Means Investment Company’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 | $1.34M | Buy |
17,676
+246
| +1% | +$18.6K | 0.12% | 76 |
|
|
2025
Q4 | $1.22M | Buy |
17,430
+78
| +0.4% | +$5.44K | 0.1% | 81 |
|
|
2025
Q3 | $1.15M | Sell |
17,352
-18
| -0.1% | -$1.24K | 0.1% | 83 |
|
|
2025
Q2 | $1.23M | Sell |
17,370
-14
| -0.1% | -$997 | 0.12% | 82 |
|
|
2025
Q1 | $1.25M | Sell |
17,384
-1,500
| -8% | -$100K | 0.13% | 77 |
|
|
2024
Q4 | $1.18M | Buy |
18,884
+891
| +5% | +$58.2K | 0.12% | 88 |
|
|
2024
Q3 | $1.29M | Buy |
17,993
+83
| +0.5% | +$5.68K | 0.14% | 82 |
|
|
2024
Q2 | $1.14M | Sell |
17,910
-2,198
| -11% | -$136K | 0.14% | 85 |
|
|
2024
Q1 | $1.23M | Sell |
20,108
-139
| -0.7% | -$8.35K | 0.16% | 80 |
|
|
2023
Q4 | $1.19M | Buy |
20,247
+468
| +2% | +$26.6K | 0.17% | 83 |
|
|
2023
Q3 | $1.11M | Buy |
19,779
+41
| +0.2% | +$2.46K | 0.18% | 87 |
|
|
2023
Q2 | $1.19M | Buy |
19,738
+128
| +0.7% | +$7.96K | 0.19% | 86 |
|
|
2023
Q1 | $1.22M | Sell |
19,610
-94
| -0.5% | -$5.69K | 0.21% | 87 |
|
|
2022
Q4 | $1.25M | Buy |
19,704
+216
| +1% | +$13K | 0.25% | 80 |
|
|
2022
Q3 | $1.09M | Sell |
19,488
-270
| -1% | -$16.8K | 0.24% | 82 |
|
|
2022
Q2 | $1.24M | Buy |
19,758
+90
| +0.5% | +$5.71K | 0.26% | 78 |
|
|
2022
Q1 | $1.22M | Buy |
19,668
+1,572
| +9% | +$95.6K | 0.22% | 79 |
|
|
2021
Q4 | $1.07M | Buy |
18,096
+2
| +0% | +$111 | 0.19% | 82 |
|
|
2021
Q3 | $949K | Buy |
18,094
+46
| +0.3% | +$2.56K | 0.19% | 80 |
|
|
2021
Q2 | $977K | Buy |
18,048
+724
| +4% | +$39.4K | 0.2% | 78 |
|
|
2021
Q1 | $913K | Hold |
17,324
| – | – | 0.21% | 79 |
|
|
2020
Q4 | $871K | Buy |
17,324
+155
| +0.9% | +$8.01K | 0.2% | 75 |
|
|
2020
Q3 | $849K | Buy |
17,169
+6,417
| +60% | +$309K | 0.23% | 70 |
|
|
2020
Q2 | $515K | Buy |
10,752
+413
| +4% | +$19K | 0.16% | 82 |
|
|
2020
Q1 | $472K | Sell |
10,339
-283
| -3% | -$15.3K | 0.18% | 76 |
|
|
2019
Q4 | $605K | Sell |
10,622
-308
| -3% | -$16.6K | 0.2% | 73 |
|
|
2019
Q3 | $581K | Buy |
10,930
+39
| +0.4% | +$2.09K | 0.22% | 78 |
|
|
2019
Q2 | $562K | Buy |
10,891
+85
| +0.8% | +$4.17K | 0.23% | 80 |
|
|
2019
Q1 | $506K | Sell |
10,806
-259
| -2% | -$12.1K | 0.22% | 81 |
|
|
2018
Q4 | $524K | Buy |
+11,065
| New | +$530K | 0.29% | 74 |
|
Other funds holding KO
VCM
VPM
Means Investment Company's KO Position: Q1 2026 in Review
Means Investment Company increased its Coca-Cola (KO) stake by 1.4% in Q1 2026, buying an estimated $18.6K and bringing the position to 17,676 shares worth $1.34M. The position accounts for 0.12% of the portfolio, ranked #76.
Means Investment Company first reported a position in KO in Q4 2018 and has held it in 30 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Means Investment Company held 17,676 shares of Coca-Cola worth $1.34M as of Q1 2026.
- Means Investment Company bought 246 Coca-Cola shares in Q1 2026, an estimated $18.6K.
- Coca-Cola made up 0.12% of Means Investment Company's portfolio in Q1 2026, its #76 holding.
- Means Investment Company first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.