Kurt F. Somerville’s Coca-Cola KO Stock Holding History

Kurt F. Somerville’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	$1.04M	Sell	13,650 -300	-2%	-$22.7K	0.27%	51
2025 Q4	$975K	Sell	13,950 -1,000	-7%	-$69.7K	0.17%	54
2025 Q3	$991K	Sell	14,950 -1,680	-10%	-$116K	0.16%	56
2025 Q2	$1.18M	Sell	16,630 -1,600	-9%	-$114K	0.2%	52
2025 Q1	$1.31M	Sell	18,230 -1,140	-6%	-$76.1K	0.23%	49
2024 Q4	$1.21M	Sell	19,370 -1,120	-5%	-$73.1K	0.2%	49
2024 Q3	$1.47M	Sell	20,490 -590	-3%	-$40.4K	0.24%	50
2024 Q2	$1.34M	Sell	21,080 -1,100	-5%	-$68.1K	0.23%	52
2024 Q1	$1.36M	Sell	22,180 -1,397	-6%	-$83.9K	0.23%	52
2023 Q4	$1.39M	Sell	23,577 -530	-2%	-$30.1K	0.26%	47
2023 Q3	$1.35M	Sell	24,107 -540	-2%	-$32.4K	0.27%	48
2023 Q2	$1.48M	Sell	24,647 -300	-1%	-$18.7K	0.28%	47
2023 Q1	$1.55M	Sell	24,947 -300	-1%	-$18.2K	0.28%	49
2022 Q4	$1.61M	Sell	25,247 -580	-2%	-$35K	0.31%	46
2022 Q3	$1.45M	Buy	25,827 +5,300	+26%	+$329K	0.29%	48
2022 Q2	$1.29M	Sell	20,527 -850	-4%	-$53.9K	0.25%	54
2022 Q1	$1.32M	Buy	21,377 +172	+0.8%	+$10.5K	0.21%	54
2021 Q4	$1.25M	Hold	21,205	–	–	0.17%	54
2021 Q3	$1.11M	Sell	21,205 -200	-0.9%	-$11.1K	0.17%	53
2021 Q2	$1.16M	Sell	21,405 -250	-1%	-$13.6K	0.17%	54
2021 Q1	$1.14M	Sell	21,655 -50	-0.2%	-$2.52K	0.18%	52
2020 Q4	$1.19M	Hold	21,705	–	–	0.19%	52
2020 Q3	$1.07M	Sell	21,705 -2,300	-10%	-$111K	0.19%	56
2020 Q2	$1.07M	Buy	24,005 +1,900	+9%	+$87.5K	0.2%	56
2020 Q1	$978K	Buy	22,105 +6,300	+40%	+$340K	0.22%	53
2019 Q4	$875K	Sell	15,805 -647	-4%	-$34.8K	0.16%	57
2019 Q3	$895K	Sell	16,452 -275	-2%	-$14.7K	0.18%	56
2019 Q2	$851K	Sell	16,727 -1,455	-8%	-$71.3K	0.17%	55
2019 Q1	$853K	Sell	18,182 -200	-1%	-$9.35K	0.17%	57
2018 Q4	$871K	Sell	18,382 -525	-3%	-$25.1K	0.2%	53
2018 Q3	$874K	Buy	18,907 +1,180	+7%	+$53.9K	0.17%	58
2018 Q2	$778K	Sell	17,727 -100	-0.6%	-$4.32K	0.17%	60
2018 Q1	$774K	Sell	17,827 -1,325	-7%	-$59.5K	0.17%	62
2017 Q4	$879K	Buy	19,152 +7,325	+62%	+$337K	0.18%	57
2017 Q3	$533K	Hold	11,827	–	–	0.11%	73
2017 Q2	$530K	Sell	11,827 -25	-0.2%	-$1.1K	0.11%	71
2017 Q1	$503K	Sell	11,852 -3,200	-21%	-$133K	0.11%	75
2016 Q4	$624K	Sell	15,052 -250	-2%	-$10.4K	0.14%	71
2016 Q3	$648K	Sell	15,302 -300	-2%	-$13.1K	0.14%	71
2016 Q2	$707K	Hold	15,602	–	–	0.16%	69
2016 Q1	$723K	Sell	15,602 -500	-3%	-$21.8K	0.17%	68
2015 Q4	$691K	Buy	16,102 +3,250	+25%	+$138K	0.16%	73
2015 Q3	$515K	Sell	12,852 -100	-0.8%	-$4K	0.13%	78
2015 Q2	$508K	Sell	12,952 -4,250	-25%	-$173K	0.12%	80
2015 Q1	$697K	Sell	17,202 -3,154	-15%	-$132K	0.16%	76
2014 Q4	$860K	Buy	20,356 +2,106	+12%	+$89.9K	0.21%	70
2014 Q3	$778K	Sell	18,250 -300	-2%	-$12.4K	0.31%	56
2014 Q2	$785K	Sell	18,550 -200	-1%	-$8.12K	0.31%	58
2014 Q1	$724K	Sell	18,750 -3,600	-16%	-$139K	0.29%	59
2013 Q4	$922K	Hold	22,350	–	–	0.35%	55
2013 Q3	$846K	Sell	22,350 -200	-0.9%	-$7.91K	0.34%	61
2013 Q2	$904K	Buy	+22,550	New	+$934K	0.38%	54

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

Kurt F. Somerville's KO Position: Q1 2026 in Review

Kurt F. Somerville reduced its Coca-Cola (KO) stake by 2.2% in Q1 2026, selling an estimated $22.7K and leaving 13,650 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #51.

Kurt F. Somerville first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.61M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Kurt F. Somerville held 13,650 shares of Coca-Cola worth $1.04M as of Q1 2026.
Kurt F. Somerville sold 300 Coca-Cola shares in Q1 2026, an estimated $22.7K.
Coca-Cola made up 0.27% of Kurt F. Somerville's portfolio in Q1 2026, its #51 holding.
Kurt F. Somerville first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Kurt F. Somerville's Coca-Cola position peaked at $1.61M in Q4 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.