Sigma Planning Corp’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 | $5.7M | Sell |
75,009
-1,236
| -2% | -$93.4K | 0.16% | 131 |
|
|
2025
Q4 | $5.33M | Buy |
76,245
+872
| +1% | +$60.8K | 0.15% | 139 |
|
|
2025
Q3 | $5M | Sell |
75,373
-3,591
| -5% | -$247K | 0.14% | 142 |
|
|
2025
Q2 | $5.59M | Sell |
78,964
-1,255
| -2% | -$89.4K | 0.17% | 115 |
|
|
2025
Q1 | $5.75M | Buy |
80,219
+107
| +0.1% | +$7.15K | 0.18% | 108 |
|
|
2024
Q4 | $4.99M | Sell |
80,112
-1,263
| -2% | -$82.4K | 0.16% | 128 |
|
|
2024
Q3 | $5.85M | Sell |
81,375
-4,730
| -5% | -$324K | 0.18% | 112 |
|
|
2024
Q2 | $5.48M | Sell |
86,105
-6,127
| -7% | -$379K | 0.17% | 115 |
|
|
2024
Q1 | $5.64M | Buy |
92,232
+44,723
| +94% | +$2.69M | 0.18% | 110 |
|
|
2023
Q4 | $2.8M | Sell |
47,509
-52,299
| -52% | -$2.97M | 0.22% | 88 |
|
|
2023
Q3 | $5.59M | Sell |
99,808
-1,302
| -1% | -$78.1K | 0.21% | 92 |
|
|
2023
Q2 | $6.09M | Sell |
101,110
-16,168
| -14% | -$1.01M | 0.22% | 87 |
|
|
2023
Q1 | $7.27M | Sell |
117,278
-6,453
| -5% | -$391K | 0.24% | 87 |
|
|
2022
Q4 | $7.87M | Buy |
123,731
+8,311
| +7% | +$502K | 0.28% | 74 |
|
|
2022
Q3 | $6.47M | Sell |
115,420
-4,474
| -4% | -$278K | 0.25% | 86 |
|
|
2022
Q2 | $7.54M | Sell |
119,894
-4,089
| -3% | -$259K | 0.26% | 75 |
|
|
2022
Q1 | $7.69M | Buy |
123,983
+741
| +0.6% | +$45.1K | 0.23% | 83 |
|
|
2021
Q4 | $7.3M | Buy |
123,242
+4,338
| +4% | +$242K | 0.2% | 94 |
|
|
2021
Q3 | $6.24M | Buy |
118,904
+2,778
| +2% | +$155K | 0.19% | 110 |
|
|
2021
Q2 | $6.28M | Buy |
116,126
+4,812
| +4% | +$262K | 0.19% | 113 |
|
|
2021
Q1 | $5.87M | Buy |
111,314
+9,130
| +9% | +$460K | 0.19% | 126 |
|
|
2020
Q4 | $5.6M | Sell |
102,184
-7,683
| -7% | -$397K | 0.19% | 118 |
|
|
2020
Q3 | $5.42M | Sell |
109,867
-6,411
| -6% | -$308K | 0.21% | 100 |
|
|
2020
Q2 | $5.2M | Buy |
116,278
+12,399
| +12% | +$571K | 0.23% | 90 |
|
|
2020
Q1 | $4.6M | Buy |
103,879
+7,337
| +8% | +$396K | 0.27% | 69 |
|
|
2019
Q4 | $5.34M | Buy |
96,542
+508
| +0.5% | +$27.3K | 0.23% | 91 |
|
|
2019
Q3 | $5.23M | Buy |
96,034
+10,269
| +12% | +$550K | 0.25% | 86 |
|
|
2019
Q2 | $4.37M | Buy |
85,765
+3,862
| +5% | +$189K | 0.23% | 105 |
|
|
2019
Q1 | $3.84M | Buy |
81,903
+13,506
| +20% | +$632K | 0.22% | 111 |
|
|
2018
Q4 | $3.24M | Sell |
68,397
-12
| -0% | -$574 | 0.24% | 97 |
|
|
2018
Q3 | $3.16M | Sell |
68,409
-1,354
| -2% | -$61.9K | 0.19% | 115 |
|
|
2018
Q2 | $3.06M | Sell |
69,763
-1,908
| -3% | -$82.4K | 0.2% | 111 |
|
|
2018
Q1 | $3.11M | Sell |
71,671
-2,358
| -3% | -$106K | 0.23% | 106 |
|
|
2017
Q4 | $3.4M | Buy |
74,029
+4,188
| +6% | +$193K | 0.26% | 91 |
|
|
2017
Q3 | $3.14M | Buy |
69,841
+6,619
| +10% | +$301K | 0.26% | 86 |
|
|
2017
Q2 | $2.84M | Buy |
63,222
+2,747
| +5% | +$121K | 0.27% | 87 |
|
|
2017
Q1 | $2.57M | Buy |
60,475
+3,060
| +5% | +$128K | 0.25% | 94 |
|
|
2016
Q4 | $2.38M | Sell |
57,415
-1,455
| -2% | -$60.6K | 0.26% | 86 |
|
|
2016
Q3 | $2.49M | Sell |
58,870
-11,126
| -16% | -$488K | 0.3% | 76 |
|
|
2016
Q2 | $3.17M | Buy |
69,996
+1,340
| +2% | +$60.6K | 0.41% | 48 |
|
|
2016
Q1 | $3.19M | Sell |
68,656
-581
| -0.8% | -$25.3K | 0.44% | 45 |
|
|
2015
Q4 | $2.97M | Sell |
69,237
-237
| -0.3% | -$10.1K | 0.42% | 48 |
|
|
2015
Q3 | $2.79M | Sell |
69,474
-10,980
| -14% | -$440K | 0.44% | 44 |
|
|
2015
Q2 | $3.16M | Sell |
80,454
-20,937
| -21% | -$852K | 0.44% | 49 |
|
|
2015
Q1 | $4.11M | Sell |
101,391
-4,795
| -5% | -$201K | 0.54% | 29 |
|
|
2014
Q4 | $4.48M | Buy |
+106,186
| New | +$4.53M | 0.59% | 26 |
|
Other funds holding KO
VCM
VPM
Sigma Planning Corp's KO Position: Q1 2026 in Review
Sigma Planning Corp reduced its Coca-Cola (KO) stake by 1.6% in Q1 2026, selling an estimated $93.4K and leaving 75,009 shares worth $5.7M. The position accounts for 0.16% of the portfolio, ranked #131.
Sigma Planning Corp first reported a position in KO in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.87M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Sigma Planning Corp held 75,009 shares of Coca-Cola worth $5.7M as of Q1 2026.
- Sigma Planning Corp sold 1,236 Coca-Cola shares in Q1 2026, an estimated $93.4K.
- Coca-Cola made up 0.16% of Sigma Planning Corp's portfolio in Q1 2026, its #131 holding.
- Sigma Planning Corp first reported a position in Coca-Cola in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's Coca-Cola position peaked at $7.87M in Q4 2022.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.