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 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 $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

Princeton Capital Management's KO Position: Q1 2026 in Review

Princeton Capital Management reduced its Coca-Cola (KO) stake by 0.64% in Q1 2026, selling an estimated $2.12K and leaving 4,333 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #105.

Princeton Capital Management first reported a position in KO in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.52M in Q4 2013. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Princeton Capital Management held 4,333 shares of Coca-Cola worth $330K as of Q1 2026.
Princeton Capital Management sold 28 Coca-Cola shares in Q1 2026, an estimated $2.12K.
Coca-Cola made up 0.09% of Princeton Capital Management's portfolio in Q1 2026, its #105 holding.
Princeton Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 22 quarters since.
Princeton Capital Management's Coca-Cola position peaked at $1.52M in Q4 2013.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.