J.P. Marvel Investment Advisors’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 | $4.45M | Buy |
58,566
+1,458
| +3% | +$110K | 0.63% | 35 |
|
|
2025
Q4 | $3.99M | Sell |
57,108
-8,100
| -12% | -$565K | 0.55% | 35 |
|
|
2025
Q3 | $4.32M | Sell |
65,208
-490
| -0.7% | -$33.7K | 0.63% | 35 |
|
|
2025
Q2 | $4.65M | Hold |
65,698
| – | – | 0.75% | 33 |
|
|
2025
Q1 | $4.71M | Sell |
65,698
-95
| -0.1% | -$6.34K | 0.81% | 35 |
|
|
2024
Q4 | $4.1M | Sell |
65,793
-796
| -1% | -$52K | 0.68% | 38 |
|
|
2024
Q3 | $4.79M | Hold |
66,589
| – | – | 0.78% | 35 |
|
|
2024
Q2 | $4.24M | Hold |
66,589
| – | – | 0.7% | 37 |
|
|
2024
Q1 | $4.07M | Hold |
66,589
| – | – | 0.7% | 42 |
|
|
2023
Q4 | $3.92M | Sell |
66,589
-889
| -1% | -$50.5K | 0.78% | 36 |
|
|
2023
Q3 | $3.78M | Sell |
67,478
-116
| -0.2% | -$6.96K | 0.81% | 35 |
|
|
2023
Q2 | $4.07M | Sell |
67,594
-340
| -0.5% | -$21.2K | 0.85% | 35 |
|
|
2023
Q1 | $4.21M | Hold |
67,934
| – | – | 0.95% | 34 |
|
|
2022
Q4 | $4.32M | Hold |
67,934
| – | – | 1.01% | 34 |
|
|
2022
Q3 | $3.81M | Hold |
67,934
| – | – | 0.97% | 33 |
|
|
2022
Q2 | $4.27M | Hold |
67,934
| – | – | 1.03% | 35 |
|
|
2022
Q1 | $4.21M | Buy |
67,934
+1,487
| +2% | +$90.4K | 0.86% | 35 |
|
|
2021
Q4 | $3.93M | Buy |
66,447
+50
| +0.1% | +$2.78K | 0.77% | 37 |
|
|
2021
Q3 | $3.48M | Hold |
66,397
| – | – | 1.05% | 26 |
|
|
2021
Q2 | $3.59M | Hold |
66,397
| – | – | 0.76% | 38 |
|
|
2021
Q1 | $3.5M | Sell |
66,397
-29,642
| -31% | -$1.49M | 0.83% | 38 |
|
|
2020
Q4 | $5.27M | Hold |
96,039
| – | – | 1.36% | 32 |
|
|
2020
Q3 | $4.74M | Hold |
96,039
| – | – | 1.36% | 32 |
|
|
2020
Q2 | $4.29M | Hold |
96,039
| – | – | 1.36% | 31 |
|
|
2020
Q1 | $4.25M | Buy |
96,039
+505
| +0.5% | +$27.3K | 1.61% | 26 |
|
|
2019
Q4 | $5.29M | Sell |
95,534
-46
| -0% | -$2.47K | 1.53% | 27 |
|
|
2019
Q3 | $5.2M | Buy |
+95,580
| New | +$5.12M | 1.67% | 24 |
|
|
2019
Q1 | $4.55M | Buy |
97,022
+200
| +0.2% | +$9.35K | 1.47% | 31 |
|
|
2018
Q4 | $4.58M | Buy |
+96,822
| New | +$4.63M | 1.65% | 26 |
|
|
2018
Q2 | $4.25M | Sell |
96,847
-836
| -0.9% | -$36.1K | 1.3% | 31 |
|
|
2018
Q1 | $4.24M | Hold |
97,683
| – | – | 1.31% | 33 |
|
|
2017
Q4 | $4.48M | Hold |
97,683
| – | – | 1.37% | 31 |
|
|
2017
Q3 | $4.4M | Buy |
97,683
+1,373
| +1% | +$62.5K | 1.4% | 31 |
|
|
2017
Q2 | $4.32M | Buy |
96,310
+7,930
| +9% | +$350K | 1.43% | 30 |
|
|
2017
Q1 | $3.75M | Sell |
88,380
-5,642
| -6% | -$235K | 1.24% | 37 |
|
|
2016
Q4 | $3.9M | Hold |
94,022
| – | – | 1.33% | 34 |
|
|
2016
Q3 | $3.98M | Sell |
94,022
-9,940
| -10% | -$436K | 1.41% | 32 |
|
|
2016
Q2 | $4.71M | Sell |
103,962
-2,460
| -2% | -$111K | 1.65% | 25 |
|
|
2016
Q1 | $4.94M | Sell |
106,422
-519
| -0.5% | -$22.6K | 1.78% | 24 |
|
|
2015
Q4 | $4.59M | Buy |
+106,941
| New | +$4.54M | 1.6% | 28 |
|
|
2015
Q2 | $4.3M | Sell |
109,511
-520
| -0.5% | -$21.1K | 1.45% | 27 |
|
|
2015
Q1 | $4.46M | Hold |
110,031
| – | – | 1.52% | 26 |
|
|
2014
Q4 | $4.65M | Sell |
110,031
-160
| -0.1% | -$6.83K | 1.62% | 24 |
|
|
2014
Q3 | $4.7M | Sell |
110,191
-1,779
| -2% | -$73.5K | 1.7% | 23 |
|
|
2014
Q2 | $4.74M | Hold |
111,970
| – | – | 1.61% | 23 |
|
|
2014
Q1 | $4.33M | Sell |
111,970
-500
| -0.4% | -$19.3K | 1.53% | 24 |
|
|
2013
Q4 | $4.65M | Hold |
112,470
| – | – | 1.66% | 24 |
|
|
2013
Q3 | $4.26M | Sell |
112,470
-640
| -0.6% | -$25.3K | 1.65% | 25 |
|
|
2013
Q2 | $4.54M | Buy |
+113,110
| New | +$4.68M | 1.89% | 20 |
|
Other funds holding KO
VCM
VPM
J.P. Marvel Investment Advisors's KO Position: Q1 2026 in Review
J.P. Marvel Investment Advisors increased its Coca-Cola (KO) stake by 2.6% in Q1 2026, buying an estimated $110K and bringing the position to 58,566 shares worth $4.45M. The position accounts for 0.63% of the portfolio, ranked #35.
J.P. Marvel Investment Advisors first reported a position in KO in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.29M in Q4 2019. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- J.P. Marvel Investment Advisors held 58,566 shares of Coca-Cola worth $4.45M as of Q1 2026.
- J.P. Marvel Investment Advisors bought 1,458 Coca-Cola shares in Q1 2026, an estimated $110K.
- Coca-Cola made up 0.63% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #35 holding.
- J.P. Marvel Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 49 quarters since.
- J.P. Marvel Investment Advisors's Coca-Cola position peaked at $5.29M in Q4 2019.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.