Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 | $8.93M | Buy |
109,910
+8,539
| +8% | +$674K | 0.09% | 75 |
|
|
2026
Q1 | $7.85M | Sell |
101,371
-3,899
| -4% | -$295K | 0.08% | 78 |
|
|
2025
Q4 | $7.74M | Sell |
105,270
-8,446
| -7% | -$589K | 0.07% | 77 |
|
|
2025
Q3 | $7.95M | Sell |
113,716
-325
| -0.3% | -$22.4K | 0.07% | 75 |
|
|
2025
Q2 | $8.07M | Sell |
114,041
-158
| -0.1% | -$11.3K | 0.07% | 75 |
|
|
2025
Q1 | $8.37M | Sell |
114,199
-613
| -0.5% | -$40.9K | 0.08% | 71 |
|
|
2024
Q4 | $7.33M | Sell |
114,812
-3,880
| -3% | -$253K | 0.06% | 83 |
|
|
2024
Q3 | $7.99M | Sell |
118,692
-1,148
| -1% | -$78.6K | 0.07% | 79 |
|
|
2024
Q2 | $7.7M | Buy |
119,840
+3,756
| +3% | +$233K | 0.07% | 74 |
|
|
2024
Q1 | $7.03M | Sell |
116,084
-3,101
| -3% | -$186K | 0.07% | 73 |
|
|
2023
Q4 | $7.09M | Sell |
119,185
-7,087
| -6% | -$403K | 0.07% | 72 |
|
|
2023
Q3 | $7.21M | Sell |
126,272
-6,497
| -5% | -$390K | 0.08% | 73 |
|
|
2023
Q2 | $8M | Sell |
132,769
-844
| -0.6% | -$52.5K | 0.09% | 70 |
|
|
2023
Q1 | $8.29M | Buy |
133,613
+143
| +0.1% | +$8.66K | 0.1% | 69 |
|
|
2022
Q4 | $8.49M | Buy |
133,470
+600
| +0.5% | +$36.2K | 0.11% | 70 |
|
|
2022
Q3 | $7.44M | Sell |
132,870
-1,058
| -0.8% | -$65.8K | 0.1% | 70 |
|
|
2022
Q2 | $8.43M | Sell |
133,928
-2,275
| -2% | -$144K | 0.1% | 68 |
|
|
2022
Q1 | $8.45M | Buy |
136,203
+2,009
| +1% | +$122K | 0.09% | 73 |
|
|
2021
Q4 | $7.95M | Buy |
134,194
+5,594
| +4% | +$311K | 0.07% | 77 |
|
|
2021
Q3 | $6.75M | Sell |
128,600
-5,137
| -4% | -$286K | 0.07% | 77 |
|
|
2021
Q2 | $7.24M | Buy |
133,737
+7,320
| +6% | +$398K | 0.07% | 77 |
|
|
2021
Q1 | $6.66M | Sell |
126,417
-5,205
| -4% | -$262K | 0.07% | 77 |
|
|
2020
Q4 | $7.22M | Sell |
131,622
-3,527
| -3% | -$182K | 0.08% | 73 |
|
|
2020
Q3 | $6.67M | Sell |
135,149
-826
| -0.6% | -$39.7K | 0.08% | 70 |
|
|
2020
Q2 | $6.08M | Sell |
135,975
-1,476
| -1% | -$68K | 0.08% | 74 |
|
|
2020
Q1 | $6.08M | Sell |
137,451
-9,376
| -6% | -$506K | 0.1% | 72 |
|
|
2019
Q4 | $8.13M | Buy |
146,827
+5,465
| +4% | +$294K | 0.11% | 72 |
|
|
2019
Q3 | $7.7M | Buy |
141,362
+2,306
| +2% | +$123K | 0.11% | 71 |
|
|
2019
Q2 | $7.08M | Buy |
139,056
+294
| +0.2% | +$14.4K | 0.1% | 77 |
|
|
2019
Q1 | $6.5M | Sell |
138,762
-3,082
| -2% | -$144K | 0.1% | 84 |
|
|
2018
Q4 | $6.72M | Buy |
141,844
+1,148
| +0.8% | +$54.9K | 0.12% | 83 |
|
|
2018
Q3 | $6.5M | Sell |
140,696
-5,956
| -4% | -$272K | 0.1% | 85 |
|
|
2018
Q2 | $6.43M | Sell |
146,652
-20,062
| -12% | -$866K | 0.11% | 85 |
|
|
2018
Q1 | $7.24M | Sell |
166,714
-44,888
| -21% | -$2.02M | 0.13% | 86 |
|
|
2017
Q4 | $9.71M | Sell |
211,602
-14,102
| -6% | -$648K | 0.18% | 76 |
|
|
2017
Q3 | $10.2M | Sell |
225,704
-24,037
| -10% | -$1.09M | 0.2% | 71 |
|
|
2017
Q2 | $11.4M | Sell |
249,741
-9,674
| -4% | -$427K | 0.23% | 67 |
|
|
2017
Q1 | $11M | Sell |
259,415
-1,635
| -0.6% | -$68.2K | 0.23% | 66 |
|
|
2016
Q4 | $10.8M | Sell |
261,050
-2,320
| -0.9% | -$96.5K | 0.24% | 65 |
|
|
2016
Q3 | $11.1M | Sell |
263,370
-1,240
| -0.5% | -$54.3K | 0.25% | 63 |
|
|
2016
Q2 | $12M | Sell |
264,610
-8,094
| -3% | -$366K | 0.28% | 63 |
|
|
2016
Q1 | $12.7M | Sell |
272,704
-3,510
| -1% | -$153K | 0.3% | 64 |
|
|
2015
Q4 | $11.9M | Sell |
276,214
-16,942
| -6% | -$719K | 0.29% | 64 |
|
|
2015
Q3 | $11.5M | Hold |
293,156
| – | – | 0.29% | 64 |
|
|
2015
Q2 | $11.5M | Sell |
293,156
-6,908
| -2% | -$281K | 0.29% | 64 |
|
|
2015
Q1 | $12.2M | Sell |
300,064
-42,938
| -13% | -$1.8M | 0.31% | 63 |
|
|
2014
Q4 | $14.5M | Sell |
343,002
-13,303
| -4% | -$568K | 0.37% | 58 |
|
|
2014
Q3 | $15.2M | Sell |
356,305
-21,174
| -6% | -$875K | 0.41% | 56 |
|
|
2014
Q2 | $16M | Sell |
377,479
-44,794
| -11% | -$1.82M | 0.43% | 55 |
|
|
2014
Q1 | $16.3M | Buy |
422,273
+4,041
| +1% | +$156K | 0.45% | 53 |
|
|
2013
Q4 | $17.3M | Sell |
418,232
-12,634
| -3% | -$498K | 0.48% | 51 |
|
|
2013
Q3 | $16.3M | Sell |
430,866
-12,028
| -3% | -$475K | 0.5% | 52 |
|
|
2013
Q2 | $17.8M | Buy |
+442,894
| New | +$18.3M | 0.56% | 52 |
|
Other funds holding KO
Loring Wolcott & Coolidge Fiduciary Advisors's KO Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Coca-Cola (KO) stake by 8.4% in Q2 2026, buying an estimated $674K and bringing the position to 109,910 shares worth $8.93M. The position accounts for 0.09% of the portfolio, ranked #75.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.8M in Q2 2013. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 109,910 shares of Coca-Cola worth $8.93M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 8,539 Coca-Cola shares in Q2 2026, an estimated $674K.
- Coca-Cola made up 0.09% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #75 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Coca-Cola position peaked at $17.8M in Q2 2013.
- 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.