Saratoga Research & 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
Q2 | $800K | Hold |
9,849
| – | – | 0.04% | 32 |
|
|
2026
Q1 | $749K | Hold |
9,849
| – | – | 0.04% | 32 |
|
|
2025
Q4 | $689K | Sell |
9,849
-46
| -0.5% | -$3.21K | 0.04% | 38 |
|
|
2025
Q3 | $656K | Hold |
9,895
| – | – | 0.03% | 36 |
|
|
2025
Q2 | $700K | Hold |
9,895
| – | – | 0.04% | 36 |
|
|
2025
Q1 | $709K | Sell |
9,895
-82,272
| -89% | -$5.49M | 0.04% | 34 |
|
|
2024
Q4 | $5.74M | Sell |
92,167
-2,225
| -2% | -$145K | 0.29% | 31 |
|
|
2024
Q3 | $6.78M | Sell |
94,392
-4,313
| -4% | -$295K | 0.3% | 30 |
|
|
2024
Q2 | $6.28M | Sell |
98,705
-4,996
| -5% | -$309K | 0.29% | 30 |
|
|
2024
Q1 | $6.34M | Sell |
103,701
-8,761
| -8% | -$526K | 0.29% | 30 |
|
|
2023
Q4 | $6.63M | Sell |
112,462
-15,715
| -12% | -$893K | 0.31% | 33 |
|
|
2023
Q3 | $7.18M | Sell |
128,177
-2,986
| -2% | -$179K | 0.35% | 32 |
|
|
2023
Q2 | $7.9M | Sell |
131,163
-2,486
| -2% | -$155K | 0.36% | 33 |
|
|
2023
Q1 | $8.29M | Sell |
133,649
-1,803
| -1% | -$109K | 0.39% | 33 |
|
|
2022
Q4 | $8.62M | Sell |
135,452
-2,070
| -2% | -$125K | 0.43% | 32 |
|
|
2022
Q3 | $7.7M | Sell |
137,522
-2,958
| -2% | -$184K | 0.41% | 32 |
|
|
2022
Q2 | $8.84M | Sell |
140,480
-3,101
| -2% | -$197K | 0.44% | 32 |
|
|
2022
Q1 | $8.9M | Sell |
143,581
-3,197
| -2% | -$194K | 0.39% | 32 |
|
|
2021
Q4 | $8.69M | Sell |
146,778
-6,194
| -4% | -$345K | 0.37% | 31 |
|
|
2021
Q3 | $8.03M | Sell |
152,972
-4,436
| -3% | -$247K | 0.37% | 30 |
|
|
2021
Q2 | $8.52M | Sell |
157,408
-148,810
| -49% | -$8.1M | 0.4% | 30 |
|
|
2021
Q1 | $16.1M | Sell |
306,218
-4,752
| -2% | -$239K | 0.82% | 30 |
|
|
2020
Q4 | $17.1M | Buy |
310,970
+3,103
| +1% | +$160K | 0.91% | 29 |
|
|
2020
Q3 | $15.2M | Sell |
307,867
-12,147
| -4% | -$584K | 0.91% | 29 |
|
|
2020
Q2 | $14.3M | Buy |
320,014
+217
| +0.1% | +$9.99K | 0.9% | 28 |
|
|
2020
Q1 | $14.2M | Sell |
319,797
-10,715
| -3% | -$579K | 0.98% | 28 |
|
|
2019
Q4 | $18.3M | Sell |
330,512
-20,689
| -6% | -$1.11M | 1.1% | 27 |
|
|
2019
Q3 | $19.1M | Sell |
351,201
-157,382
| -31% | -$8.43M | 1.23% | 26 |
|
|
2019
Q2 | $25.9M | Sell |
508,583
-20,432
| -4% | -$1M | 1.63% | 26 |
|
|
2019
Q1 | $24.8M | Sell |
529,015
-25,867
| -5% | -$1.21M | 1.69% | 25 |
|
|
2018
Q4 | $26.3M | Sell |
554,882
-33,298
| -6% | -$1.59M | 2.08% | 23 |
|
|
2018
Q3 | $27.2M | Sell |
588,180
-19,764
| -3% | -$903K | 1.83% | 25 |
|
|
2018
Q2 | $26.7M | Sell |
607,944
-31,874
| -5% | -$1.38M | 1.91% | 26 |
|
|
2018
Q1 | $27.8M | Sell |
639,818
-9,347
| -1% | -$420K | 2.03% | 23 |
|
|
2017
Q4 | $29.8M | Sell |
649,165
-18,283
| -3% | -$840K | 2.09% | 22 |
|
|
2017
Q3 | $30M | Sell |
667,448
-30,380
| -4% | -$1.38M | 2.3% | 20 |
|
|
2017
Q2 | $31.3M | Sell |
697,828
-25,692
| -4% | -$1.14M | 2.49% | 20 |
|
|
2017
Q1 | $30.7M | Sell |
723,520
-18,742
| -3% | -$782K | 2.55% | 22 |
|
|
2016
Q4 | $30.8M | Sell |
742,262
-63,982
| -8% | -$2.66M | 2.78% | 19 |
|
|
2016
Q3 | $34.1M | Sell |
806,244
-28,458
| -3% | -$1.25M | 2.92% | 18 |
|
|
2016
Q2 | $37.8M | Sell |
834,702
-14,876
| -2% | -$672K | 3.4% | 14 |
|
|
2016
Q1 | $39.4M | Buy |
849,578
+10,198
| +1% | +$444K | 3.47% | 12 |
|
|
2015
Q4 | $36.1M | Sell |
839,380
-28,862
| -3% | -$1.22M | 3.49% | 12 |
|
|
2015
Q3 | $34.8M | Buy |
868,242
+9,398
| +1% | +$376K | 3.49% | 12 |
|
|
2015
Q2 | $33.7M | Sell |
858,844
-31,162
| -4% | -$1.27M | 3.2% | 14 |
|
|
2015
Q1 | $36.1M | Sell |
890,006
-19,903
| -2% | -$832K | 3.36% | 13 |
|
|
2014
Q4 | $38.4M | Sell |
909,909
-35,530
| -4% | -$1.52M | 3.56% | 14 |
|
|
2014
Q3 | $40.3M | Sell |
945,439
-22,752
| -2% | -$941K | 3.99% | 10 |
|
|
2014
Q2 | $41M | Sell |
968,191
-17,875
| -2% | -$725K | 4.08% | 10 |
|
|
2014
Q1 | $38.1M | Buy |
986,066
+52,881
| +6% | +$2.04M | 3.88% | 13 |
|
|
2013
Q4 | $38.5M | Buy |
933,185
+60,077
| +7% | +$2.37M | 4.1% | 9 |
|
|
2013
Q3 | $33.1M | Buy |
873,108
+15,588
| +2% | +$616K | 3.89% | 12 |
|
|
2013
Q2 | $34.4M | Buy |
+857,520
| New | +$35.5M | 4.05% | 12 |
|
Other funds holding KO
N
Saratoga Research & Investment Management's KO Position: Q2 2026 in Review
Saratoga Research & Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 9,849 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #32.
Saratoga Research & Investment Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $41M in Q2 2014. 2,704 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Saratoga Research & Investment Management held 9,849 shares of Coca-Cola worth $800K as of Q2 2026.
- Saratoga Research & Investment Management left its Coca-Cola share count unchanged in Q2 2026.
- Coca-Cola made up 0.04% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #32 holding.
- Saratoga Research & Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
- Saratoga Research & Investment Management's Coca-Cola position peaked at $41M in Q2 2014.
- 2,704 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.