,218	-4%	-$106K	0.52%	60
2018 Q3	$2.31M	Sell	49,923 -2,852	-5%	-$130K	0.44%	70
2018 Q2	$2.31M	Buy	52,775 +6,352	+14%	+$274K	0.48%	69
2018 Q1	$2.02M	Buy	46,423 +3,672	+9%	+$165K	0.42%	75
2017 Q4	$1.96M	Buy	42,751 +2,992	+8%	+$138K	0.41%	75
2017 Q3	$1.79M	Buy	39,759 +625	+2%	+$28.4K	0.38%	81
2017 Q2	$1.75M	Buy	39,134 +7,600	+24%	+$336K	0.39%	79
2017 Q1	$1.34M	Buy	31,534 +11,822	+60%	+$493K	0.31%	83
2016 Q4	$818K	Sell	19,712 -389	-2%	-$16.2K	0.19%	98
2016 Q3	$851K	Sell	20,101 -764	-4%	-$33.5K	0.2%	96
2016 Q2	$945K	Sell	20,865 -3,256	-13%	-$147K	0.22%	89
2016 Q1	$1.12M	Sell	24,121 -5,816	-19%	-$253K	0.27%	82
2015 Q4	$1.29M	Sell	29,937 -1,318	-4%	-$55.9K	0.31%	79
2015 Q3	$1.25M	Buy	31,255 +320	+1%	+$12.8K	0.31%	77
2015 Q2	$1.21M	Sell	30,935 -3,650	-11%	-$148K	0.28%	83
2015 Q1	$1.4M	Sell	34,585 -5,450	-14%	-$228K	0.32%	76
2014 Q4	$1.69M	Sell	40,035 -7,145	-15%	-$305K	0.39%	70
2014 Q3	$2.01M	Sell	47,180 -3,308	-7%	-$137K	0.48%	66
2014 Q2	$2.14M	Sell	50,488 -25,331	-33%	-$1.03M	0.5%	66
2014 Q1	$2.93M	Sell	75,819 -5,002	-6%	-$193K	0.72%	49
2013 Q4	$3.34M	Sell	80,821 -12,980	-14%	-$512K	0.82%	46
2013 Q3	$3.55M	Sell	93,801 -33,954	-27%	-$1.34M	0.88%	40
2013 Q2	$5.12M	Buy	+127,755	New	+$5.29M	1.07%	29

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

Cypress Capital Group's KO Position: Q1 2026 in Review

Cypress Capital Group increased its Coca-Cola (KO) stake by 1.4% in Q1 2026, buying an estimated $48.9K and bringing the position to 47,851 shares worth $3.64M. The position accounts for 0.41% of the portfolio, ranked #63.

Cypress Capital Group first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.12M in Q2 2013. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Cypress Capital Group held 47,851 shares of Coca-Cola worth $3.64M as of Q1 2026.
Cypress Capital Group bought 647 Coca-Cola shares in Q1 2026, an estimated $48.9K.
Coca-Cola made up 0.41% of Cypress Capital Group's portfolio in Q1 2026, its #63 holding.
Cypress Capital Group first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Cypress Capital Group's Coca-Cola position peaked at $5.12M in Q2 2013.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.