Marco Investment Management’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
Q1 | $18.3M | Sell |
240,152
-5,275
| -2% | -$399K | 1.38% | 23 |
|
|
2025
Q4 | $17.2M | Sell |
245,427
-19,496
| -7% | -$1.36M | 1.29% | 24 |
|
|
2025
Q3 | $17.6M | Buy |
264,923
+3,990
| +2% | +$275K | 1.35% | 23 |
|
|
2025
Q2 | $18.5M | Sell |
260,933
-5,314
| -2% | -$379K | 1.54% | 20 |
|
|
2025
Q1 | $19.1M | Buy |
266,247
+77
| +0% | +$5.14K | 1.77% | 18 |
|
|
2024
Q4 | $16.6M | Sell |
266,170
-8,606
| -3% | -$562K | 1.43% | 21 |
|
|
2024
Q3 | $19.7M | Sell |
274,776
-15,196
| -5% | -$1.04M | 1.71% | 20 |
|
|
2024
Q2 | $18.5M | Sell |
289,972
-385
| -0.1% | -$23.8K | 1.7% | 19 |
|
|
2024
Q1 | $17.8M | Buy |
290,357
+2,290
| +0.8% | +$138K | 1.67% | 18 |
|
|
2023
Q4 | $17M | Buy |
288,067
+650
| +0.2% | +$36.9K | 1.74% | 16 |
|
|
2023
Q3 | $16.1M | Sell |
287,417
-917
| -0.3% | -$55K | 1.85% | 17 |
|
|
2023
Q2 | $17.4M | Sell |
288,334
-2,510
| -0.9% | -$156K | 1.88% | 15 |
|
|
2023
Q1 | $18M | Buy |
290,844
+2,400
| +0.8% | +$145K | 2.03% | 12 |
|
|
2022
Q4 | $18.3M | Buy |
288,444
+95
| +0% | +$5.74K | 2.14% | 14 |
|
|
2022
Q3 | $16.2M | Buy |
288,349
+573
| +0.2% | +$35.6K | 2.05% | 14 |
|
|
2022
Q2 | $18.1M | Buy |
287,776
+1,617
| +0.6% | +$103K | 2.11% | 14 |
|
|
2022
Q1 | $17.7M | Sell |
286,159
-64,706
| -18% | -$3.93M | 1.8% | 14 |
|
|
2021
Q4 | $20.8M | Buy |
350,865
+2,218
| +0.6% | +$124K | 2.04% | 11 |
|
|
2021
Q3 | $18.3M | Sell |
348,647
-1,022
| -0.3% | -$57K | 2.02% | 12 |
|
|
2021
Q2 | $18.9M | Buy |
349,669
+3,865
| +1% | +$210K | 2.2% | 10 |
|
|
2021
Q1 | $18.2M | Buy |
345,804
+500
| +0.1% | +$25.2K | 2.38% | 9 |
|
|
2020
Q4 | $18.9M | Buy |
345,304
+535
| +0.2% | +$27.7K | 2.72% | 5 |
|
|
2020
Q3 | $17M | Buy |
344,769
+4,066
| +1% | +$196K | 2.79% | 6 |
|
|
2020
Q2 | $15.2M | Sell |
340,703
-17,002
| -5% | -$783K | 2.79% | 7 |
|
|
2020
Q1 | $15.8M | Buy |
357,705
+2,850
| +0.8% | +$154K | 3.36% | 5 |
|
|
2019
Q4 | $19.6M | Sell |
354,855
-42
| -0% | -$2.26K | 3.05% | 6 |
|
|
2019
Q3 | $19.3M | Sell |
354,897
-9,713
| -3% | -$520K | 3.3% | 4 |
|
|
2019
Q2 | $18.6M | Buy |
364,610
+14
| +0% | +$686 | 3.31% | 4 |
|
|
2019
Q1 | $17.1M | Hold |
364,596
| – | – | 3.17% | 5 |
|
|
2018
Q4 | $17.3M | Sell |
364,596
-8,548
| -2% | -$409K | 3.42% | 3 |
|
|
2018
Q3 | $17.2M | Buy |
373,144
+88
| +0% | +$4.02K | 2.45% | 9 |
|
|
2018
Q2 | $16.4M | Sell |
373,056
-5,053
