Joel Isaacson & Co’s Coca-Cola KO Stock Holding History

Joel Isaacson & Co’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	$1.88M	Buy	24,742 +1,044	+4%	+$78.9K	0.06%	140
2025 Q4	$1.66M	Buy	23,698 +71	+0.3%	+$4.95K	0.05%	144
2025 Q3	$1.57M	Buy	23,627 +2,089	+10%	+$144K	0.06%	141
2025 Q2	$1.52M	Buy	21,538 +444	+2%	+$31.6K	0.06%	126
2025 Q1	$1.51M	Buy	21,094 +3,675	+21%	+$245K	0.07%	117
2024 Q4	$1.08M	Buy	17,419 +73	+0.4%	+$4.76K	0.05%	143
2024 Q3	$1.25M	Sell	17,346 -220	-1%	-$15.1K	0.06%	126
2024 Q2	$1.12M	Sell	17,566 -3,510	-17%	-$217K	0.06%	123
2024 Q1	$1.29M	Sell	21,076 -287	-1%	-$17.2K	0.07%	116
2023 Q4	$1.26M	Buy	21,363 +216	+1%	+$12.3K	0.08%	106
2023 Q3	$1.18M	Buy	21,147 +314	+2%	+$18.8K	0.08%	104
2023 Q2	$1.25M	Buy	20,833 +5	+0%	+$311	0.08%	103
2023 Q1	$1.29M	Sell	20,828 -150	-0.7%	-$9.08K	0.09%	96
2022 Q4	$1.33M	Buy	20,978 +8	+0%	+$483	0.1%	89
2022 Q3	$1.18M	Buy	20,970 +435	+2%	+$27K	0.1%	89
2022 Q2	$1.29M	Buy	20,535 +990	+5%	+$62.8K	0.11%	83
2022 Q1	$1.26M	Buy	19,545 +4	+0%	+$243	0.09%	98
2021 Q4	$1.16M	Sell	19,541 -118	-0.6%	-$6.57K	0.08%	111
2021 Q3	$1.03M	Buy	19,659 +47	+0.2%	+$2.62K	0.08%	111
2021 Q2	$1.06M	Buy	19,612 +1,083	+6%	+$58.9K	0.08%	103
2021 Q1	$977K	Sell	18,529 -2,387	-11%	-$120K	0.09%	95
2020 Q4	$1.15M	Buy	20,916 +610	+3%	+$31.5K	0.11%	83
2020 Q3	$1M	Sell	20,306 -143	-0.7%	-$6.88K	0.13%	79
2020 Q2	$914K	Buy	20,449 +155	+0.8%	+$7.14K	0.13%	80
2020 Q1	$898K	Sell	20,294 -166	-0.8%	-$8.96K	0.16%	69
2019 Q4	$1.13M	Sell	20,460 -196	-0.9%	-$10.5K	0.15%	64
2019 Q3	$1.13M	Sell	20,656 -1,255	-6%	-$67.2K	0.16%	65
2019 Q2	$1.12M	Sell	21,911 -320	-1%	-$15.7K	0.16%	65
2019 Q1	$1.04M	Sell	22,231 -9	-0%	-$421	0.15%	80
2018 Q4	$1.05M	Buy	22,240 +1,659	+8%	+$79.4K	0.17%	75
2018 Q3	$951K	Sell	20,581 -950	-4%	-$43.4K	0.15%	72
2018 Q2	$944K	Sell	21,531 -571	-3%	-$24.7K	0.16%	69
2018 Q1	$960K	Sell	22,102 -234	-1%	-$10.5K	0.17%	62
2017 Q4	$1.02M	Sell	22,336 -246	-1%	-$11.3K	0.18%	60
2017 Q3	$1.02M	Sell	22,582 -475	-2%	-$21.6K	0.19%	59
2017 Q2	$1.03M	Sell	23,057 -291	-1%	-$12.9K	0.2%	55
2017 Q1	$991K	Sell	23,348 -967	-4%	-$40.3K	0.19%	54
2016 Q4	$1.01M	Buy	24,315 +880	+4%	+$36.6K	0.2%	52
2016 Q3	$992K	Sell	23,435 -242	-1%	-$10.6K	0.2%	50
2016 Q2	$1.07M	Sell	23,677 -625	-3%	-$28.2K	0.23%	45
2016 Q1	$1.13M	Hold	24,302	–	–	0.25%	44
2015 Q4	$1.04M	Sell	24,302 -72	-0.3%	-$3.06K	0.26%	48
2015 Q3	$978K	Buy	24,374 +231	+1%	+$9.25K	0.26%	45
2015 Q2	$947K	Sell	24,143 -145	-0.6%	-$5.9K	0.24%	47
2015 Q1	$985K	Sell	24,288 -108	-0.4%	-$4.52K	0.25%	48
2014 Q4	$1.03M	Sell	24,396 -131	-0.5%	-$5.59K	0.28%	44
2014 Q3	$1.05M	Sell	24,527 -229	-0.9%	-$9.47K	0.32%	42
2014 Q2	$1.05M	Buy	24,756 +23	+0.1%	+$933	0.33%	40
2014 Q1	$956K	Buy	24,733 +682	+3%	+$26.3K	0.32%	40
2013 Q4	$994K	Sell	24,051 -320	-1%	-$12.6K	0.36%	36
2013 Q3	$923K	Buy	24,371 +161	+0.7%	+$6.36K	0.38%	37
2013 Q2	$971K	Buy	+24,210	New	+$1M	0.46%	34

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

Joel Isaacson & Co's KO Position: Q1 2026 in Review

Joel Isaacson & Co increased its Coca-Cola (KO) stake by 4.4% in Q1 2026, buying an estimated $78.9K and bringing the position to 24,742 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #140.

Joel Isaacson & Co 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.

Joel Isaacson & Co held 24,742 shares of Coca-Cola worth $1.88M as of Q1 2026.
Joel Isaacson & Co bought 1,044 Coca-Cola shares in Q1 2026, an estimated $78.9K.
Coca-Cola made up 0.06% of Joel Isaacson & Co's portfolio in Q1 2026, its #140 holding.
Joel Isaacson & Co 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 Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.