Pettee Investors’s Coca-Cola KO Stock Holding History

Pettee Investors’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	$243K	Hold	3,082	–	–	0.13%	107
2025 Q4	$215K	Buy	+3,082	New	+$215K	0.12%	107
2025 Q1	–	Sell	-7,516	Closed	-$468K	–	113
2024 Q4	$468K	Hold	7,516	–	–	0.24%	89
2024 Q3	$540K	Hold	7,516	–	–	0.26%	82
2024 Q2	$478K	Hold	7,516	–	–	0.23%	89
2024 Q1	$460K	Hold	7,516	–	–	0.19%	91
2023 Q4	$443K	Sell	7,516 -1,166	-13%	-$66.2K	0.2%	91
2023 Q3	$486K	Hold	8,682	–	–	0.23%	93
2023 Q2	$523K	Hold	8,682	–	–	0.24%	88
2023 Q1	$539K	Hold	8,682	–	–	0.26%	88
2022 Q4	$552K	Buy	8,682 +1,782	+26%	+$108K	0.27%	84
2022 Q3	$387K	Hold	6,900	–	–	0.21%	94
2022 Q2	$434K	Hold	6,900	–	–	0.22%	95
2022 Q1	$428K	Hold	6,900	–	–	0.19%	98
2021 Q4	$409K	Hold	6,900	–	–	0.17%	101
2021 Q3	$362K	Hold	6,900	–	–	0.17%	102
2021 Q2	$373K	Hold	6,900	–	–	0.18%	101
2021 Q1	$364K	Buy	6,900 +250	+4%	+$12.6K	0.18%	102
2020 Q4	$365K	Hold	6,650	–	–	0.19%	98
2020 Q3	$328K	Hold	6,650	–	–	0.19%	100
2020 Q2	$297K	Hold	6,650	–	–	0.18%	100
2020 Q1	$294K	Hold	6,650	–	–	0.21%	92
2019 Q4	$368K	Hold	6,650	–	–	0.21%	98
2019 Q3	$362K	Hold	6,650	–	–	0.23%	100
2019 Q2	$339K	Hold	6,650	–	–	0.22%	101
2019 Q1	$312K	Hold	6,650	–	–	0.2%	100
2018 Q4	$315K	Sell	6,650 -1,100	-14%	-$52.6K	0.22%	97
2018 Q3	$358K	Hold	7,750	–	–	0.21%	100
2018 Q2	$340K	Hold	7,750	–	–	0.21%	98
2018 Q1	$337K	Hold	7,750	–	–	0.21%	103
2017 Q4	$356K	Hold	7,750	–	–	0.22%	103
2017 Q3	$349K	Hold	7,750	–	–	0.23%	101
2017 Q2	$348K	Hold	7,750	–	–	0.31%	51
2017 Q1	$329K	Hold	7,750	–	–	0.3%	51
2016 Q4	$321K	Hold	7,750	–	–	0.31%	50
2016 Q3	$328K	Hold	7,750	–	–	0.32%	51
2016 Q2	$351K	Hold	7,750	–	–	0.34%	48
2016 Q1	$360K	Hold	7,750	–	–	0.37%	45
2015 Q4	$333K	Hold	7,750	–	–	0.32%	45
2015 Q3	$311K	Hold	7,750	–	–	0.33%	46
2015 Q2	$304K	Hold	7,750	–	–	0.3%	46
2015 Q1	$314K	Hold	7,750	–	–	0.3%	49
2014 Q4	$327K	Hold	7,750	–	–	0.31%	47
2014 Q3	$331K	Sell	7,750 -4,400	-36%	-$182K	0.33%	46
2014 Q2	$515K	Hold	12,150	–	–	0.47%	42
2014 Q1	$470K	Hold	12,150	–	–	0.44%	41
2013 Q4	$502K	Buy	+12,150	New	+$479K	0.47%	40

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pettee Investors's KO Position: Q1 2026 in Review

Pettee Investors held its Coca-Cola (KO) position steady in Q1 2026 at 3,082 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #107.

Pettee Investors first reported a position in KO in Q4 2013 and has held it in 47 quarters since. The position peaked at $552K in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Pettee Investors held 3,082 shares of Coca-Cola worth $243K as of Q1 2026.
Pettee Investors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.13% of Pettee Investors's portfolio in Q1 2026, its #107 holding.
Pettee Investors first reported a position in Coca-Cola in Q4 2013 and has held it in 47 quarters since.
Pettee Investors's Coca-Cola position peaked at $552K in Q4 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Pettee Investors's 13F filing for Q1 2026, filed 4 May 2026.