D.B. Root & Company’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 | $1.1M | Buy |
14,437
+190
| +1% | +$14.4K | 0.26% | 55 |
|
|
2025
Q4 | $996K | Sell |
14,247
-1,924
| -12% | -$134K | 0.24% | 59 |
|
|
2025
Q3 | $1.07M | Sell |
16,171
-3,701
| -19% | -$255K | 0.27% | 60 |
|
|
2025
Q2 | $1.41M | Sell |
19,872
-886
| -4% | -$63.1K | 0.42% | 39 |
|
|
2025
Q1 | $1.49M | Sell |
20,758
-1,023
| -5% | -$68.3K | 0.48% | 37 |
|
|
2024
Q4 | $1.36M | Sell |
21,781
-574
| -3% | -$37.5K | 0.43% | 42 |
|
|
2024
Q3 | $1.61M | Sell |
22,355
-6,424
| -22% | -$440K | 0.53% | 35 |
|
|
2024
Q2 | $1.83M | Sell |
28,779
-11,195
| -28% | -$693K | 0.63% | 28 |
|
|
2024
Q1 | $2.45M | Buy |
39,974
+1,411
| +4% | +$84.8K | 0.83% | 22 |
|
|
2023
Q4 | $2.27M | Sell |
38,563
-2,627
| -6% | -$149K | 0.82% | 22 |
|
|
2023
Q3 | $2.31M | Buy |
41,190
+7,444
| +22% | +$446K | 0.9% | 20 |
|
|
2023
Q2 | $2.03M | Buy |
33,746
+1,111
| +3% | +$69.1K | 0.77% | 24 |
|
|
2023
Q1 | $2.02M | Buy |
32,635
+868
| +3% | +$52.6K | 0.8% | 23 |
|
|
2022
Q4 | $2.02M | Buy |
31,767
+299
| +1% | +$18.1K | 0.85% | 24 |
|
|
2022
Q3 | $1.76M | Sell |
31,468
-880
| -3% | -$54.7K | 0.8% | 26 |
|
|
2022
Q2 | $2.04M | Buy |
32,348
+166
| +0.5% | +$10.5K | 0.87% | 23 |
|
|
2022
Q1 | $2M | Sell |
32,182
-664
| -2% | -$40.4K | 0.74% | 25 |
|
|
2021
Q4 | $1.94M | Sell |
32,846
-448
| -1% | -$24.9K | 0.7% | 29 |
|
|
2021
Q3 | $1.75M | Sell |
33,294
-3,368
| -9% | -$188K | 0.68% | 27 |
|
|
2021
Q2 | $1.98M | Sell |
36,662
-634
| -2% | -$34.5K | 0.74% | 25 |
|
|
2021
Q1 | $1.97M | Buy |
37,296
+630
| +2% | +$31.7K | 0.77% | 25 |
|
|
2020
Q4 | $2.01M | Buy |
36,666
+613
| +2% | +$31.7K | 0.8% | 24 |
|
|
2020
Q3 | $1.78M | Buy |
36,053
+552
| +2% | +$26.5K | 0.71% | 25 |
|
|
2020
Q2 | $1.59M | Buy |
35,501
+602
| +2% | +$27.7K | 0.69% | 28 |
|
|
2020
Q1 | $1.54M | Buy |
34,899
+1,557
| +5% | +$84.1K | 0.78% | 26 |
|
|
2019
Q4 | $1.84M | Sell |
33,342
-400
| -1% | -$21.5K | 0.81% | 24 |
|
|
2019
Q3 | $1.84M | Sell |
33,742
-361
| -1% | -$19.3K | 0.86% | 23 |
|
|
2019
Q2 | $1.74M | Sell |
34,103
-1,840
| -5% | -$90.2K | 0.77% | 28 |
|
|
2019
Q1 | $1.68M | Sell |
35,943
-285
| -0.8% | -$13.3K | 0.72% | 32 |
|
|
2018
Q4 | $1.72M | Buy |
36,228
+14,962
| +70% | +$716K | 0.85% | 24 |
|
|
2018
Q3 | $982K | Buy |
21,266
+617
| +3% | +$28.2K | 0.43% | 72 |
|
|
2018
Q2 | $906K | Sell |
20,649
-131
| -0.6% | -$5.66K | 0.43% | 80 |
|
|
2018
Q1 | $902K | Buy |
20,780
+3,359
| +19% | +$151K | 0.48% | 70 |
|
|
2017
Q4 | $799K | Buy |
+17,421
| New | +$801K | 0.68% | 46 |
|
Other funds holding KO
VCM
VPM
D.B. Root & Company's KO Position: Q1 2026 in Review
D.B. Root & Company increased its Coca-Cola (KO) stake by 1.3% in Q1 2026, buying an estimated $14.4K and bringing the position to 14,437 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #55.
D.B. Root & Company first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.45M in Q1 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- D.B. Root & Company held 14,437 shares of Coca-Cola worth $1.1M as of Q1 2026.
- D.B. Root & Company bought 190 Coca-Cola shares in Q1 2026, an estimated $14.4K.
- Coca-Cola made up 0.26% of D.B. Root & Company's portfolio in Q1 2026, its #55 holding.
- D.B. Root & Company first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- D.B. Root & Company's Coca-Cola position peaked at $2.45M in Q1 2024.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.