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Rothschild Investment LLC’s Coca-Cola KO Stock Holding History

Rothschild Investment LLC’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 		$1.72M Buy
22,627
+1,938
+9% +$147K 0.09% 182
2025
Q4 		$1.45M Buy
20,689
+295
+1% +$20.6K 0.08% 194
2025
Q3 		$1.35M Buy
20,394
+1,184
+6% +$81.5K 0.08% 194
2025
Q2 		$1.36M Sell
19,210
-747
-4% -$53.2K 0.09% 185
2025
Q1 		$1.43M Sell
19,957
-24
-0.1% -$1.6K 0.1% 188
2024
Q4 		$1.24M Sell
19,981
-1,219
-6% -$79.6K 0.08% 205
2024
Q3 		$1.52M Sell
21,200
-506
-2% -$34.6K 0.1% 174
2024
Q2 		$1.38M Buy
21,706
+2,342
+12% +$145K 0.1% 176
2024
Q1 		$1.18M Buy
19,364
+1,010
+6% +$60.7K 0.09% 206
2023
Q4 		$1.08M Sell
18,354
-2,609
-12% -$148K 0.09% 180
2023
Q3 		$1.17M Buy
20,963
+2,315
+12% +$139K 0.1% 186
2023
Q2 		$1.12M Buy
18,648
+2,282
+14% +$142K 0.09% 199
2023
Q1 		$1.01M Sell
16,366
-113
-0.7% -$6.84K 0.09% 207
2022
Q4 		$1.05M Buy
16,479
+8
+0% +$483 0.1% 195
2022
Q3 		$923K Sell
16,471
-14,518
-47% -$902K 0.09% 213
2022
Q2 		$1.95M Sell
30,989
-1,629
-5% -$103K 0.18% 124
2022
Q1 		$2.02M Sell
32,618
-150
-0.5% -$9.12K 0.16% 135
2021
Q4 		$1.94M Sell
32,768
-140
-0.4% -$7.8K 0.15% 139
2021
Q3 		$1.73M Sell
32,908
-13,215
-29% -$737K 0.14% 148
2021
Q2 		$2.5M Sell
46,123
-563
-1% -$30.6K 0.2% 116
2021
Q1 		$2.46M Sell
46,686
-280
-0.6% -$14.1K 0.21% 110
2020
Q4 		$2.58M Sell
46,966
-387
-0.8% -$20K 0.25% 102
2020
Q3 		$2.34M Buy
47,353
+652
+1% +$31.4K 0.25% 93
2020
Q2 		$2.09M Sell
46,701
-9,492
-17% -$437K 0.25% 101
2020
Q1 		$2.49M Buy
56,193
+2,463
+5% +$133K 0.32% 80
2019
Q4 		$2.97M Buy
53,730
+22,108
+70% +$1.19M 0.3% 91
2019
Q3 		$1.72M Sell
31,622
-1,200
-4% -$64.3K 0.2% 120
2019
Q2 		$1.67M Sell
32,822
-2,612
-7% -$128K 0.2% 122
2019
Q1 		$1.66M Sell
35,434
-744
-2% -$34.8K 0.19% 126
2018
Q4 		$1.71M Sell
36,178
-4,959
-12% -$237K 0.23% 116
2018
Q3 		$1.9M Sell
41,137
-1,124
-3% -$51.4K 0.22% 114
2018
Q2 		$1.85M Sell
42,261
-693
-2% -$29.9K 0.23% 112
2018
Q1 		$1.87M Sell
42,954
-121
-0.3% -$5.43K 0.24% 102
2017
Q4 		$1.98M Sell
43,075
-1,355
-3% -$62.3K 0.21% 114
2017
Q3 		$2M Sell
44,430
-9,231
-17% -$420K 0.23% 104
2017
Q2 		$2.41M Buy
53,661
+681
+1% +$30.1K 0.27% 91
2017
Q1 		$2.25M Buy
52,980
+1,600
+3% +$66.7K 0.26% 91
2016
Q4 		$2.13M Sell
51,380
-213
-0.4% -$8.86K 0.26% 102
2016
Q3 		$2.18M Sell
51,593
-71
-0.1% -$3.11K 0.27% 101
2016
Q2 		$2.34M Sell
51,664
-140
-0.3% -$6.33K 0.3% 92
2016
Q1 		$2.4M Buy
51,804
+6,511
+14% +$283K 0.31% 86
2015
Q4 		$1.95M Buy
45,293
+1,735
+4% +$73.6K 0.25% 104
2015
Q3 		$1.75M Sell
43,558
-1,000
-2% -$40K 0.23% 107
2015
Q2 		$1.75M Sell
44,558
-600
-1% -$24.4K 0.2% 123
2015
Q1 		$1.83M Sell
45,158
-656
-1% -$27.4K 0.21% 113
2014
Q4 		$1.93M Hold
45,814
– – 0.23% 101
2014
Q3 		$1.95M Sell
45,814
-2,676
-6% -$111K 0.24% 104
2014
Q2 		$2.05M Sell
48,490
-944
-2% -$38.3K 0.26% 96
2014
Q1 		$1.91M Sell
49,434
-420
-0.8% -$16.2K 0.26% 94
2013
Q4 		$2.06M Buy
49,854
+210
+0.4% +$8.28K 0.28% 85
2013
Q3 		$1.88M Sell
49,644
-3,700
-7% -$146K 0.28% 88
2013
Q2 		$2.14M Buy
+53,344
New +$2.21M 0.35% 73

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rothschild Investment LLC's KO Position: Q1 2026 in Review

Rothschild Investment LLC increased its Coca-Cola (KO) stake by 9.4% in Q1 2026, buying an estimated $147K and bringing the position to 22,627 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #182.

Rothschild Investment LLC first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.97M in Q4 2019. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Rothschild Investment LLC held 22,627 shares of Coca-Cola worth $1.72M as of Q1 2026.
  • Rothschild Investment LLC bought 1,938 Coca-Cola shares in Q1 2026, an estimated $147K.
  • Coca-Cola made up 0.09% of Rothschild Investment LLC's portfolio in Q1 2026, its #182 holding.
  • Rothschild Investment LLC first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's Coca-Cola position peaked at $2.97M in Q4 2019.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.