Provident Investment Management’s Coca-Cola KO Stock Holding History

Provident Investment 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	$1.25M	Sell	16,500 -500	-3%	-$37.8K	0.12%	43
2025 Q4	$1.19M	Hold	17,000	–	–	0.11%	43
2025 Q3	$1.13M	Hold	17,000	–	–	0.1%	40
2025 Q2	$1.2M	Hold	17,000	–	–	0.1%	34
2025 Q1	$1.22M	Sell	17,000 -700	-4%	-$46.7K	0.11%	33
2024 Q4	$1.1M	Hold	17,700	–	–	0.11%	34
2024 Q3	$1.27M	Sell	17,700 -200	-1%	-$13.7K	0.11%	32
2024 Q2	$1.14M	Sell	17,900 -300	-2%	-$18.6K	0.1%	34
2024 Q1	$1.11M	Hold	18,200	–	–	0.1%	32
2023 Q4	$1.07M	Hold	18,200	–	–	0.1%	35
2023 Q3	$1.02M	Hold	18,200	–	–	0.11%	32
2023 Q2	$1.1M	Sell	18,200 -1,800	-9%	-$112K	0.12%	29
2023 Q1	$1.24M	Hold	20,000	–	–	0.13%	30
2022 Q4	$1.27M	Hold	20,000	–	–	0.15%	31
2022 Q3	$1.12M	Hold	20,000	–	–	0.14%	31
2022 Q2	$1.26M	Hold	20,000	–	–	0.15%	31
2022 Q1	$1.24M	Hold	20,000	–	–	0.12%	32
2021 Q4	$1.18M	Hold	20,000	–	–	0.11%	36
2021 Q3	$1.05M	Hold	20,000	–	–	0.1%	36
2021 Q2	$1.08M	Hold	20,000	–	–	0.1%	36
2021 Q1	$1.05M	Sell	20,000 -311	-2%	-$15.7K	0.12%	32
2020 Q4	$1.11M	Hold	20,311	–	–	0.13%	31
2020 Q3	$1M	Hold	20,311	–	–	0.14%	25
2020 Q2	$907K	Hold	20,311	–	–	0.13%	27
2020 Q1	$899K	Buy	20,311 +311	+2%	+$16.8K	0.17%	26
2019 Q4	$1.11M	Hold	20,000	–	–	0.15%	29
2019 Q3	$1.09M	Hold	20,000	–	–	0.16%	30
2019 Q2	$1.02M	Hold	20,000	–	–	0.15%	31
2019 Q1	$937K	Sell	20,000 -2,000	-9%	-$93.5K	0.15%	33
2018 Q4	$1.04M	Hold	22,000	–	–	0.19%	33
2018 Q3	$1.02M	Hold	22,000	–	–	0.14%	37
2018 Q2	$965K	Hold	22,000	–	–	0.14%	41
2018 Q1	$955K	Hold	22,000	–	–	0.15%	36
2017 Q4	$1.01M	Buy	22,000 +2,000	+10%	+$91.9K	0.16%	36
2017 Q3	$900K	Hold	20,000	–	–	0.15%	35
2017 Q2	$897K	Hold	20,000	–	–	0.16%	35
2017 Q1	$849K	Hold	20,000	–	–	0.16%	35
2016 Q4	$829K	Hold	20,000	–	–	0.16%	33
2016 Q3	$846K	Hold	20,000	–	–	0.18%	34
2016 Q2	$907K	Hold	20,000	–	–	0.19%	33
2016 Q1	$928K	Hold	20,000	–	–	0.19%	31
2015 Q4	$859K	Hold	20,000	–	–	0.17%	34
2015 Q3	$802K	Hold	20,000	–	–	0.17%	34
2015 Q2	$785K	Hold	20,000	–	–	0.16%	33
2015 Q1	$811K	Hold	20,000	–	–	0.16%	35
2014 Q4	$844K	Hold	20,000	–	–	0.18%	30
2014 Q3	$853K	Hold	20,000	–	–	0.2%	29
2014 Q2	$847K	Hold	20,000	–	–	0.2%	30
2014 Q1	$773K	Sell	20,000 -281	-1%	-$10.9K	0.19%	33
2013 Q4	$838K	Hold	20,281	–	–	0.21%	32
2013 Q3	$768K	Buy	20,281 +281	+1%	+$11.1K	0.21%	30
2013 Q2	$802K	Buy	+20,000	New	+$828K	0.24%	30

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

Provident Investment Management's KO Position: Q1 2026 in Review

Provident Investment Management reduced its Coca-Cola (KO) stake by 2.9% in Q1 2026, selling an estimated $37.8K and leaving 16,500 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #43.

Provident Investment Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.27M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Provident Investment Management held 16,500 shares of Coca-Cola worth $1.25M as of Q1 2026.
Provident Investment Management sold 500 Coca-Cola shares in Q1 2026, an estimated $37.8K.
Coca-Cola made up 0.12% of Provident Investment Management's portfolio in Q1 2026, its #43 holding.
Provident Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Provident Investment Management's Coca-Cola position peaked at $1.27M in Q4 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Provident Investment Management's 13F filing for Q1 2026, filed 13 May 2026.