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Shoker Investment Counsel’s Coca-Cola KO Stock Holding History

Shoker Investment Counsel’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 		$577K Sell
7,592
-145
-2% -$11K 0.17% 70
2025
Q4 		$541K Buy
7,737
+550
+8% +$38.3K 0.16% 74
2025
Q3 		$477K Sell
7,187
-230
-3% -$15.8K 0.14% 78
2025
Q2 		$525K Sell
7,417
-33,469
-82% -$2.38M 0.16% 73
2025
Q1 		$2.93M Buy
40,886
+1,057
+3% +$70.6K 0.99% 35
2024
Q4 		$2.48M Buy
39,829
+643
+2% +$42K 0.84% 42
2024
Q3 		$2.82M Sell
39,186
-1,189
-3% -$81.4K 0.95% 37
2024
Q2 		$2.57M Buy
40,375
+2,625
+7% +$162K 0.91% 36
2024
Q1 		$2.29M Buy
37,750
+405
+1% +$24.3K 0.82% 38
2023
Q4 		$2.2M Buy
37,345
+12
+0% +$682 0.85% 38
2023
Q3 		$2.09M Sell
37,333
-394
-1% -$23.6K 0.91% 37
2023
Q2 		$2.27M Sell
37,727
-14
-0% -$871 0.95% 35
2023
Q1 		$2.34M Buy
37,741
+25
+0.1% +$1.51K 1.02% 33
2022
Q4 		$2.4M Buy
37,716
+485
+1% +$29.3K 1.07% 31
2022
Q3 		$2.08M Buy
37,231
+1,803
+5% +$112K 1.09% 33
2022
Q2 		$2.23M Buy
35,428
+2,085
+6% +$132K 1.18% 32
2022
Q1 		$2.07M Buy
33,343
+371
+1% +$22.6K 1.03% 36
2021
Q4 		$1.95M Sell
32,972
-162
-0.5% -$9.02K 0.89% 38
2021
Q3 		$1.74M Buy
33,134
+610
+2% +$34K 0.87% 39
2021
Q2 		$1.76M Buy
32,524
+178
+0.6% +$9.68K 0.88% 41
2021
Q1 		$1.7M Buy
32,346
+336
+1% +$16.9K 0.89% 41
2020
Q4 		$1.75M Buy
32,010
+674
+2% +$34.9K 0.98% 33
2020
Q3 		$1.55M Buy
+31,336
New +$1.51M 1.01% 33
2015
Q3 		– Sell
-6,048
Closed -$237K – 98
2015
Q2 		$237K Sell
6,048
-480
-7% -$19.5K 0.22% 84
2015
Q1 		$264K Sell
6,528
-382
-6% -$16K 0.25% 81
2014
Q4 		$291K Sell
6,910
-493
-7% -$21.1K 0.27% 79
2014
Q3 		$315K Sell
7,403
-6
-0.1% -$248 0.29% 70
2014
Q2 		$313K Buy
+7,409
New +$301K 0.28% 69

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

Shoker Investment Counsel's KO Position: Q1 2026 in Review

Shoker Investment Counsel reduced its Coca-Cola (KO) stake by 1.9% in Q1 2026, selling an estimated $11K and leaving 7,592 shares worth $577K. The position accounts for 0.17% of the portfolio, ranked #70.

Shoker Investment Counsel first reported a position in KO in Q2 2014 and has held it in 28 quarters since. The position peaked at $2.93M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Shoker Investment Counsel held 7,592 shares of Coca-Cola worth $577K as of Q1 2026.
  • Shoker Investment Counsel sold 145 Coca-Cola shares in Q1 2026, an estimated $11K.
  • Coca-Cola made up 0.17% of Shoker Investment Counsel's portfolio in Q1 2026, its #70 holding.
  • Shoker Investment Counsel first reported a position in Coca-Cola in Q2 2014 and has held it in 28 quarters since.
  • Shoker Investment Counsel's Coca-Cola position peaked at $2.93M in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.