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Dixon Mitchell Investment Counsel’s Coca-Cola KO Stock Holding History

Dixon Mitchell Investment Counsel’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 		$39.2K Sell
512
-398
-44% -$30.1K ﹤0.01% 122
2025
Q4 		$63.6K Sell
910
-611
-40% -$42.6K ﹤0.01% 113
2025
Q3 		$102K Hold
1,521
– – ﹤0.01% 60
2025
Q2 		$108K Hold
1,521
– – ﹤0.01% 56
2025
Q1 		$110K Hold
1,521
– – ﹤0.01% 56
2024
Q4 		$94.7K Hold
1,521
– – ﹤0.01% 59
2024
Q3 		$110K Hold
1,521
– – 0.01% 58
2024
Q2 		$97.5K Hold
1,521
– – ﹤0.01% 63
2024
Q1 		$93.8K Buy
+1,521
New +$91.4K ﹤0.01% 66

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

Dixon Mitchell Investment Counsel's KO Position: Q1 2026 in Review

Dixon Mitchell Investment Counsel reduced its Coca-Cola (KO) stake by 44% in Q1 2026, selling an estimated $30.1K and leaving 512 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #122.

Dixon Mitchell Investment Counsel first reported a position in KO in Q1 2024 and has held it in 9 quarters since. The position peaked at $110K in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Dixon Mitchell Investment Counsel held 512 shares of Coca-Cola worth $39.2K as of Q1 2026.
  • Dixon Mitchell Investment Counsel sold 398 Coca-Cola shares in Q1 2026, an estimated $30.1K.
  • Coca-Cola made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q1 2026, its #122 holding.
  • Dixon Mitchell Investment Counsel first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • Dixon Mitchell Investment Counsel's Coca-Cola position peaked at $110K in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.