Shelton Capital 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 | $17.3M | Sell |
227,088
-230,447
| -50% | -$17.4M | 0.38% | 62 |
|
|
2025
Q4 | $32M | Buy |
457,535
+221,693
| +94% | +$15.5M | 0.63% | 33 |
|
|
2025
Q3 | $15.6M | Buy |
235,842
+1,412
| +0.6% | +$97.2K | 0.33% | 70 |
|
|
2025
Q2 | $16.6M | Sell |
234,430
-227,886
| -49% | -$16.2M | 0.38% | 57 |
|
|
2025
Q1 | $33.1M | Buy |
462,316
+217,643
| +89% | +$14.5M | 0.79% | 24 |
|
|
2024
Q4 | $15.2M | Buy |
244,673
+30,693
| +14% | +$2M | 0.38% | 52 |
|
|
2024
Q3 | $15.4M | Sell |
213,980
-45,900
| -18% | -$3.14M | 0.39% | 53 |
|
|
2024
Q2 | $16.5M | Buy |
259,880
+32,061
| +14% | +$1.98M | 0.45% | 47 |
|
|
2024
Q1 | $13.9M | Buy |
227,819
+71,240
| +45% | +$4.28M | 0.4% | 54 |
|
|
2023
Q4 | $9.23M | Buy |
156,579
+23,214
| +17% | +$1.32M | 0.29% | 80 |
|
|
2023
Q3 | $7.47M | Sell |
133,365
-899
| -0.7% | -$53.9K | 0.27% | 86 |
|
|
2023
Q2 | $8.09M | Sell |
134,264
-22,800
| -15% | -$1.42M | 0.29% | 81 |
|
|
2023
Q1 | $9.74M | Buy |
157,064
+79,864
| +103% | +$4.84M | 0.41% | 61 |
|
|
2022
Q4 | $4.91M | Sell |
77,200
-75,324
| -49% | -$4.55M | 0.51% | 41 |
|
|
2022
Q3 | $8.54M | Sell |
152,524
-2,200
| -1% | -$137K | 0.41% | 63 |
|
|
2022
Q2 | $9.73M | Buy |
154,724
+1,220
| +0.8% | +$77.3K | 0.44% | 57 |
|
|
2022
Q1 | $9.52M | Buy |
153,504
+107,364
| +233% | +$6.53M | 0.35% | 68 |
|
|
2021
Q4 | $2.73M | Buy |
46,140
+1,106
| +2% | +$61.6K | 0.1% | 211 |
|
|
2021
Q3 | $2.36M | Buy |
45,034
+8,016
| +22% | +$447K | 0.09% | 212 |
|
|
2021
Q2 | $2M | Sell |
37,018
-16,599
| -31% | -$903K | 0.08% | 229 |
|
|
2021
Q1 | $2.83M | Sell |
53,617
-868
| -2% | -$43.7K | 0.1% | 196 |
|
|
2020
Q4 | $2.99M | Sell |
54,485
-28,551
| -34% | -$1.48M | 0.13% | 159 |
|
|
2020
Q3 | $4.1M | Sell |
83,036
-4,000
| -5% | -$192K | 0.17% | 137 |
|
|
2020
Q2 | $3.89M | Sell |
87,036
-3,300
| -4% | -$152K | 0.21% | 95 |
|
|
2020
Q1 | $4M | Buy |
90,336
+5,201
| +6% | +$281K | 0.29% | 71 |
|
|
2019
Q4 | $4.71M | Buy |
85,135
+34,243
| +67% | +$1.84M | 0.26% | 78 |
|
|
2019
Q3 | $2.77M | Hold |
50,892
| – | – | 0.16% | 119 |
|
|
2019
Q2 | $2.59M | Buy |
50,892
+48,340
| +1,894% | +$2.37M | 0.15% | 133 |
|
|
2019
Q1 | $54.5K | Sell |
2,552
-56,105
| -96% | -$2.62M | 0.21% | 100 |
|
|
2018
Q4 | $2.78M | Buy |
58,657
+5,676
| +11% | +$272K | 0.19% | 110 |
|
|
2018
Q3 | $2.45M | Buy |
52,981
+2,910
| +6% | +$133K | 0.14% | 145 |
|
|
