Everence Capital Management’s Coca-Cola KO Stock Holding History

Everence Capital Management’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	$8M	Hold	105,220	–	–	0.49%	33
2025 Q4	$7.36M	Hold	105,220	–	–	0.44%	34
2025 Q3	$6.98M	Buy	105,220 +6,030	+6%	+$415K	0.42%	31
2025 Q2	$7.02M	Sell	99,190 -6,340	-6%	-$452K	0.45%	30
2025 Q1	$7.56M	Buy	105,530 +19,910	+23%	+$1.33M	0.51%	31
2024 Q4	$5.33M	Sell	85,620 -8,940	-9%	-$584K	0.35%	43
2024 Q3	$6.79M	Buy	94,560 +6,190	+7%	+$424K	0.43%	38
2024 Q2	$5.46K	Hold	88,370	–	–	0.38%	47
2024 Q1	$5.41K	Hold	88,370	–	–	0.36%	47
2023 Q4	$5.21M	Sell	88,370 -34,520	-28%	-$1.96M	0.37%	45
2023 Q3	$6.88K	Buy	122,890 +26,750	+28%	+$1.6M	0.53%	29
2023 Q2	$5.74M	Hold	96,140	–	–	0.47%	34
2023 Q1	$5.96K	Hold	96,140	–	–	0.49%	32
2022 Q4	$6.12K	Sell	96,140 -10,380	-10%	-$627K	0.53%	31
2022 Q3	$5.97M	Sell	106,520 -6,170	-5%	-$383K	0.55%	28
2022 Q2	$7.09M	Hold	112,690	–	–	0.63%	25
2022 Q1	$6.99M	Buy	112,690 +6,170	+6%	+$375K	0.53%	34
2021 Q4	$6.31M	Sell	106,520 -3,640	-3%	-$203K	0.47%	35
2021 Q3	$5.78M	Hold	110,160	–	–	0.47%	38
2021 Q2	$5.96M	Buy	110,160 +12,680	+13%	+$690K	0.49%	34
2021 Q1	$5.14M	Hold	97,480	–	–	0.47%	38
2020 Q4	$5.35M	Sell	97,480 -13,980	-13%	-$723K	0.52%	33
2020 Q3	$5.5M	Hold	111,460	–	–	0.61%	25
2020 Q2	$5.2M	Hold	111,460	–	–	0.61%	24
2020 Q1	$4.93M	Hold	111,460	–	–	0.69%	21
2019 Q4	$6.17M	Buy	111,460 +10,811	+11%	+$581K	0.92%	15
2019 Q3	$5.48M	Hold	100,649	–	–	0.89%	20
2019 Q2	$5.13M	Hold	100,649	–	–	0.85%	19
2019 Q1	$4.72M	Buy	100,649 +10,535	+12%	+$493K	0.82%	20
2018 Q4	$4.27M	Hold	90,114	–	–	0.99%	18
2018 Q3	$4.16M	Hold	90,114	–	–	0.83%	19
2018 Q2	$3.95M	Hold	90,114	–	–	0.84%	18
2018 Q1	$3.91M	Hold	90,114	–	–	0.87%	19
2017 Q4	$4.13M	Sell	90,114 -11,110	-11%	-$511K	0.91%	18
2017 Q3	$4.56M	Hold	101,224	–	–	1.04%	12
2017 Q2	$4.54M	Hold	101,224	–	–	1.11%	11
2017 Q1	$4.3M	Buy	101,224 +50	+0%	+$2.09K	1.13%	12
2016 Q4	$4.2M	Sell	101,174 -655	-0.6%	-$27.3K	1.21%	13
2016 Q3	$4.31M	Hold	101,829	–	–	1.28%	10
2016 Q2	$4.62M	Buy	101,829 +6,560	+7%	+$296K	1.42%	10
2016 Q1	$4.42M	Buy	95,269 +2,890	+3%	+$126K	1.37%	10
2015 Q4	$3.97M	Buy	92,379 +9,109	+11%	+$387K	1.29%	9
2015 Q3	$3.34M	Hold	83,270	–	–	1.15%	12
2015 Q2	$3.27M	Hold	83,270	–	–	1.06%	18
2015 Q1	$3.61M	Hold	83,270	–	–	1.21%	8
2014 Q4	$3.52M	Hold	83,270	–	–	1.2%	9
2014 Q3	$3.47M	Hold	83,270	–	–	1.27%	10
2014 Q2	$3.53M	Hold	83,270	–	–	1.31%	8
2014 Q1	$3.22M	Buy	83,270 +2,890	+4%	+$112K	1.27%	10
2013 Q4	$3.32M	Sell	80,380 -8,338	-9%	-$329K	1.34%	8
2013 Q3	$3.36M	Hold	88,718	–	–	1.44%	8
2013 Q2	$3.56M	Buy	+88,718	New	+$3.67M	1.61%	8

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Everence Capital Management's KO Position: Q1 2026 in Review

Everence Capital Management held its Coca-Cola (KO) position steady in Q1 2026 at 105,220 shares worth $8M. The position accounts for 0.49% of the portfolio, ranked #33.

Everence Capital Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Everence Capital Management held 105,220 shares of Coca-Cola worth $8M as of Q1 2026.
Everence Capital Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.49% of Everence Capital Management's portfolio in Q1 2026, its #33 holding.
Everence Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.