KP
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Keel Point’s Coca-Cola KO Stock Holding History

Keel Point’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 		$3.42M Sell
44,966
-6,381
-12% -$482K 0.23% 66
2025
Q4 		$3.59M Buy
51,347
+1,434
+3% +$100K 0.22% 70
2025
Q3 		$3.31M Sell
49,913
-1,857
-4% -$128K 0.2% 78
2025
Q2 		$3.66M Buy
51,770
+23,305
+82% +$1.66M 0.24% 74
2025
Q1 		$2.04M Buy
28,465
+3,279
+13% +$219K 0.16% 97
2024
Q4 		$1.57M Sell
25,186
-35
-0.1% -$2.29K 0.13% 112
2024
Q3 		$1.81M Buy
25,221
+390
+2% +$26.7K 0.15% 103
2024
Q2 		$1.7M Buy
24,831
+6,649
+37% +$412K 0.15% 103
2024
Q1 		$1.11M Buy
18,182
+471
+3% +$28.3K 0.12% 122
2023
Q4 		$1.04M Buy
17,711
+1,710
+11% +$97.1K 0.12% 115
2023
Q3 		$896K Sell
16,001
-1,357
-8% -$81.4K 0.12% 113
2023
Q2 		$1.05M Buy
17,358
+993
+6% +$61.8K 0.14% 105
2023
Q1 		$1.02M Sell
16,365
-1,568
-9% -$94.9K 0.15% 112
2022
Q4 		$1.14M Buy
17,933
+619
+4% +$37.4K 0.18% 96
2022
Q3 		$970K Buy
17,314
+228
+1% +$14.2K 0.17% 96
2022
Q2 		$1.09M Buy
17,086
+2,042
+14% +$129K 0.17% 91
2022
Q1 		$933K Buy
15,044
+4,216
+39% +$256K 0.14% 103
2021
Q4 		$641K Sell
10,828
-215
-2% -$12K 0.07% 131
2021
Q3 		$579K Sell
11,043
-36
-0.3% -$2.01K 0.07% 142
2021
Q2 		$599K Sell
11,079
-664
-6% -$36.1K 0.07% 143
2021
Q1 		$619K Buy
11,743
+1,082
+10% +$54.5K 0.06% 143
2020
Q4 		$585K Buy
10,661
+303
+3% +$15.7K 0.05% 142
2020
Q3 		$511K Sell
10,358
-1,230
-11% -$59.2K 0.05% 136
2020
Q2 		$518K Buy
11,588
+310
+3% +$14.3K 0.05% 123
2020
Q1 		$499K Buy
11,278
+1,763
+19% +$95.2K 0.06% 117
2019
Q4 		$527K Sell
9,515
-122
-1% -$6.56K 0.06% 112
2019
Q3 		$525K Buy
9,637
+1
+0% +$54 0.06% 113
2019
Q2 		$491K Buy
9,636
+824
+9% +$40.4K 0.06% 122
2019
Q1 		$413K Sell
8,812
-3,768
-30% -$176K 0.05% 138
2018
Q4 		$596K Sell
12,580
-892
-7% -$42.7K 0.08% 104
2018
Q3 		$622K Sell
13,472
-2,493
-16% -$114K 0.08% 87
2018
Q2 		$700K Buy
15,965
+2,084
+15% +$90K 0.09% 70
2018
Q1 		$603K Sell
13,881
-2,221
-14% -$99.8K 0.08% 79
2017
Q4 		$739K Sell
16,102
-1,545
-9% -$71K 0.1% 73
2017
Q3 		$794K Sell
17,647
-488
-3% -$22.2K 0.12% 66
2017
Q2 		$813K Buy
18,135
+343
+2% +$15.2K 0.16% 63
2017
Q1 		$755K Buy
17,792
+790
+5% +$33K 0.15% 66
2016
Q4 		$705K Sell
17,002
-5,865
-26% -$244K 0.16% 67
2016
Q3 		$968K Buy
22,867
+7,477
+49% +$328K 0.37% 42
2016
Q2 		$698K Buy
15,390
+5
+0% +$226 0.3% 61
2016
Q1 		$714K Sell
15,385
-688
-4% -$29.9K 0.36% 51
2015
Q4 		$690K Buy
16,073
+3,706
+30% +$157K 0.37% 50
2015
Q3 		$496K Sell
12,367
-228
-2% -$9.13K 0.28% 57
2015
Q2 		$509K Buy
12,595
+529
+4% +$21.5K 0.24% 59
2015
Q1 		$489K Buy
+12,066
New +$505K 0.25% 61

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

Keel Point's KO Position: Q1 2026 in Review

Keel Point reduced its Coca-Cola (KO) stake by 12% in Q1 2026, selling an estimated $482K and leaving 44,966 shares worth $3.42M. The position accounts for 0.23% of the portfolio, ranked #66.

Keel Point first reported a position in KO in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.66M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Keel Point held 44,966 shares of Coca-Cola worth $3.42M as of Q1 2026.
  • Keel Point sold 6,381 Coca-Cola shares in Q1 2026, an estimated $482K.
  • Coca-Cola made up 0.23% of Keel Point's portfolio in Q1 2026, its #66 holding.
  • Keel Point first reported a position in Coca-Cola in Q1 2015 and has held it in 45 quarters since.
  • Keel Point's Coca-Cola position peaked at $3.66M in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.