Essex Investment Management’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 | $803K | Sell |
10,563
-3,739
| -26% | -$283K | 0.13% | 149 |
|
|
2025
Q4 | $1,000K | Hold |
14,302
| – | – | 0.15% | 141 |
|
|
2025
Q3 | $949K | Buy |
14,302
+5,884
| +70% | +$405K | 0.15% | 145 |
|
|
2025
Q2 | $596K | Hold |
8,418
| – | – | 0.11% | 157 |
|
|
2025
Q1 | $603K | Buy |
8,418
+11
| +0.1% | +$735 | 0.13% | 157 |
|
|
2024
Q4 | $523K | Sell |
8,407
-98
| -1% | -$6.4K | 0.09% | 159 |
|
|
2024
Q3 | $611K | Hold |
8,505
| – | – | 0.11% | 156 |
|
|
2024
Q2 | $541K | Sell |
8,505
-3,717
| -30% | -$230K | 0.1% | 165 |
|
|
2024
Q1 | $748K | Sell |
12,222
-10
| -0.1% | -$601 | 0.15% | 153 |
|
|
2023
Q4 | $721K | Sell |
12,232
-457
| -4% | -$26K | 0.14% | 161 |
|
|
2023
Q3 | $710K | Sell |
12,689
-12
| -0.1% | -$720 | 0.12% | 218 |
|
|
2023
Q2 | $765K | Hold |
12,701
| – | – | 0.11% | 234 |
|
|
2023
Q1 | $788K | Sell |
12,701
-88
| -0.7% | -$5.33K | 0.11% | 228 |
|
|
2022
Q4 | $814K | Sell |
12,789
-275
| -2% | -$16.6K | 0.13% | 216 |
|
|
2022
Q3 | $732K | Sell |
13,064
-386
| -3% | -$24K | 0.12% | 215 |
|
|
2022
Q2 | $846K | Sell |
13,450
-227
| -2% | -$14.4K | 0.14% | 210 |
|
|
2022
Q1 | $848K | Hold |
13,677
| – | – | 0.11% | 237 |
|
|
2021
Q4 | $810K | Sell |
13,677
-80
| -0.6% | -$4.46K | 0.09% | 247 |
|
|
2021
Q3 | $722K | Buy |
13,757
+225
| +2% | +$12.5K | 0.09% | 244 |
|
|
2021
Q2 | $732K | Sell |
13,532
-30,624
| -69% | -$1.67M | 0.09% | 256 |
|
|
2021
Q1 | $2.33M | Sell |
44,156
-2,399
| -5% | -$121K | 0.28% | 114 |
|
|
2020
Q4 | $2.55M | Sell |
46,555
-432
| -0.9% | -$22.3K | 0.32% | 102 |
|
|
2020
Q3 | $2.32M | Sell |
46,987
-3,547
| -7% | -$171K | 0.33% | 87 |
|
|
2020
Q2 | $2.26M | Sell |
50,534
-6,477
| -11% | -$298K | 0.37% | 81 |
|
|
2020
Q1 | $2.52M | Sell |
57,011
-88,203
| -61% | -$4.76M | 0.51% | 50 |
|
|
2019
Q4 | $8.04M | Sell |
145,214
-5,994
| -4% | -$322K | 0.99% | 15 |
|
|
2019
Q3 | $8.23M | Buy |
+151,208
| New | +$8.1M | 1.19% | 12 |
|
|
2014
Q4 | – | Sell |
-44,742
| Closed | -$1.91M | – | 340 |
|
|
2014
Q3 | $1.91M | Sell |
44,742
-22,578
| -34% | -$933K | 0.29% | 94 |
|
|
2014
Q2 | $2.85M | Sell |
67,320
-70
| -0.1% | -$2.84K | 0.42% | 63 |
|
|
2014
Q1 | $2.6M | Sell |
67,390
-1,500
| -2% | -$57.9K | 0.38% | 71 |
|
|
2013
Q4 | $2.85M | Sell |
68,890
-74
| -0.1% | -$2.92K | 0.4% | 67 |
|
|
2013
Q3 | $2.61M | Sell |
68,964
-14,241
| -17% | -$563K | 0.4% | 74 |
|
|
2013
Q2 | $3.34M | Buy |
+83,205
| New | +$3.44M | 0.59% | 50 |
|
Other funds holding KO
VCM
VPM
Essex Investment Management's KO Position: Q1 2026 in Review
Essex Investment Management reduced its Coca-Cola (KO) stake by 26% in Q1 2026, selling an estimated $283K and leaving 10,563 shares worth $803K. The position accounts for 0.13% of the portfolio, ranked #149.
Essex Investment Management first reported a position in KO in Q2 2013 and has held it in 33 quarters since. The position peaked at $8.23M in Q3 2019. 3,564 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Essex Investment Management held 10,563 shares of Coca-Cola worth $803K as of Q1 2026.
- Essex Investment Management sold 3,739 Coca-Cola shares in Q1 2026, an estimated $283K.
- Coca-Cola made up 0.13% of Essex Investment Management's portfolio in Q1 2026, its #149 holding.
- Essex Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 33 quarters since.
- Essex Investment Management's Coca-Cola position peaked at $8.23M in Q3 2019.
- 3,564 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.