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Howe & Rusling’s Coca-Cola KO Stock Holding History

Howe & Rusling’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 		$15.2M Buy
199,717
+1,681
+0.8% +$127K 0.99% 28
2025
Q4 		$13.8M Buy
198,036
+740
+0.4% +$51.6K 0.92% 28
2025
Q3 		$13.1M Sell
197,296
-4,029
-2% -$277K 0.9% 27
2025
Q2 		$14.2M Buy
201,325
+5,101
+3% +$363K 1.05% 24
2025
Q1 		$14.1M Buy
196,224
+16,476
+9% +$1.1M 1.18% 22
2024
Q4 		$11.2M Buy
179,748
+2,793
+2% +$182K 0.96% 29
2024
Q3 		$12.7M Buy
176,955
+14,851
+9% +$1.02M 1.09% 24
2024
Q2 		$10.3M Sell
162,104
-946
-0.6% -$58.6K 0.94% 33
2024
Q1 		$9.98M Buy
163,050
+1,389
+0.9% +$83.4K 0.96% 33
2023
Q4 		$9.53M Sell
161,661
-5,070
-3% -$288K 1.01% 34
2023
Q3 		$9.33M Buy
166,731
+2,638
+2% +$158K 1.1% 27
2023
Q2 		$9.88M Sell
164,093
-852
-0.5% -$53K 1.11% 29
2023
Q1 		$10.2M Buy
164,945
+4,823
+3% +$292K 1.22% 29
2022
Q4 		$10.2M Buy
160,122
+601
+0.4% +$36.3K 1.28% 25
2022
Q3 		$8.94M Buy
159,521
+7,894
+5% +$491K 1.19% 24
2022
Q2 		$9.54M Buy
151,627
+14,054
+10% +$891K 1.21% 25
2022
Q1 		$8.53M Buy
137,573
+917
+0.7% +$55.8K 0.99% 36
2021
Q4 		$8.09M Buy
136,656
+716
+0.5% +$39.9K 0.95% 37
2021
Q3 		$7.13M Sell
135,940
-2,936
-2% -$164K 0.89% 40
2021
Q2 		$7.51M Sell
138,876
-3,055
-2% -$166K 0.95% 40
2021
Q1 		$7.48M Buy
141,931
+2,271
+2% +$114K 1.02% 39
2020
Q4 		$7.66M Sell
139,660
-2,432
-2% -$126K 1.16% 28
2020
Q3 		$7.01M Buy
142,092
+140,392
+8,258% +$6.75M 1.2% 26
2020
Q2 		$76K Sell
1,700
-438
-20% -$20.2K 0.01% 205
2020
Q1 		$95K Buy
2,138
+1,538
+256% +$83.1K 0.02% 198
2019
Q4 		$33K Buy
600
+130
+28% +$6.99K 0.01% 333
2019
Q3 		$26K Sell
470
-46
-9% -$2.46K ﹤0.01% 355
2019
Q2 		$26K Sell
516
-192
-27% -$9.41K ﹤0.01% 346
2019
Q1 		$33K Sell
708
-841
-54% -$39.3K 0.01% 323
2018
Q4 		$73K Hold
1,549
– – 0.02% 226
2018
Q3 		$72K Sell
1,549
-14,154
-90% -$647K 0.01% 231
2018
Q2 		$689K Sell
15,703
-1,855
-11% -$80.1K 0.12% 89
2018
Q1 		$763K Buy
17,558
+1,426
+9% +$64.1K 0.14% 90
2017
Q4 		$740K Buy
16,132
+429
+3% +$19.7K 0.13% 98
2017
Q3 		$707K Buy
15,703
+14,552
+1,264% +$662K 0.13% 94
2017
Q2 		$52K Sell
1,151
-531
-32% -$23.5K 0.01% 266
2017
Q1 		$71K Sell
1,682
-794
-32% -$33.1K 0.01% 227
2016
Q4 		$103K Hold
2,476
– – 0.02% 197
2016
Q3 		$105K Buy
2,476
+794
+47% +$34.8K 0.02% 185
2016
Q2 		$76K Sell
1,682
-842
-33% -$38K 0.02% 211
2016
Q1 		$117K Buy
2,524
+820
+48% +$35.7K 0.03% 187
2015
Q4 		$73K Sell
1,704
-200
-11% -$8.49K 0.02% 231
2015
Q3 		$76K Sell
1,904
-150
-7% -$6.01K 0.02% 224
2015
Q2 		$81K Buy
2,054
+75
+4% +$3.05K 0.02% 243
2015
Q1 		$80K Sell
1,979
-1,126
-36% -$47.1K 0.02% 229
2014
Q4 		$131K Hold
3,105
– – 0.03% 175
2014
Q3 		$132K Sell
3,105
-340
-10% -$14.1K 0.03% 178
2014
Q2 		$146K Sell
3,445
-2,988
-46% -$121K 0.03% 176
2014
Q1 		$249K Sell
6,433
-39,415
-86% -$1.52M 0.06% 133
2013
Q4 		$1.89M Buy
45,848
+2,478
+6% +$97.7K 0.48% 59
2013
Q3 		$1.67M Sell
43,370
-2,652
-6% -$105K 0.61% 54
2013
Q2 		$1.85M Buy
+46,022
New +$1.91M 0.51% 51

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Howe & Rusling's KO Position: Q1 2026 in Review

Howe & Rusling increased its Coca-Cola (KO) stake by 0.85% in Q1 2026, buying an estimated $127K and bringing the position to 199,717 shares worth $15.2M. The position accounts for 0.99% of the portfolio, ranked #28.

Howe & Rusling 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.

  • Howe & Rusling held 199,717 shares of Coca-Cola worth $15.2M as of Q1 2026.
  • Howe & Rusling bought 1,681 Coca-Cola shares in Q1 2026, an estimated $127K.
  • Coca-Cola made up 0.99% of Howe & Rusling's portfolio in Q1 2026, its #28 holding.
  • Howe & Rusling 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 Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.