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Marathon Capital Management’s Coca-Cola KO Stock Holding History

Marathon Capital Management’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 		$1.31M Sell
17,177
-150
-0.9% -$11.3K 0.29% 64
2025
Q4 		$1.21M Sell
17,327
-93
-0.5% -$6.48K 0.26% 64
2025
Q3 		$1.16M Buy
17,420
+200
+1% +$13.8K 0.26% 66
2025
Q2 		$1.22M Sell
17,220
-400
-2% -$28.5K 0.31% 60
2025
Q1 		$1.26M Sell
17,620
-50
-0.3% -$3.34K 0.34% 59
2024
Q4 		$1.1M Buy
17,670
+200
+1% +$13.1K 0.27% 62
2024
Q3 		$1.26M Sell
17,470
-50
-0.3% -$3.42K 0.3% 60
2024
Q2 		$1.12M Sell
17,520
-750
-4% -$46.4K 0.28% 64
2024
Q1 		$1.12M Hold
18,270
– – 0.27% 66
2023
Q4 		$1.08M Buy
18,270
+2,042
+13% +$116K 0.27% 71
2023
Q3 		$908K Sell
16,228
-25
-0.2% -$1.5K 0.23% 75
2023
Q2 		$979K Sell
16,253
-50
-0.3% -$3.11K 0.24% 70
2023
Q1 		$1.01M Sell
16,303
-163
-1% -$9.87K 0.25% 71
2022
Q4 		$1.05M Buy
16,466
+658
+4% +$39.7K 0.29% 63
2022
Q3 		$886K Hold
15,808
– – 0.25% 71
2022
Q2 		$994K Sell
15,808
-37
-0.2% -$2.35K 0.32% 61
2022
Q1 		$982K Buy
15,845
+35
+0.2% +$2.13K 0.28% 59
2021
Q4 		$936K Sell
15,810
-49
-0.3% -$2.73K 0.22% 67
2021
Q3 		$833K Buy
15,859
+901
+6% +$50.2K 0.19% 74
2021
Q2 		$809K Sell
14,958
-999
-6% -$54.4K 0.19% 68
2021
Q1 		$841K Buy
15,957
+300
+2% +$15.1K 0.22% 65
2020
Q4 		$858K Sell
15,657
-337
-2% -$17.4K 0.25% 62
2020
Q3 		$789K Sell
15,994
-391
-2% -$18.8K 0.29% 55
2020
Q2 		$732K Sell
16,385
-12
-0.1% -$553 0.28% 54
2020
Q1 		$725K Sell
16,397
-50
-0.3% -$2.7K 0.33% 47
2019
Q4 		$910K Buy
16,447
+5,688
+53% +$306K 0.31% 53
2019
Q3 		$586K Sell
10,759
-92
-0.8% -$4.93K 0.24% 55
2019
Q2 		$552K Buy
10,851
+712
+7% +$34.9K 0.23% 59
2019
Q1 		$475K Hold
10,139
– – 0.21% 59
2018
Q4 		$480K Sell
10,139
-381
-4% -$18.2K 0.24% 55
2018
Q3 		$485K Sell
10,520
-89
-0.8% -$4.07K 0.19% 62
2018
Q2 		$465K Sell
10,609
-165
-2% -$7.13K 0.18% 60
2018
Q1 		$467K Sell
10,774
-461
-4% -$20.7K 0.18% 58
2017
Q4 		$515K Buy
11,235
+19
+0.2% +$873 0.2% 52
2017
Q3 		$505K Buy
11,216
+9
+0.1% +$409 0.21% 46
2017
Q2 		$503K Sell
11,207
-18
-0.2% -$795 0.24% 46
2017
Q1 		$476K Sell
11,225
-25
-0.2% -$1.04K 0.24% 46
2016
Q4 		$466K Buy
11,250
+19
+0.2% +$791 0.22% 46
2016
Q3 		$475K Sell
11,231
-41
-0.4% -$1.8K 0.24% 48
2016
Q2 		$511K Sell
11,272
-117
-1% -$5.29K 0.26% 43
2016
Q1 		$528K Buy
11,389
+100
+0.9% +$4.35K 0.27% 44
2015
Q4 		$484K Sell
11,289
-283
-2% -$12K 0.26% 45
2015
Q3 		$464K Hold
11,572
– – 0.24% 48
2015
Q2 		$454K Sell
11,572
-141
-1% -$5.74K 0.21% 48
2015
Q1 		$475K Buy
11,713
+1,811
+18% +$75.7K 0.21% 47
2014
Q4 		$418K Sell
9,902
-334
-3% -$14.3K 0.39% 48
2014
Q3 		$437K Sell
10,236
-293
-3% -$12.1K 0.39% 45
2014
Q2 		$446K Sell
10,529
-602
-5% -$24.4K 0.36% 45
2014
Q1 		$430K Sell
11,131
-100
-0.9% -$3.86K 0.32% 42
2013
Q4 		$464K Sell
11,231
-1,006
-8% -$39.7K 0.33% 43
2013
Q3 		$464K Sell
12,237
-233
-2% -$9.21K 0.4% 42
2013
Q2 		$500K Buy
+12,470
New +$516K 0.43% 42

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

Marathon Capital Management's KO Position: Q1 2026 in Review

Marathon Capital Management reduced its Coca-Cola (KO) stake by 0.87% in Q1 2026, selling an estimated $11.3K and leaving 17,177 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #64.

Marathon Capital Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Marathon Capital Management held 17,177 shares of Coca-Cola worth $1.31M as of Q1 2026.
  • Marathon Capital Management sold 150 Coca-Cola shares in Q1 2026, an estimated $11.3K.
  • Coca-Cola made up 0.29% of Marathon Capital Management's portfolio in Q1 2026, its #64 holding.
  • Marathon Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.