OBGC
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O'Brien Greene & Co’s Coca-Cola KO Stock Holding History

O'Brien Greene & Co’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 		$1.74M Hold
22,911
– – 0.49% 38
2025
Q4 		$1.6M Hold
22,911
– – 0.48% 42
2025
Q3 		$1.52M Sell
22,911
-297
-1% -$20.4K 0.47% 41
2025
Q2 		$1.64M Sell
23,208
-1,250
-5% -$89K 0.54% 42
2025
Q1 		$1.75M Hold
24,458
– – 0.59% 39
2024
Q4 		$1.52M Buy
24,458
+103
+0.4% +$6.72K 0.49% 44
2024
Q3 		$1.75M Sell
24,355
-558
-2% -$38.2K 0.55% 39
2024
Q2 		$1.59M Buy
24,913
+2,505
+11% +$155K 0.5% 40
2024
Q1 		$1.37M Hold
22,408
– – 0.45% 47
2023
Q4 		$1.32M Sell
22,408
-100
-0.4% -$5.68K 0.46% 44
2023
Q3 		$1.26M Hold
22,508
– – 0.46% 43
2023
Q2 		$1.36M Sell
22,508
-100
-0.4% -$6.22K 0.47% 44
2023
Q1 		$1.4M Hold
22,608
– – 0.53% 40
2022
Q4 		$1.44M Sell
22,608
-48,270
-68% -$2.91M 0.55% 43
2022
Q3 		$3.97M Buy
70,878
+47,452
+203% +$2.95M 0.53% 42
2022
Q2 		$1.47M Sell
23,426
-50
-0.2% -$3.17K 0.56% 43
2022
Q1 		$1.46M Hold
23,476
– – 0.48% 43
2021
Q4 		$1.39M Sell
23,476
-3,782
-14% -$211K 0.46% 46
2021
Q3 		$1.43M Hold
27,258
– – 0.52% 44
2021
Q2 		$1.48M Buy
27,258
+110
+0.4% +$5.99K 0.53% 44
2021
Q1 		$1.43M Hold
27,148
– – 0.57% 43
2020
Q4 		$1.49M Sell
27,148
-150
-0.5% -$7.76K 0.61% 42
2020
Q3 		$1.35M Sell
27,298
-300
-1% -$14.4K 0.64% 39
2020
Q2 		$1.23M Hold
27,598
– – 0.65% 41
2020
Q1 		$1.22M Sell
27,598
-400
-1% -$21.6K 0.81% 35
2019
Q4 		$1.55M Sell
27,998
-3,312
-11% -$178K 0.79% 37
2019
Q3 		$1.7M Sell
31,310
-550
-2% -$29.5K 0.91% 35
2019
Q2 		$1.62M Sell
31,860
-967
-3% -$47.4K 0.85% 37
2019
Q1 		$1.54M Sell
32,827
-200
-0.6% -$9.35K 0.78% 39
2018
Q4 		$1.56M Buy
+33,027
New +$1.58M 0.93% 38

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

O'Brien Greene & Co's KO Position: Q1 2026 in Review

O'Brien Greene & Co held its Coca-Cola (KO) position steady in Q1 2026 at 22,911 shares worth $1.74M. The position accounts for 0.49% of the portfolio, ranked #38.

O'Brien Greene & Co first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.97M in Q3 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • O'Brien Greene & Co held 22,911 shares of Coca-Cola worth $1.74M as of Q1 2026.
  • O'Brien Greene & Co left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.49% of O'Brien Greene & Co's portfolio in Q1 2026, its #38 holding.
  • O'Brien Greene & Co first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • O'Brien Greene & Co's Coca-Cola position peaked at $3.97M in Q3 2022.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.