Empirical Finance’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 | $9.92M | Sell |
130,419
-214
| -0.2% | -$16.2K | 0.47% | 44 |
|
|
2025
Q4 | $9.13M | Sell |
130,633
-5,931
| -4% | -$413K | 0.44% | 41 |
|
|
2025
Q3 | $9.06M | Buy |
136,564
+1,342
| +1% | +$92.4K | 0.43% | 41 |
|
|
2025
Q2 | $9.57M | Buy |
135,222
+849
| +0.6% | +$60.5K | 0.5% | 35 |
|
|
2025
Q1 | $9.62M | Buy |
134,373
+1,664
| +1% | +$111K | 0.58% | 29 |
|
|
2024
Q4 | $8.26M | Sell |
132,709
-1,798
| -1% | -$117K | 0.48% | 35 |
|
|
2024
Q3 | $9.67M | Buy |
134,507
+2,933
| +2% | +$201K | 0.56% | 29 |
|
|
2024
Q2 | $8.37M | Sell |
131,574
-9,002
| -6% | -$557K | 0.52% | 34 |
|
|
2024
Q1 | $8.6M | Buy |
140,576
+4,754
| +4% | +$286K | 0.53% | 35 |
|
|
2023
Q4 | $8M | Buy |
135,822
+827
| +0.6% | +$47K | 0.56% | 34 |
|
|
2023
Q3 | $7.56M | Buy |
134,995
+13,078
| +11% | +$784K | 0.56% | 35 |
|
|
2023
Q2 | $7.34M | Buy |
121,917
+13,427
| +12% | +$835K | 0.57% | 32 |
|
|
2023
Q1 | $6.73M | Buy |
108,490
+5,890
| +6% | +$357K | 0.63% | 30 |
|
|
2022
Q4 | $6.53M | Buy |
102,600
+7,993
| +8% | +$483K | 0.68% | 29 |
|
|
2022
Q3 | $5.3M | Buy |
94,607
+15,653
| +20% | +$973K | 0.63% | 31 |
|
|
2022
Q2 | $4.97M | Buy |
78,954
+4,233
| +6% | +$268K | 0.63% | 29 |
|
|
2022
Q1 | $4.63M | Buy |
74,721
+8,265
| +12% | +$503K | 0.52% | 33 |
|
|
2021
Q4 | $3.94M | Buy |
66,456
+17,804
| +37% | +$991K | 0.46% | 38 |
|
|
2021
Q3 | $2.55M | Buy |
48,652
+2,793
| +6% | +$156K | 0.38% | 41 |
|
|
2021
Q2 | $2.48M | Buy |
45,859
+6,761
| +17% | +$368K | 0.4% | 40 |
|
|
2021
Q1 | $2.14M | Hold |
39,098
| – | – | 0.38% | 64 |
|
|
2020
Q4 | $2.14M | Buy |
39,098
+6,957
| +22% | +$360K | 0.38% | 64 |
|
|
2020
Q3 | $1.59M | Buy |
32,141
+6,763
| +27% | +$325K | 0.34% | 80 |
|
|
2020
Q2 | $1.13M | Buy |
25,378
+3,149
| +14% | +$145K | 0.29% | 96 |
|
|
2020
Q1 | $984K | Buy |
22,229
+7,994
| +56% | +$432K | 0.31% | 85 |
|
|
2019
Q4 | $788K | Buy |
14,235
+5,297
| +59% | +$285K | 0.19% | 117 |
|
|
2019
Q3 | $487K | Buy |
8,938
+173
| +2% | +$9.26K | 0.14% | 123 |
|
|
2019
Q2 | $446K | Sell |
8,765
-175
| -2% | -$8.58K | 0.12% | 118 |
|
|
2019
Q1 | $419K | Buy |
8,940
+2,066
| +30% | +$96.6K | 0.11% | 126 |
|
|
2018
Q4 | $325K | Sell |
6,874
-734
| -10% | -$35.1K | 0.1% | 120 |
|
|
2018
Q3 | $351K | Buy |
7,608
+856
| +13% | +$39.1K | 0.09% | 114 |
|
|
2018
Q2 | $296K | Sell |
6,752
-2,188
| -24% | -$94.5K | 0.08% | 107 |
|
|
2018
Q1 | $419K | Buy |
+8,940
| New | +$402K | 0.11% | 126 |
|
|
2017
Q1 | – | Sell |
-1,940
| Closed | -$81K | – | 344 |
|
|
2016
Q4 | $81K | Buy |
+1,940
| New | +$80.7K | 0.05% | 94 |
|
Other funds holding KO
VCM
VPM
Empirical Finance's KO Position: Q1 2026 in Review
Empirical Finance reduced its Coca-Cola (KO) stake by 0.16% in Q1 2026, selling an estimated $16.2K and leaving 130,419 shares worth $9.92M. The position accounts for 0.47% of the portfolio, ranked #44.
Empirical Finance first reported a position in KO in Q4 2016 and has held it in 34 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Empirical Finance held 130,419 shares of Coca-Cola worth $9.92M as of Q1 2026.
- Empirical Finance sold 214 Coca-Cola shares in Q1 2026, an estimated $16.2K.
- Coca-Cola made up 0.47% of Empirical Finance's portfolio in Q1 2026, its #44 holding.
- Empirical Finance first reported a position in Coca-Cola in Q4 2016 and has held it in 34 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.