Quest Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Buy |
+14,165
| New | +$1.07M | 0.13% | 74 |
|
|
2023
Q4 | – | Sell |
-23,008
| Closed | -$1.29M | – | 90 |
|
|
2023
Q3 | $1.29M | Sell |
23,008
-670
| -3% | -$40.2K | 0.18% | 69 |
|
|
2023
Q2 | $1.43M | Buy |
23,678
+4,808
| +25% | +$299K | 0.19% | 67 |
|
|
2023
Q1 | $1.17M | Sell |
18,870
-30,528
| -62% | -$1.85M | 0.16% | 73 |
|
|
2022
Q4 | $3.14M | Sell |
49,398
-2,839
| -5% | -$171K | 0.38% | 66 |
|
|
2022
Q3 | $2.93M | Buy |
+52,237
| New | +$3.25M | 0.36% | 66 |
|
|
2021
Q1 | – | Sell |
-30,651
| Closed | -$1.68M | – | 104 |
|
|
2020
Q4 | $1.68M | Sell |
30,651
-4,587
| -13% | -$237K | 0.15% | 79 |
|
|
2020
Q3 | $1.74M | Sell |
35,238
-57,190
| -62% | -$2.75M | 0.17% | 80 |
|
|
2020
Q2 | $4.13M | Sell |
92,428
-173,632
| -65% | -$8M | 0.46% | 52 |
|
|
2020
Q1 | $11.8M | Sell |
266,060
-62,578
| -19% | -$3.38M | 1.65% | 29 |
|
|
2019
Q4 | $18.2M | Buy |
328,638
+5,097
| +2% | +$274K | 2.1% | 9 |
|
|
2019
Q3 | $17.6M | Buy |
323,541
+234,883
| +265% | +$12.6M | 2.2% | 7 |
|
|
2019
Q2 | $4.51M | Buy |
88,658
+2,598
| +3% | +$127K | 0.56% | 42 |
|
|
2019
Q1 | $4.03M | Buy |
86,060
+11,261
| +15% | +$527K | 0.53% | 43 |
|
|
2018
Q4 | $3.54M | Buy |
74,799
+38,476
| +106% | +$1.84M | 0.55% | 44 |
|
|
2018
Q3 | $1.68M | Buy |
36,323
+2,695
| +8% | +$123K | 0.23% | 70 |
|
|
2018
Q2 | $1.48M | Sell |
33,628
-33,218
| -50% | -$1.43M | 0.22% | 72 |
|
|
2018
Q1 | $2.9M | Buy |
66,846
+796
| +1% | +$35.8K | 0.44% | 54 |
|
|
2017
Q4 | $3.03M | Sell |
66,050
-22,104
| -25% | -$1.02M | 0.45% | 51 |
|
|
2017
Q3 | $3.97M | Sell |
88,154
-9,311
| -10% | -$424K | 0.51% | 62 |
|
|
2017
Q2 | $4.37M | Buy |
97,465
+3,138
| +3% | +$139K | 0.58% | 61 |
|
|
2017
Q1 | $4M | Sell |
94,327
-27,019
| -22% | -$1.13M | 0.55% | 57 |
|
|
2016
Q4 | $5.03M | Buy |
121,346
+641
| +0.5% | +$26.7K | 0.64% | 51 |
|
|
2016
Q3 | $5.11M | Sell |
120,705
-1,883
| -2% | -$82.5K | 0.67% | 59 |
|
|
2016
Q2 | $5.56M | Buy |
122,588
+3,745
| +3% | +$169K | 0.76% | 56 |
|
|
2016
Q1 | $5.51M | Buy |
+118,843
| New | +$5.17M | 0.76% | 55 |
|
|
2015
Q4 | – | Sell |
-5,200
| Closed | -$209K | – | 113 |
|
|
2015
Q3 | $209K | Sell |
5,200
-616
| -11% | -$24.7K | 0.03% | 106 |
|
|
2015
Q2 | $228K | Buy |
5,816
+8
| +0.1% | +$325 | 0.03% | 111 |
|
|
2015
Q1 | $235K | Sell |
5,808
-110
| -2% | -$4.6K | 0.03% | 119 |
|
|
2014
Q4 | $250K | Buy |
5,918
+16
| +0.3% | +$683 | 0.03% | 116 |
|
|
2014
Q3 | $252K | Buy |
5,902
+7
| +0.1% | +$289 | 0.03% | 193 |
|
|
2014
Q2 | $250K | Buy |
5,895
+8
| +0.1% | +$325 | 0.02% | 193 |
|
|
2014
Q1 | $228K | Sell |
5,887
-238,889
| -98% | -$9.23M | 0.02% | 210 |
|
|
2013
Q4 | $10.1M | Buy |
244,776
+4,990
| +2% | +$197K | 0.87% | 46 |
|
|
2013
Q3 | $9.08M | Sell |
239,786
-238,727
| -50% | -$9.44M | 0.78% | 77 |
|
|
2013
Q2 | $19.2M | Buy |
+478,513
| New | +$19.8M | 1.45% | 24 |
|
Other funds holding KO
VCM
VPM
Quest Investment Management's KO Position: Q1 2026 in Review
Quest Investment Management opened a new position in Coca-Cola (KO) in Q1 2026: 14,165 shares worth $1.08M. The stake represents 0.13% of the portfolio and ranks #74 among its holdings. This is a return to the name: Quest Investment Management previously reported a position in KO as recently as Q3 2023.
Quest Investment Management first reported a position in KO in Q2 2013 and has held it in 36 quarters since. The position peaked at $19.2M in Q2 2013. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Quest Investment Management held 14,165 shares of Coca-Cola worth $1.08M as of Q1 2026.
- Coca-Cola was a new Quest Investment Management position in Q1 2026.
- Coca-Cola made up 0.13% of Quest Investment Management's portfolio in Q1 2026, its #74 holding.
- Quest Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 36 quarters since.
- Quest Investment Management's Coca-Cola position peaked at $19.2M in Q2 2013.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.