Morse Asset 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 | $899K | Sell |
11,820
-2,650
| -18% | -$200K | 0.19% | 95 |
|
|
2025
Q4 | $1.01M | Buy |
14,470
+480
| +3% | +$33.5K | 0.2% | 92 |
|
|
2025
Q3 | $928K | Hold |
13,990
| – | – | 0.19% | 97 |
|
|
2025
Q2 | $990K | Buy |
13,990
+400
| +3% | +$28.5K | 0.22% | 91 |
|
|
2025
Q1 | $973K | Buy |
13,590
+90
| +0.7% | +$6.01K | 0.25% | 79 |
|
|
2024
Q4 | $841K | Sell |
13,500
-4,000
| -23% | -$261K | 0.19% | 92 |
|
|
2024
Q3 | $1.26M | Buy |
17,500
+3,500
| +25% | +$240K | 0.27% | 79 |
|
|
2024
Q2 | $891K | Hold |
14,000
| – | – | 0.22% | 93 |
|
|
2024
Q1 | $857K | Hold |
14,000
| – | – | 0.22% | 90 |
|
|
2023
Q4 | $825K | Hold |
14,000
| – | – | 0.24% | 87 |
|
|
2023
Q3 | $784K | Hold |
14,000
| – | – | 0.25% | 86 |
|
|
2023
Q2 | $843K | Hold |
14,000
| – | – | 0.26% | 86 |
|
|
2023
Q1 | $868K | Hold |
14,000
| – | – | 0.29% | 80 |
|
|
2022
Q4 | $891K | Sell |
14,000
-1,000
| -7% | -$60.4K | 0.32% | 80 |
|
|
2022
Q3 | $840K | Hold |
15,000
| – | – | 0.32% | 78 |
|
|
2022
Q2 | $944K | Hold |
15,000
| – | – | 0.3% | 84 |
|
|
2022
Q1 | $930K | Hold |
15,000
| – | – | 0.23% | 96 |
|
|
2021
Q4 | $888K | Hold |
15,000
| – | – | 0.2% | 95 |
|
|
2021
Q3 | $787K | Hold |
15,000
| – | – | 0.19% | 106 |
|
|
2021
Q2 | $812K | Hold |
15,000
| – | – | 0.2% | 96 |
|
|
2021
Q1 | $791K | Sell |
15,000
-385
| -3% | -$19.4K | 0.2% | 91 |
|
|
2020
Q4 | $844K | Hold |
15,385
| – | – | 0.23% | 82 |
|
|
2020
Q3 | $760K | Hold |
15,385
| – | – | 0.24% | 73 |
|
|
2020
Q2 | $687K | Buy |
15,385
+20
| +0.1% | +$921 | 0.24% | 83 |
|
|
2020
Q1 | $680K | Hold |
15,365
| – | – | 0.32% | 66 |
|
|
2019
Q4 | $850K | Hold |
15,365
| – | – | 0.29% | 77 |
|
|
2019
Q3 | $836K | Hold |
15,365
| – | – | 0.31% | 73 |
|
|
2019
Q2 | $782K | Hold |
15,365
| – | – | 0.23% | 85 |
|
|
2019
Q1 | $720K | Hold |
15,365
| – | – | 0.22% | 85 |
|
|
2018
Q4 | $728K | Hold |
15,365
| – | – | 0.26% | 75 |
|
|
2018
Q3 | $710K | Hold |
15,365
| – | – | 0.19% | 93 |
|
|
2018
Q2 | $674K | Sell |
15,365
-2,635
| -15% | -$114K | 0.18% | 98 |
|
|
2018
Q1 | $782K | Sell |
18,000
-4,000
| -18% | -$180K | 0.22% | 91 |
|
|
2017
Q4 | $1.01M | Buy |
22,000
+500
| +2% | +$23K | 0.28% | 80 |
|
|
2017
Q3 | $968K | Sell |
21,500
-560
| -3% | -$25.5K | 0.29% | 76 |
|
|
2017
Q2 | $989K | Hold |
22,060
| – | – | 0.32% | 77 |
|
|
2017
Q1 | $936K | Buy |
+22,060
| New | +$920K | 0.32% | 79 |
|
Other funds holding KO
VCM
VPM
Morse Asset Management's KO Position: Q1 2026 in Review
Morse Asset Management reduced its Coca-Cola (KO) stake by 18% in Q1 2026, selling an estimated $200K and leaving 11,820 shares worth $899K. The position accounts for 0.19% of the portfolio, ranked #95.
Morse Asset Management first reported a position in KO in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.26M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Morse Asset Management held 11,820 shares of Coca-Cola worth $899K as of Q1 2026.
- Morse Asset Management sold 2,650 Coca-Cola shares in Q1 2026, an estimated $200K.
- Coca-Cola made up 0.19% of Morse Asset Management's portfolio in Q1 2026, its #95 holding.
- Morse Asset Management first reported a position in Coca-Cola in Q1 2017 and has held it in 37 quarters since.
- Morse Asset Management's Coca-Cola position peaked at $1.26M in Q3 2024.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.