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Shufro Rose & Co’s Coca-Cola KO Stock Holding History

Shufro Rose & Co’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 		$411K Hold
5,400
– – 0.03% 204
2025
Q4 		$378K Sell
5,400
-900
-14% -$62.7K 0.03% 204
2025
Q3 		$451K Hold
6,300
– – 0.04% 193
2025
Q2 		$451K Sell
6,300
-400
-6% -$28.5K 0.04% 191
2025
Q1 		$480K Hold
6,700
– – 0.04% 185
2024
Q4 		$417K Buy
6,700
+400
+6% +$26.1K 0.03% 192
2024
Q3 		$401K Hold
6,300
– – 0.03% 201
2024
Q2 		$401K Sell
6,300
-1
-0% -$62 0.03% 201
2024
Q1 		$385K Sell
6,301
-199
-3% -$12K 0.03% 206
2023
Q4 		$364K Hold
6,500
– – 0.03% 198
2023
Q3 		$364K Sell
6,500
-67
-1% -$4.02K 0.03% 199
2023
Q2 		$395K Hold
6,567
– – 0.04% 198
2023
Q1 		$407K Sell
6,567
-1,076
-14% -$65.1K 0.04% 192
2022
Q4 		$486K Sell
7,643
-521
-6% -$31.5K 0.04% 173
2022
Q3 		$457K Buy
8,164
+249
+3% +$15.5K 0.05% 172
2022
Q2 		$498K Sell
7,915
-297
-4% -$18.8K 0.04% 168
2022
Q1 		$509K Buy
8,212
+129
+2% +$7.84K 0.04% 181
2021
Q4 		$479K Hold
8,083
– – 0.03% 188
2021
Q3 		$424K Buy
8,083
+50
+0.6% +$2.79K 0.03% 189
2021
Q2 		$435K Sell
8,033
-2,080
-21% -$113K 0.03% 184
2021
Q1 		$533K Hold
10,113
– – 0.04% 157
2020
Q4 		$555K Hold
10,113
– – 0.05% 156
2020
Q3 		$499K Sell
10,113
-1,619
-14% -$77.9K 0.05% 157
2020
Q2 		$524K Buy
11,732
+19
+0.2% +$875 0.05% 147
2020
Q1 		$518K Hold
11,713
– – 0.06% 135
2019
Q4 		$648K Buy
11,713
+1,200
+11% +$64.5K 0.06% 148
2019
Q3 		$572K Sell
10,513
-47
-0.4% -$2.52K 0.06% 147
2019
Q2 		$538K Buy
10,560
+47
+0.4% +$2.3K 0.05% 154
2019
Q1 		$493K Hold
10,513
– – 0.05% 163
2018
Q4 		$498K Sell
10,513
-1,800
-15% -$86.2K 0.06% 159
2018
Q3 		$569K Hold
12,313
– – 0.05% 165
2018
Q2 		$540K Hold
12,313
– – 0.05% 163
2018
Q1 		$535K Buy
12,313
+1,000
+9% +$44.9K 0.05% 160
2017
Q4 		$519K Sell
11,313
-460
-4% -$21.1K 0.05% 157
2017
Q3 		$530K Hold
11,773
– – 0.05% 158
2017
Q2 		$528K Sell
11,773
-5,000
-30% -$221K 0.06% 152
2017
Q1 		$712K Buy
16,773
+1,613
+11% +$67.3K 0.08% 137
2016
Q4 		$629K Hold
15,160
– – 0.07% 138
2016
Q3 		$642K Sell
15,160
-813
-5% -$35.6K 0.07% 140
2016
Q2 		$724K Sell
15,973
-740
-4% -$33.4K 0.08% 128
2016
Q1 		$775K Buy
16,713
+339
+2% +$14.8K 0.09% 134
2015
Q4 		$703K Buy
16,374
+774
+5% +$32.8K 0.08% 137
2015
Q3 		$625K Hold
15,600
– – 0.08% 143
2015
Q2 		$611K Hold
15,600
– – 0.06% 148
2015
Q1 		$632K Hold
15,600
– – 0.07% 152
2014
Q4 		$658K Hold
15,600
– – 0.07% 148
2014
Q3 		$665K Hold
15,600
– – 0.07% 148
2014
Q2 		$660K Sell
15,600
-500
-3% -$20.3K 0.07% 150
2014
Q1 		$622K Hold
16,100
– – 0.07% 152
2013
Q4 		$665K Buy
16,100
+2,884
+22% +$114K 0.07% 142
2013
Q3 		$500K Hold
13,216
– – 0.06% 153
2013
Q2 		$530K Buy
+13,216
New +$547K 0.06% 149

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

Shufro Rose & Co's KO Position: Q1 2026 in Review

Shufro Rose & Co held its Coca-Cola (KO) position steady in Q1 2026 at 5,400 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #204.

Shufro Rose & Co first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $775K in Q1 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Shufro Rose & Co held 5,400 shares of Coca-Cola worth $411K as of Q1 2026.
  • Shufro Rose & Co left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.03% of Shufro Rose & Co's portfolio in Q1 2026, its #204 holding.
  • Shufro Rose & Co first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Shufro Rose & Co's Coca-Cola position peaked at $775K in Q1 2016.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.