2018
Q2 | $2.2M | Sell |
50,071
-16,474
| -25% | -$712K | 0.14% | 147 |
|
|
2018
Q1 | $2.89M | Sell |
66,545
-5
| -0% | -$225 | 0.19% | 112 |
|
|
2017
Q4 | $3.05M | Hold |
66,550
| – | – | 0.2% | 114 |
|
|
2017
Q3 | $3M | Sell |
66,550
-525
| -0.8% | -$23.9K | 0.2% | 115 |
|
|
2017
Q2 | $3.01M | Sell |
67,075
-8,783
| -12% | -$388K | 0.21% | 107 |
|
|
2017
Q1 | $3.22M | Buy |
75,858
+2,350
| +3% | +$98K | 0.22% | 93 |
|
|
2016
Q4 | $3.05M | Sell |
73,508
-13,317
| -15% | -$554K | 0.23% | 89 |
|
|
2016
Q3 | $3.67M | Buy |
86,825
+1,106
| +1% | +$48.5K | 0.31% | 66 |
|
|
2016
Q2 | $3.89M | Buy |
85,719
+2,164
| +3% | +$97.8K | 0.34% | 60 |
|
|
2016
Q1 | $3.88M | Buy |
83,555
+2,150
| +3% | +$93.6K | 0.35% | 56 |
|
|
2015
Q4 | $3.5M | Sell |
81,405
-200
| -0.2% | -$8.49K | 0.34% | 61 |
|
|
2015
Q3 | $3.27M | Buy |
81,605
+3,964
| +5% | +$159K | 0.36% | 54 |
|
|
2015
Q2 | $3.05M | Buy |
77,641
+20,124
| +35% | +$818K | 0.32% | 65 |
|
|
2015
Q1 | $2.33M | Buy |
57,517
+100
| +0.2% | +$4.18K | 0.25% | 84 |
|
|
2014
Q4 | $2.42M | Buy |
57,417
+20,130
| +54% | +$860K | 0.28% | 78 |
|
|
2014
Q3 | $1.59M | Buy |
37,287
+2,400
| +7% | +$99.2K | 0.21% | 96 |
|
|
2014
Q2 | $1.48M | Hold |
34,887
| – | – | 0.21% | 97 |
|
|
2014
Q1 | $1.35M | Buy |
34,887
+6,400
| +22% | +$247K | 0.2% | 103 |
|
|
2013
Q4 | $1.18M | Sell |
28,487
-600
| -2% | -$23.7K | 0.18% | 115 |
|
|
2013
Q3 | $1.1M | Buy |
29,087
+600
| +2% | +$23.7K | 0.18% | 111 |
|
|
2013
Q2 | $1.14M | Buy |
+28,487
| New | +$1.18M | 0.21% | 102 |
|
Other funds holding KO
VCM
VPM
Shelton Capital Management's KO Position: Q1 2026 in Review
Shelton Capital Management reduced its Coca-Cola (KO) stake by 50% in Q1 2026, selling an estimated $17.4M and leaving 227,088 shares worth $17.3M. The position accounts for 0.38% of the portfolio, ranked #62.
Shelton Capital Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.1M in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Shelton Capital Management held 227,088 shares of Coca-Cola worth $17.3M as of Q1 2026.
- Shelton Capital Management sold 230,447 Coca-Cola shares in Q1 2026, an estimated $17.4M.
- Coca-Cola made up 0.38% of Shelton Capital Management's portfolio in Q1 2026, its #62 holding.
- Shelton Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Shelton Capital Management's Coca-Cola position peaked at $33.1M in Q1 2025.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.