| -1% | -$218K | 2.54% | 7 |
|
|
2018
Q1 | $16.4M | Sell |
378,109
-233
| -0.1% | -$10.5K | 2.55% | 7 |
|
|
2017
Q4 | $17.4M | Sell |
378,342
-1,515
| -0.4% | -$69.6K | 2.65% | 5 |
|
|
2017
Q3 | $17.1M | Buy |
379,857
+80
| +0% | +$3.64K | 2.67% | 4 |
|
|
2017
Q2 | $17M | Sell |
379,777
-5,170
| -1% | -$228K | 2.82% | 4 |
|
|
2017
Q1 | $16.3M | Sell |
384,947
-600
| -0.2% | -$25K | 2.77% | 4 |
|
|
2016
Q4 | $16M | Sell |
385,547
-442
| -0.1% | -$18.4K | 2.79% | 3 |
|
|
2016
Q3 | $16.3M | Sell |
385,989
-4,748
| -1% | -$208K | 2.93% | 2 |
|
|
2016
Q2 | $17.7M | Buy |
390,737
+10,326
| +3% | +$467K | 3.29% | 1 |
|
|
2016
Q1 | $17.6K | Sell |
380,411
-1,492
| -0.4% | -$64.9K | 2.55% | 2 |
|
|
2015
Q4 | $16.4M | Sell |
381,903
-947
| -0.2% | -$40.2K | 3.05% | 3 |
|
|
2015
Q3 | $15.4M | Sell |
382,850
-7,306
| -2% | -$293K | 3.04% | 3 |
|
|
2015
Q2 | $15.3M | Sell |
390,156
-4,373
| -1% | -$178K | 2.56% | 3 |
|
|
2015
Q1 | $16M | Sell |
394,529
-3,260
| -0.8% | -$136K | 2.78% | 3 |
|
|
2014
Q4 | $16.8M | Sell |
397,789
-5,530
| -1% | -$236K | 2.11% | 3 |
|
|
2014
Q3 | $17.2M | Sell |
403,319
-555
| -0.1% | -$22.9K | 2.38% | 2 |
|
|
2014
Q2 | $17.1M | Buy |
403,874
+15,310
| +4% | +$621K | 3.27% | 1 |
|
|
2014
Q1 | $15M | Buy |
388,564
+1,348
| +0.3% | +$52.1K | 3.13% | 1 |
|
|
2013
Q4 | $16K | Buy |
387,216
+2,808
| +0.7% | +$111K | 0.84% | 3 |
|
|
2013
Q3 | $14.6M | Sell |
384,408
-3,691
| -1% | -$146K | 3.35% | 1 |
|
|
2013
Q2 | $15.6M | Buy |
+388,099
| New | +$16.1M | 4.51% | 1 |
|
Other funds holding KO
VCM
VPM
Marco Investment Management's KO Position: Q1 2026 in Review
Marco Investment Management reduced its Coca-Cola (KO) stake by 2.1% in Q1 2026, selling an estimated $399K and leaving 240,152 shares worth $18.3M. The position accounts for 1.38% of the portfolio, ranked #23.
Marco Investment Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.8M in Q4 2021. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Marco Investment Management held 240,152 shares of Coca-Cola worth $18.3M as of Q1 2026.
- Marco Investment Management sold 5,275 Coca-Cola shares in Q1 2026, an estimated $399K.
- Coca-Cola made up 1.38% of Marco Investment Management's portfolio in Q1 2026, its #23 holding.
- Marco Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Marco Investment Management's Coca-Cola position peaked at $20.8M in Q4 2021.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.