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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
Q2 		$116K Sell
1,425
-25
-2% -$1.97K 0.1% 84
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Minot DeBlois Advisors's KO Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its Coca-Cola (KO) stake by 1.7% in Q2 2026, selling an estimated $1.97K and leaving 1,425 shares worth $116K. The position accounts for 0.1% of the portfolio, ranked #84.

Minot DeBlois Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $129K in Q1 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Minot DeBlois Advisors held 1,425 shares of Coca-Cola worth $116K as of Q2 2026.
  • Minot DeBlois Advisors sold 25 Coca-Cola shares in Q2 2026, an estimated $1.97K.
  • Coca-Cola made up 0.1% of Minot DeBlois Advisors's portfolio in Q2 2026, its #84 holding.
  • Minot DeBlois Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's Coca-Cola position peaked at $129K in Q1 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.