Fiduciary Group’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 | $8.4M | Sell |
110,464
-886
| -0.8% | -$67K | 0.72% | 39 |
|
|
2025
Q4 | $7.78M | Sell |
111,350
-1,161
| -1% | -$80.9K | 0.65% | 40 |
|
|
2025
Q3 | $7.46M | Sell |
112,511
-2,129
| -2% | -$147K | 0.66% | 40 |
|
|
2025
Q2 | $8.11M | Sell |
114,640
-290
| -0.3% | -$20.7K | 0.76% | 35 |
|
|
2025
Q1 | $8.23M | Sell |
114,930
-426
| -0.4% | -$28.4K | 0.82% | 35 |
|
|
2024
Q4 | $7.18M | Sell |
115,356
-261
| -0.2% | -$17K | 0.72% | 38 |
|
|
2024
Q3 | $8.31M | Sell |
115,617
-1,056
| -0.9% | -$72.3K | 0.84% | 33 |
|
|
2024
Q2 | $7.43M | Sell |
116,673
-2,037
| -2% | -$126K | 0.8% | 31 |
|
|
2024
Q1 | $7.26M | Buy |
118,710
+3,129
| +3% | +$188K | 0.79% | 37 |
|
|
2023
Q4 | $6.81M | Sell |
115,581
-1,476
| -1% | -$83.8K | 0.8% | 34 |
|
|
2023
Q3 | $6.55M | Sell |
117,057
-458
| -0.4% | -$27.5K | 0.84% | 37 |
|
|
2023
Q2 | $7.08M | Buy |
117,515
+26
| +0% | +$1.62K | 0.87% | 36 |
|
|
2023
Q1 | $7.29M | Sell |
117,489
-4,259
| -3% | -$258K | 0.95% | 33 |
|
|
2022
Q4 | $7.74M | Buy |
121,748
+278
| +0.2% | +$16.8K | 1.03% | 32 |
|
|
2022
Q3 | $7.39M | Buy |
121,470
+654
| +0.5% | +$40.6K | 0.96% | 34 |
|
|
2022
Q2 | $7.64M | Buy |
120,816
+4,562
| +4% | +$289K | 0.95% | 34 |
|
|
2022
Q1 | $7.48M | Sell |
116,254
-212
| -0.2% | -$12.9K | 0.99% | 32 |
|
|
2021
Q4 | $6.9M | Sell |
116,466
-2,959
| -2% | -$165K | 0.77% | 39 |
|
|
2021
Q3 | $6.5M | Sell |
119,425
-3,622
| -3% | -$202K | 0.74% | 43 |
|
|
2021
Q2 | $6.9M | Buy |
123,047
+1,498
| +1% | +$81.5K | 0.8% | 40 |
|
|
2021
Q1 | $6.56M | Sell |
121,549
-2,896
| -2% | -$146K | 0.8% | 41 |
|
|
2020
Q4 | $6.26M | Sell |
124,445
-5,423
| -4% | -$280K | 0.83% | 38 |
|
|
2020
Q3 | $6.41M | Sell |
129,868
-3,298
| -2% | -$159K | 0.97% | 33 |
|
|
2020
Q2 | $5.95M | Sell |
133,166
-4,637
| -3% | -$214K | 0.99% | 31 |
|
|
2020
Q1 | $6.1M | Buy |
137,803
+1,938
| +1% | +$105K | 1.2% | 25 |
|
|
2019
Q4 | $7.52M | Sell |
135,865
-1,118
| -0.8% | -$60.1K | 1.2% | 26 |
|
|
2019
Q3 | $7.46M | Sell |
136,983
-423
| -0.3% | -$22.7K | 1.3% | 21 |
|
|
2019
Q2 | $7M | Sell |
137,406
-1,478
| -1% | -$72.4K | 1.26% | 22 |
|
|
2019
Q1 | $6.51M | Buy |
138,884
+1,230
| +0.9% | +$57.5K | 1.21% | 23 |
|
|
2018
Q4 | $6.52M | Buy |
137,654
+6,010
| +5% | +$288K | 1.35% | 23 |
|
|
2018
Q3 | $6.08M | Buy |
131,644
+2,327
| +2% | +$106K | 1.19% | 25 |
|
|
2018
Q2 | $5.67M | Sell |
129,317
-3,641
| -3% | -$157K | 1.2% | 25 |
|
|
2018
Q1 | $5.77M | Sell |
132,958
-6,427
| -5% | -$289K | 1.25% | 26 |
|
|
2017
Q4 | $6.39M | Sell |
139,385
-3,959
| -3% | -$182K | 1.37% | 21 |
|
|
2017
Q3 | $6.45M | Sell |
143,344
-10,518
| -7% | -$478K | 1.45% | 18 |
|
|
2017
Q2 | $6.9M | Sell |
153,862
-2,494
| -2% | -$110K | 1.59% | 16 |
|
|
2017
Q1 | $6.64M | Sell |
156,356
-6,508
| -4% | -$271K | 1.57% | 18 |
|
|
2016
Q4 | $6.75M | Sell |
162,864
-672
| -0.4% | -$28K | 1.75% | 10 |
|
|
2016
Q3 | $6.92M | Sell |
163,536
-1,821
| -1% | -$79.8K | 1.88% | 7 |
|
|
2016
Q2 | $7.5M | Buy |
165,357
+617
| +0.4% | +$27.9K | 2.08% | 7 |
|
|
2016
Q1 | $7.64M | Sell |
164,740
-3,385
| -2% | -$147K | 2.21% | 8 |
|
|
2015
Q4 | $7.22M | Sell |
168,125
-1,307
| -0.8% | -$55.5K | 2.15% | 8 |
|
|
2015
Q3 | $6.8M | Sell |
169,432
-3,178
| -2% | -$127K | 2.26% | 5 |
|
|
2015
Q2 | $6.77M | Buy |
+172,610
| New | +$7.02M | 2.13% | 4 |
|
Other funds holding KO
VCM
VPM
Fiduciary Group's KO Position: Q1 2026 in Review
Fiduciary Group reduced its Coca-Cola (KO) stake by 0.8% in Q1 2026, selling an estimated $67K and leaving 110,464 shares worth $8.4M. The position accounts for 0.72% of the portfolio, ranked #39.
Fiduciary Group first reported a position in KO in Q2 2015 and has held it in 44 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Fiduciary Group held 110,464 shares of Coca-Cola worth $8.4M as of Q1 2026.
- Fiduciary Group sold 886 Coca-Cola shares in Q1 2026, an estimated $67K.
- Coca-Cola made up 0.72% of Fiduciary Group's portfolio in Q1 2026, its #39 holding.
- Fiduciary Group first reported a position in Coca-Cola in Q2 2015 and has held it in 44 quarters since.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.