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KCM Investment Advisors’s Coca-Cola KO Stock Holding History

KCM Investment Advisors’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 		$4.1M Buy
53,938
+1,900
+4% +$144K 0.14% 105
2025
Q4 		$3.64M Buy
52,038
+194
+0.4% +$13.5K 0.12% 114
2025
Q3 		$3.44M Buy
51,844
+5
+0% +$344 0.11% 116
2025
Q2 		$3.67M Buy
51,839
+964
+2% +$68.7K 0.12% 111
2025
Q1 		$3.64M Sell
50,875
-981
-2% -$65.5K 0.13% 110
2024
Q4 		$3.23M Buy
51,856
+858
+2% +$56K 0.11% 124
2024
Q3 		$3.66M Sell
50,998
-525
-1% -$36K 0.12% 118
2024
Q2 		$3.28M Sell
51,523
-543
-1% -$33.6K 0.12% 118
2024
Q1 		$3.19M Buy
52,066
+1,374
+3% +$82.5K 0.12% 123
2023
Q4 		$2.99M Sell
50,692
-619
-1% -$35.2K 0.12% 124
2023
Q3 		$2.87M Sell
51,311
-5,716
-10% -$343K 0.12% 123
2023
Q2 		$3.43M Sell
57,027
-13,075
-19% -$813K 0.14% 120
2023
Q1 		$4.35M Buy
70,102
+13,649
+24% +$826K 0.18% 112
2022
Q4 		$3.59M Buy
56,453
+121
+0.2% +$7.3K 0.15% 114
2022
Q3 		$3.16M Buy
56,332
+590
+1% +$36.7K 0.15% 118
2022
Q2 		$3.51M Buy
55,742
+412
+0.7% +$26.1K 0.15% 117
2022
Q1 		$3.43M Buy
55,330
+3,565
+7% +$217K 0.13% 128
2021
Q4 		$3.06M Sell
51,765
-2,057
-4% -$115K 0.11% 141
2021
Q3 		$2.82M Buy
53,822
+2,374
+5% +$132K 0.11% 136
2021
Q2 		$2.78M Buy
51,448
+5,777
+13% +$314K 0.11% 135
2021
Q1 		$2.41M Buy
45,671
+3,354
+8% +$169K 0.11% 139
2020
Q4 		$2.32M Buy
42,317
+1,890
+5% +$97.7K 0.11% 128
2020
Q3 		$2M Sell
40,427
-8,571
-17% -$412K 0.11% 126
2020
Q2 		$2.19M Sell
48,998
-5,125
-9% -$236K 0.12% 126
2020
Q1 		$2.4M Buy
54,123
+9,225
+21% +$498K 0.16% 104
2019
Q4 		$2.48M Buy
44,898
+1,384
+3% +$74.4K 0.14% 122
2019
Q3 		$2.37M Sell
43,514
-1,461
-3% -$78.2K 0.14% 121
2019
Q2 		$2.29M Buy
44,975
+2,414
+6% +$118K 0.14% 126
2019
Q1 		$1.99M Buy
42,561
+2,014
+5% +$94.2K 0.13% 131
2018
Q4 		$1.92M Buy
40,547
+2,197
+6% +$105K 0.13% 148
2018
Q3 		$1.77M Buy
38,350
+245
+0.6% +$11.2K 0.1% 171
2018
Q2 		$1.67M Sell
38,105
-70,391
-65% -$3.04M 0.1% 172
2018
Q1 		$4.71M Sell
108,496
-6,606
-6% -$297K 0.29% 87
2017
Q4 		$5.28M Sell
115,102
-5,934
-5% -$273K 0.31% 88
2017
Q3 		$5.45M Sell
121,036
-1,929
-2% -$87.7K 0.33% 78
2017
Q2 		$5.51M Buy
122,965
+1,685
+1% +$74.5K 0.35% 76
2017
Q1 		$5.15M Sell
121,280
-4,850
-4% -$202K 0.33% 82
2016
Q4 		$5.23M Buy
126,130
+1,218
+1% +$50.7K 0.35% 77
2016
Q3 		$5.29M Buy
124,912
+946
+0.8% +$41.5K 0.36% 81
2016
Q2 		$5.62M Buy
123,966
+1,294
+1% +$58.5K 0.39% 72
2016
Q1 		$5.69M Buy
122,672
+4,715
+4% +$205K 0.42% 68
2015
Q4 		$5.07M Sell
117,957
-2,601
-2% -$110K 0.4% 75
2015
Q3 		$4.84M Buy
120,558
+5,326
+5% +$213K 0.4% 75
2015
Q2 		$4.52M Sell
115,232
-4,475
-4% -$182K 0.36% 85
2015
Q1 		$4.85M Sell
119,707
-220
-0.2% -$9.2K 0.39% 77
2014
Q4 		$5.06M Buy
119,927
+6,374
+6% +$272K 0.43% 67
2014
Q3 		$4.84M Buy
113,553
+5,782
+5% +$239K 0.44% 62
2014
Q2 		$4.57M Buy
107,771
+6,534
+6% +$265K 0.43% 65
2014
Q1 		$3.91M Sell
101,237
-3,076
-3% -$119K 0.4% 73
2013
Q4 		$4.31M Sell
104,313
-1,295
-1% -$51.1K 0.47% 60
2013
Q3 		$4M Sell
105,608
-10,747
-9% -$425K 0.48% 55
2013
Q2 		$4.67M Buy
+116,355
New +$4.82M 0.56% 43

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

KCM Investment Advisors's KO Position: Q1 2026 in Review

KCM Investment Advisors increased its Coca-Cola (KO) stake by 3.7% in Q1 2026, buying an estimated $144K and bringing the position to 53,938 shares worth $4.1M. The position accounts for 0.14% of the portfolio, ranked #105.

KCM Investment Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.69M in Q1 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • KCM Investment Advisors held 53,938 shares of Coca-Cola worth $4.1M as of Q1 2026.
  • KCM Investment Advisors bought 1,900 Coca-Cola shares in Q1 2026, an estimated $144K.
  • Coca-Cola made up 0.14% of KCM Investment Advisors's portfolio in Q1 2026, its #105 holding.
  • KCM Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Coca-Cola position peaked at $5.69M in Q1 2016.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.