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Kinloch Capital’s Coca-Cola KO Stock Holding History

Kinloch Capital’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 		$4.51M Sell
59,277
-1,000
-2% -$75.6K 1.84% 17
2025
Q4 		$4.21M Buy
60,277
+641
+1% +$44.7K 1.82% 21
2025
Q3 		$3.96M Buy
59,636
+633
+1% +$43.6K 1.73% 30
2025
Q2 		$4.17M Buy
59,003
+960
+2% +$68.4K 1.94% 10
2025
Q1 		$4.16M Sell
58,043
-2,538
-4% -$170K 1.99% 13
2024
Q4 		$3.77M Buy
60,581
+1,628
+3% +$106K 1.89% 20
2024
Q3 		$4.24M Sell
58,953
-2,408
-4% -$165K 2.05% 14
2024
Q2 		$3.91M Sell
61,361
-672
-1% -$41.6K 2.04% 16
2024
Q1 		$3.8M Buy
62,033
+4,675
+8% +$281K 1.95% 19
2023
Q4 		$3.38M Sell
57,358
-1,919
-3% -$109K 2.15% 13
2023
Q3 		$3.32M Sell
59,277
-53
-0.1% -$3.18K 2.08% 13
2023
Q2 		$3.57M Sell
59,330
-681
-1% -$42.4K 2.13% 13
2023
Q1 		$3.72M Buy
60,011
+606
+1% +$36.7K 2.18% 6
2022
Q4 		$3.78M Buy
59,405
+2,035
+4% +$123K 2.2% 11
2022
Q3 		$3.21M Buy
57,370
+684
+1% +$42.5K 2.12% 9
2022
Q2 		$3.57M Buy
56,686
+2,673
+5% +$169K 2.3% 7
2022
Q1 		$3.35M Buy
54,013
+1,859
+4% +$113K 2% 13
2021
Q4 		$3.09M Buy
52,154
+5,573
+12% +$310K 1.91% 9
2021
Q3 		$2.44M Buy
46,581
+3,376
+8% +$188K 1.73% 24
2021
Q2 		$2.34M Buy
43,205
+3,261
+8% +$177K 1.68% 26
2021
Q1 		$2.1M Buy
39,944
+1,975
+5% +$99.4K 1.62% 37
2020
Q4 		$2.08M Buy
+37,969
New +$1.96M 1.76% 20

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

Kinloch Capital's KO Position: Q1 2026 in Review

Kinloch Capital reduced its Coca-Cola (KO) stake by 1.7% in Q1 2026, selling an estimated $75.6K and leaving 59,277 shares worth $4.51M. The position accounts for 1.84% of the portfolio, ranked #17.

Kinloch Capital first reported a position in KO in Q4 2020 and has held it in 22 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Kinloch Capital held 59,277 shares of Coca-Cola worth $4.51M as of Q1 2026.
  • Kinloch Capital sold 1,000 Coca-Cola shares in Q1 2026, an estimated $75.6K.
  • Coca-Cola made up 1.84% of Kinloch Capital's portfolio in Q1 2026, its #17 holding.
  • Kinloch Capital first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.