Marietta Investment Partners’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 | $649K | Hold |
8,532
| – | – | 0.13% | 108 |
|
|
2025
Q4 | $596K | Sell |
8,532
-3,488
| -29% | -$243K | 0.12% | 109 |
|
|
2025
Q3 | $797K | Sell |
12,020
-462
| -4% | -$31.8K | 0.15% | 102 |
|
|
2025
Q2 | $883K | Hold |
12,482
| – | – | 0.19% | 96 |
|
|
2025
Q1 | $894K | Hold |
12,482
| – | – | 0.22% | 87 |
|
|
2024
Q4 | $777K | Hold |
12,482
| – | – | 0.17% | 99 |
|
|
2024
Q3 | $897K | Hold |
12,482
| – | – | 0.19% | 92 |
|
|
2024
Q2 | $794K | Hold |
12,482
| – | – | 0.17% | 94 |
|
|
2024
Q1 | $764K | Hold |
12,482
| – | – | 0.17% | 102 |
|
|
2023
Q4 | $736K | Sell |
12,482
-400
| -3% | -$22.7K | 0.18% | 98 |
|
|
2023
Q3 | $721K | Sell |
12,882
-270
| -2% | -$16.2K | 0.2% | 86 |
|
|
2023
Q2 | $792K | Hold |
13,152
| – | – | 0.21% | 86 |
|
|
2023
Q1 | $816K | Buy |
13,152
+1,600
| +14% | +$96.9K | 0.23% | 85 |
|
|
2022
Q4 | $735K | Hold |
11,552
| – | – | 0.21% | 93 |
|
|
2022
Q3 | $685K | Buy |
11,552
+820
| +8% | +$51K | 0.2% | 95 |
|
|
2022
Q2 | $675K | Sell |
10,732
-2,290
| -18% | -$145K | 0.2% | 97 |
|
|
2022
Q1 | $807K | Hold |
13,022
| – | – | 0.18% | 99 |
|
|
2021
Q4 | $771K | Hold |
13,022
| – | – | 0.16% | 103 |
|
|
2021
Q3 | $683K | Sell |
13,022
-1,000
| -7% | -$55.7K | 0.16% | 108 |
|
|
2021
Q2 | $759K | Hold |
14,022
| – | – | 0.17% | 98 |
|
|
2021
Q1 | $739K | Hold |
14,022
| – | – | 0.18% | 93 |
|
|
2020
Q4 | $769K | Sell |
14,022
-1,235
| -8% | -$63.9K | 0.2% | 88 |
|
|
2020
Q3 | $753K | Buy |
15,257
+4,235
| +38% | +$204K | 0.23% | 80 |
|
|
2020
Q2 | $492K | Buy |
11,022
+1,100
| +11% | +$50.7K | 0.16% | 89 |
|
|
2020
Q1 | $439K | Sell |
9,922
-300
| -3% | -$16.2K | 0.19% | 81 |
|
|
2019
Q4 | $566K | Hold |
10,222
| – | – | 0.19% | 89 |
|
|
2019
Q3 | $556K | Hold |
10,222
| – | – | 0.19% | 87 |
|
|
2019
Q2 | $521K | Hold |
10,222
| – | – | 0.17% | 92 |
|
|
2019
Q1 | $479K | Hold |
10,222
| – | – | 0.15% | 96 |
|
|
2018
Q4 | $484K | Buy |
10,222
+4,090
| +67% | +$196K | 0.19% | 83 |
|
|
2018
Q3 | $283K | Hold |
6,132
| – | – | 0.08% | 124 |
|
|
2018
Q2 | $269K | Sell |
6,132
-400
| -6% | -$17.3K | 0.08% | 123 |
|
|
2018
Q1 | $284K | Hold |
6,532
| – | – | 0.09% | 119 |
|
|
2017
Q4 | $300K | Hold |
6,532
| – | – | 0.09% | 123 |
|
|
2017
Q3 | $294K | Hold |
6,532
| – | – | 0.09% | 112 |
|
|
2017
Q2 | $293K | Hold |
6,532
| – | – | 0.09% | 116 |
|
|
2017
Q1 | $277K | Sell |
6,532
-650
| -9% | -$27.1K | 0.09% | 118 |
|
|
2016
Q4 | $298K | Hold |
7,182
| – | – | 0.1% | 109 |
|
|
2016
Q3 | $304K | Hold |
7,182
| – | – | 0.1% | 121 |
|
|
2016
Q2 | $326K | Hold |
7,182
| – | – | 0.12% | 119 |
|
|
2016
Q1 | $333K | Hold |
7,182
| – | – | 0.14% | 103 |
|
|
2015
Q4 | $309K | Hold |
7,182
| – | – | 0.12% | 105 |
|
|
2015
Q3 | $304K | Hold |
7,182
| – | – | 0.12% | 102 |
|
|
2015
Q2 | $282K | Sell |
7,182
-250
| -3% | -$10.2K | 0.11% | 104 |
|
|
2015
Q1 | $301K | Sell |
7,432
-750
| -9% | -$31.4K | 0.12% | 100 |
|
|
2014
Q4 | $345K | Hold |
8,182
| – | – | 0.14% | 97 |
|
|
2014
Q3 | $349K | Hold |
8,182
| – | – | 0.16% | 80 |
|
|
2014
Q2 | $347K | Hold |
8,182
| – | – | 0.14% | 86 |
|
|
2014
Q1 | $316K | Hold |
8,182
| – | – | 0.12% | 104 |
|
|
2013
Q4 | $338K | Hold |
8,182
| – | – | 0.12% | 108 |
|
|
2013
Q3 | $310K | Sell |
8,182
-1,620
| -17% | -$64K | 0.12% | 110 |
|
|
2013
Q2 | $393K | Buy |
+9,802
| New | +$406K | 0.17% | 93 |
|
Other funds holding KO
VCM
VPM
Marietta Investment Partners's KO Position: Q1 2026 in Review
Marietta Investment Partners held its Coca-Cola (KO) position steady in Q1 2026 at 8,532 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #108.
Marietta Investment Partners first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $897K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Marietta Investment Partners held 8,532 shares of Coca-Cola worth $649K as of Q1 2026.
- Marietta Investment Partners left its Coca-Cola share count unchanged in Q1 2026.
- Coca-Cola made up 0.13% of Marietta Investment Partners's portfolio in Q1 2026, its #108 holding.
- Marietta Investment Partners first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Marietta Investment Partners's Coca-Cola position peaked at $897K in Q3 2024.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.