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Minot DeBlois Advisors’s Coca-Cola KO Stock Holding History

Minot DeBlois Advisors’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 		$110K Sell
1,450
-25
-2% -$1.89K 0.1% 83
2025
Q4 		$103K Sell
1,475
-150
-9% -$10.5K 0.09% 82
2025
Q3 		$108K Sell
1,625
-100
-6% -$6.88K 0.1% 87
2025
Q2 		$122K Sell
1,725
-75
-4% -$5.34K 0.12% 81
2025
Q1 		$129K Hold
1,800
– – 0.13% 80
2024
Q4 		$112K Buy
+1,800
New +$117K 0.1% 88

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

Minot DeBlois Advisors's KO Position: Q1 2026 in Review

Minot DeBlois Advisors reduced its Coca-Cola (KO) stake by 1.7% in Q1 2026, selling an estimated $1.89K and leaving 1,450 shares worth $110K. The position accounts for 0.1% of the portfolio, ranked #83.

Minot DeBlois Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $129K in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Minot DeBlois Advisors held 1,450 shares of Coca-Cola worth $110K as of Q1 2026.
  • Minot DeBlois Advisors sold 25 Coca-Cola shares in Q1 2026, an estimated $1.89K.
  • Coca-Cola made up 0.1% of Minot DeBlois Advisors's portfolio in Q1 2026, its #83 holding.
  • Minot DeBlois Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Minot DeBlois Advisors's Coca-Cola position peaked at $129K in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.