Klingman & Associates’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
Q3 | $1.69M | Buy |
19,619
+489
| +3% | +$42.4K | 0.07% | 102 |
|
|
2026
Q2 | $1.55M | Sell |
19,130
-2,042
| -10% | -$161K | 0.07% | 105 |
|
|
2026
Q1 | $1.61M | Buy |
21,172
+491
| +2% | +$37.1K | 0.08% | 99 |
|
|
2025
Q4 | $1.45M | Buy |
20,681
+1,198
| +6% | +$83.5K | 0.07% | 104 |
|
|
2025
Q3 | $1.29M | Buy |
19,483
+4,807
| +33% | +$331K | 0.07% | 107 |
|
|
2025
Q2 | $1.04M | Buy |
14,676
+2,167
| +17% | +$154K | 0.06% | 112 |
|
|
2025
Q1 | $896K | Buy |
12,509
+2,999
| +32% | +$200K | 0.05% | 109 |
|
|
2024
Q4 | $592K | Buy |
9,510
+438
| +5% | +$28.6K | 0.04% | 133 |
|
|
2024
Q3 | $652K | Buy |
9,072
+2,200
| +32% | +$151K | 0.04% | 137 |
|
|
2024
Q2 | $437K | Buy |
6,872
+8
| +0.1% | +$495 | 0.03% | 150 |
|
|
2024
Q1 | $420K | Buy |
6,864
+729
| +12% | +$43.8K | 0.03% | 160 |
|
|
2023
Q4 | $362K | Sell |
6,135
-225
| -4% | -$12.8K | 0.03% | 167 |
|
|
2023
Q3 | $356K | Sell |
6,360
-886
| -12% | -$53.1K | 0.03% | 160 |
|
|
2023
Q2 | $436K | Buy |
7,246
+575
| +9% | +$35.8K | 0.04% | 139 |
|
|
2023
Q1 | $414K | Buy |
6,671
+259
| +4% | +$15.7K | 0.04% | 135 |
|
|
2022
Q4 | $408K | Sell |
6,412
-94
| -1% | -$5.68K | 0.04% | 134 |
|
|
2022
Q3 | $364K | Sell |
6,506
-9
| -0.1% | -$559 | 0.04% | 132 |
|
|
2022
Q2 | $410K | Sell |
6,515
-63
| -1% | -$3.99K | 0.04% | 123 |
|
|
2022
Q1 | $408K | Buy |
6,578
+2,263
| +52% | +$138K | 0.03% | 137 |
|
|
2021
Q4 | $255K | Buy |
4,315
+19
| +0.4% | +$1.06K | 0.02% | 156 |
|
|
2021
Q3 | $225K | Sell |
4,296
-51
| -1% | -$2.84K | 0.02% | 157 |
|
|
2021
Q2 | $235K | Sell |
4,347
-2,203
| -34% | -$120K | 0.02% | 145 |
|
|
2021
Q1 | $345K | Buy |
6,550
+2,163
| +49% | +$109K | 0.04% | 119 |
|
|
2020
Q4 | $241K | Buy |
+4,387
| New | +$227K | 0.03% | 139 |
|
|
2016
Q4 | – | Sell |
-869
| Closed | -$37K | – | 216 |
|
|
2016
Q3 | $37K | Hold |
869
| – | – | 0.01% | 206 |
|
|
2016
Q2 | $39K | Hold |
869
| – | – | 0.01% | 211 |
|
|
2016
Q1 | $40K | Hold |
869
| – | – | 0.01% | 205 |
|
|
2015
Q4 | $37K | Hold |
869
| – | – | 0.01% | 226 |
|
|
2015
Q3 | $34K | Hold |
869
| – | – | 0.01% | 226 |
|
|
2015
Q2 | $34K | Sell |
869
-120
| -12% | -$4.88K | 0.01% | 207 |
|
|
2015
Q1 | $40K | Buy |
989
+669
| +209% | +$28K | 0.02% | 185 |
|
|
2014
Q4 | $13K | Buy |
+320
| New | +$13.7K | 0.01% | 271 |
|
Other funds holding KO
Klingman & Associates's KO Position: Q3 2026 in Review
Klingman & Associates increased its Coca-Cola (KO) stake by 2.6% in Q3 2026, buying an estimated $42.4K and bringing the position to 19,619 shares worth $1.69M. The position accounts for 0.07% of the portfolio, ranked #102.
Klingman & Associates first reported a position in KO in Q4 2014 and has held it in 32 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.
- Klingman & Associates held 19,619 shares of Coca-Cola worth $1.69M as of Q3 2026.
- Klingman & Associates bought 489 Coca-Cola shares in Q3 2026, an estimated $42.4K.
- Coca-Cola made up 0.07% of Klingman & Associates's portfolio in Q3 2026, its #102 holding.
- Klingman & Associates first reported a position in Coca-Cola in Q4 2014 and has held it in 32 quarters since.
- 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.
Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.