Hendershot Investments’s Coca-Cola KO Stock Holding History

Hendershot Investments’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	$888K	Sell	11,679 -100	-0.8%	-$7.56K	0.12%	63
2025 Q4	$823K	Sell	11,779 -168	-1%	-$11.7K	0.11%	64
2025 Q3	$792K	Hold	11,947	–	–	0.1%	66
2025 Q2	$845K	Hold	11,947	–	–	0.11%	66
2025 Q1	$856K	Buy	11,947 +100	+0.8%	+$6.68K	0.12%	67
2024 Q4	$738K	Hold	11,847	–	–	0.1%	71
2024 Q3	$851K	Sell	11,847 -224	-2%	-$15.3K	0.12%	71
2024 Q2	$768K	Hold	12,071	–	–	0.11%	71
2024 Q1	$739K	Buy	12,071 +266	+2%	+$16K	0.11%	71
2023 Q4	$696K	Hold	11,805	–	–	0.11%	73
2023 Q3	$661K	Hold	11,805	–	–	0.11%	74
2023 Q2	$711K	Hold	11,805	–	–	0.11%	74
2023 Q1	$732K	Sell	11,805 -1,944	-14%	-$118K	0.12%	75
2022 Q4	$875K	Hold	13,749	–	–	0.15%	77
2022 Q3	$770K	Buy	13,749 +150	+1%	+$9.32K	0.15%	79
2022 Q2	$855K	Hold	13,599	–	–	0.15%	78
2022 Q1	$843K	Hold	13,599	–	–	0.13%	82
2021 Q4	$805K	Buy	13,599 +6,964	+105%	+$388K	0.12%	83
2021 Q3	$348K	Hold	6,635	–	–	0.07%	76
2021 Q2	$359K	Hold	6,635	–	–	0.08%	68
2021 Q1	$350K	Hold	6,635	–	–	0.08%	66
2020 Q4	$364K	Buy	6,635 +1,000	+18%	+$51.7K	0.09%	64
2020 Q3	$278K	Hold	5,635	–	–	0.08%	66
2020 Q2	$252K	Hold	5,635	–	–	0.08%	60
2020 Q1	$249K	Sell	5,635 -170	-3%	-$9.18K	0.09%	61
2019 Q4	$321K	Sell	5,805 -60	-1%	-$3.23K	0.1%	64
2019 Q3	$319K	Hold	5,865	–	–	0.1%	56
2019 Q2	$299K	Hold	5,865	–	–	0.1%	59
2019 Q1	$275K	Hold	5,865	–	–	0.09%	56
2018 Q4	$278K	Sell	5,865 -95	-2%	-$4.55K	0.11%	55
2018 Q3	$275K	Buy	5,960 +704	+13%	+$32.2K	0.1%	57
2018 Q2	$231K	Sell	5,256 -188	-3%	-$8.12K	0.09%	58
2018 Q1	$236K	Sell	5,444 -143	-3%	-$6.42K	0.1%	58
2017 Q4	$256K	Hold	5,587	–	–	0.1%	61
2017 Q3	$251K	Buy	5,587 +876	+19%	+$39.8K	0.11%	62
2017 Q2	$211K	Hold	4,711	–	–	0.09%	63
2017 Q1	$200K	Hold	4,711	–	–	0.09%	65
2016 Q4	$195K	Hold	4,711	–	–	0.09%	61
2016 Q3	$199K	Hold	4,711	–	–	0.1%	61
2016 Q2	$214K	Hold	4,711	–	–	0.11%	61
2016 Q1	$219K	Hold	4,711	–	–	0.11%	61
2015 Q4	$202K	Buy	4,711 +143	+3%	+$6.07K	0.11%	63
2015 Q3	$183K	Hold	4,568	–	–	0.1%	60
2015 Q2	$179K	Sell	4,568 -120	-3%	-$4.88K	0.09%	59
2015 Q1	$190K	Hold	4,688	–	–	0.1%	59
2014 Q4	$198K	Sell	4,688 -56,371	-92%	-$2.41M	0.1%	57
2014 Q3	$2.6M	Sell	61,059 -480	-0.8%	-$19.8K	1.47%	31
2014 Q2	$2.61M	Buy	61,539 +373	+0.6%	+$15.1K	1.53%	26
2014 Q1	$2.37M	Sell	61,166 -275	-0.4%	-$10.6K	1.46%	28
2013 Q4	$2.54M	Buy	61,441 +17,625	+40%	+$695K	1.65%	29
2013 Q3	$1.66M	Sell	43,816 -350	-0.8%	-$13.8K	1.17%	34
2013 Q2	$1.77M	Buy	+44,166	New	+$1.83M	1.34%	32

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

Hendershot Investments's KO Position: Q1 2026 in Review

Hendershot Investments reduced its Coca-Cola (KO) stake by 0.85% in Q1 2026, selling an estimated $7.56K and leaving 11,679 shares worth $888K. The position accounts for 0.12% of the portfolio, ranked #63.

Hendershot Investments first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.61M in Q2 2014. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Hendershot Investments held 11,679 shares of Coca-Cola worth $888K as of Q1 2026.
Hendershot Investments sold 100 Coca-Cola shares in Q1 2026, an estimated $7.56K.
Coca-Cola made up 0.12% of Hendershot Investments's portfolio in Q1 2026, its #63 holding.
Hendershot Investments first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Hendershot Investments's Coca-Cola position peaked at $2.61M in Q2 2014.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.