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Disciplined Investments’s Coca-Cola KO Stock Holding History

Disciplined Investments’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 		$271K Hold
3,567
– – 0.1% 117
2025
Q4 		$249K Sell
3,567
-8
-0.2% -$558 0.1% 110
2025
Q3 		$237K Sell
3,575
-6
-0.2% -$413 0.09% 114
2025
Q2 		$253K Sell
3,581
-23
-0.6% -$1.64K 0.11% 111
2025
Q1 		$258K Buy
3,604
+41
+1% +$2.74K 0.12% 115
2024
Q4 		$222K Buy
3,563
+16
+0.5% +$1.04K 0.11% 117
2024
Q3 		$255K Hold
3,547
– – 0.13% 106
2024
Q2 		$226K Sell
3,547
-47
-1% -$2.91K 0.12% 116
2024
Q1 		$220K Hold
3,594
– – 0.12% 112
2023
Q4 		$212K Sell
3,594
-19
-0.5% -$1.08K 0.12% 102
2023
Q3 		$202K Sell
3,613
-476
-12% -$28.5K 0.12% 105
2023
Q2 		$246K Sell
4,089
-8
-0.2% -$498 0.13% 104
2023
Q1 		$254K Buy
4,097
+3,298
+413% +$200K 0.11% 120
2022
Q4 		$50.8K Sell
799
-3,814
-83% -$230K 0.02% 199
2022
Q3 		$258K Sell
4,613
-406
-8% -$25.2K 0.12% 114
2022
Q2 		$316K Buy
5,019
+50
+1% +$3.17K 0.14% 104
2022
Q1 		$308K Buy
4,969
+600
+14% +$36.5K 0.13% 107
2021
Q4 		$259K Buy
4,369
+445
+11% +$24.8K 0.11% 108
2021
Q3 		$206K Hold
3,924
– – 0.1% 112
2021
Q2 		$212K Buy
3,924
+200
+5% +$10.9K 0.11% 110
2021
Q1 		$196K Buy
+3,724
New +$187K 0.12% 109
2020
Q4 		– Sell
-3,314
Closed -$164K – 366
2020
Q3 		$164K Sell
3,314
-829
-20% -$39.9K 0.12% 99
2020
Q2 		$185K Hold
4,143
– – 0.14% 95
2020
Q1 		$183K Buy
4,143
+18
+0.4% +$972 0.17% 87
2019
Q4 		$228K Buy
+4,125
New +$222K 0.19% 82

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Investments's KO Position: Q1 2026 in Review

Disciplined Investments held its Coca-Cola (KO) position steady in Q1 2026 at 3,567 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #117.

Disciplined Investments first reported a position in KO in Q4 2019 and has held it in 25 quarters since. The position peaked at $316K in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Disciplined Investments held 3,567 shares of Coca-Cola worth $271K as of Q1 2026.
  • Disciplined Investments left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.1% of Disciplined Investments's portfolio in Q1 2026, its #117 holding.
  • Disciplined Investments first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
  • Disciplined Investments's Coca-Cola position peaked at $316K in Q2 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.