Princeton Capital Management’s Coca-Cola KO Stock Holding History

Princeton Capital Management’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	$345K	Sell	4,247 -86	-2%	-$6.79K	0.08%	109
2026 Q1	$330K	Sell	4,333 -28	-0.6%	-$2.12K	0.09%	105
2025 Q4	$305K	Buy	4,361 +14	+0.3%	+$976	0.08%	106
2025 Q3	$288K	Buy	4,347 +425	+11%	+$29.3K	0.08%	106
2025 Q2	$277K	Buy	3,922 +75	+2%	+$5.34K	0.08%	102
2025 Q1	$276K	Hold	3,847	–	–	0.1%	87
2024 Q4	$240K	Buy	3,847 +100	+3%	+$6.53K	0.07%	101
2024 Q3	$269K	Hold	3,747	–	–	0.08%	85
2024 Q2	$238K	Hold	3,747	–	–	0.08%	87
2024 Q1	$229K	Buy	+3,747	New	+$225K	0.08%	89
2023 Q1	–	Sell	-3,198	Closed	-$203K	–	98
2022 Q4	$203K	Buy	+3,198	New	+$193K	0.09%	88
2019 Q4	–	Sell	-1,749	Closed	-$95K	–	158
2019 Q3	$95K	Hold	1,749	–	–	0.05%	115
2019 Q2	$89K	Hold	1,749	–	–	0.04%	120
2019 Q1	$82K	Buy	1,749 +315	+22%	+$14.7K	0.04%	123
2018 Q4	$68K	Hold	1,434	–	–	0.04%	133
2018 Q3	$66K	Sell	1,434 -880	-38%	-$40.2K	0.03%	156
2018 Q2	$101K	Hold	2,314	–	–	0.04%	132
2018 Q1	$100K	Buy	+2,314	New	+$104K	0.04%	127
2014 Q3	–	Sell	-34,496	Closed	-$1.46M	–	88
2014 Q2	$1.46M	Buy	34,496 +236	+0.7%	+$9.58K	1.23%	55
2014 Q1	$1.32M	Sell	34,260 -2,500	-7%	-$96.6K	1.12%	56
2013 Q4	$1.52M	Buy	36,760 +941	+3%	+$37.1K	1.26%	50
2013 Q3	$1.36M	Buy	35,819 +2,101	+6%	+$83K	1.24%	49
2013 Q2	$1.35M	Buy	+33,718	New	+$1.4M	1.28%	48

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Princeton Capital Management's KO Position: Q2 2026 in Review

Princeton Capital Management reduced its Coca-Cola (KO) stake by 2% in Q2 2026, selling an estimated $6.79K and leaving 4,247 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #109.

Princeton Capital Management first reported a position in KO in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.52M in Q4 2013. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Princeton Capital Management held 4,247 shares of Coca-Cola worth $345K as of Q2 2026.
Princeton Capital Management sold 86 Coca-Cola shares in Q2 2026, an estimated $6.79K.
Coca-Cola made up 0.08% of Princeton Capital Management's portfolio in Q2 2026, its #109 holding.
Princeton Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 23 quarters since.
Princeton Capital Management's Coca-Cola position peaked at $1.52M in Q4 2013.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.