Sippican Capital Advisors’s Coca-Cola KO Stock Holding History

Sippican Capital Advisors’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	$409K	Hold	5,373	–	–	0.28%	83
2025 Q4	$376K	Sell	5,373 -26	-0.5%	-$1.81K	0.24%	86
2025 Q3	$358K	Hold	5,399	–	–	0.24%	89
2025 Q2	$382K	Hold	5,399	–	–	0.28%	81
2025 Q1	$387K	Hold	5,399	–	–	0.29%	83
2024 Q4	$336K	Hold	5,399	–	–	0.24%	89
2024 Q3	$388K	Hold	5,399	–	–	0.27%	86
2024 Q2	$344K	Hold	5,399	–	–	0.27%	86
2024 Q1	$330K	Sell	5,399 -1,400	-21%	-$84.1K	0.26%	87
2023 Q4	$401K	Buy	6,799 +1,400	+26%	+$79.5K	0.31%	88
2023 Q3	$302K	Buy	5,399 +52	+1%	+$3.12K	0.27%	88
2023 Q2	$322K	Hold	5,347	–	–	0.3%	82
2023 Q1	$332K	Hold	5,347	–	–	0.32%	81
2022 Q4	$340K	Hold	5,347	–	–	0.33%	79
2022 Q3	$300K	Hold	5,347	–	–	0.31%	80
2022 Q2	$336K	Hold	5,347	–	–	0.33%	82
2022 Q1	$332K	Hold	5,347	–	–	0.28%	89
2021 Q4	$317K	Sell	5,347 -375	-7%	-$20.9K	0.27%	87
2021 Q3	$300K	Hold	5,722	–	–	0.26%	96
2021 Q2	$310K	Hold	5,722	–	–	0.27%	92
2021 Q1	$302K	Hold	5,722	–	–	0.28%	90
2020 Q4	$314K	Hold	5,722	–	–	0.34%	83
2020 Q3	$282K	Hold	5,722	–	–	0.35%	81
2020 Q2	$256K	Hold	5,722	–	–	0.35%	79
2020 Q1	$253K	Hold	5,722	–	–	0.41%	73
2019 Q4	$317K	Hold	5,722	–	–	0.35%	83
2019 Q3	$312K	Hold	5,722	–	–	0.38%	84
2019 Q2	$291K	Hold	5,722	–	–	0.34%	86
2019 Q1	$268K	Buy	5,722 +600	+12%	+$28.1K	0.32%	90
2018 Q4	$243K	Hold	5,122	–	–	0.33%	87
2018 Q3	$253K	Sell	5,122 -2,850	-36%	-$130K	0.29%	93
2018 Q2	$350K	Buy	7,972 +780	+11%	+$33.7K	0.35%	82
2018 Q1	$312K	Hold	7,192	–	–	0.32%	87
2017 Q4	$330K	Hold	7,192	–	–	0.32%	84
2017 Q3	$324K	Sell	7,192 -550	-7%	-$25K	0.33%	83
2017 Q2	$347K	Sell	7,742 -200	-3%	-$8.84K	0.38%	79
2017 Q1	$337K	Sell	7,942 -450	-5%	-$18.8K	0.36%	80
2016 Q4	$348K	Sell	8,392 -1,360	-14%	-$56.6K	0.36%	82
2016 Q3	$413K	Hold	9,752	–	–	0.47%	65
2016 Q2	$442K	Sell	9,752 -240	-2%	-$10.8K	0.53%	64
2016 Q1	$464K	Hold	9,992	–	–	0.59%	55
2015 Q4	$429K	Hold	9,992	–	–	0.54%	63
2015 Q3	$401K	Sell	9,992 -11,475	-53%	-$460K	0.51%	64
2015 Q2	$842K	Sell	21,467 -175	-0.8%	-$7.12K	0.85%	47
2015 Q1	$878K	Sell	21,642 -100	-0.5%	-$4.18K	0.89%	41
2014 Q4	$918K	Hold	21,742	–	–	0.92%	37
2014 Q3	$928K	Buy	+21,742	New	+$899K	0.94%	37

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sippican Capital Advisors's KO Position: Q1 2026 in Review

Sippican Capital Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 5,373 shares worth $409K. The position accounts for 0.28% of the portfolio, ranked #83.

Sippican Capital Advisors first reported a position in KO in Q3 2014 and has held it in 47 quarters since. The position peaked at $928K in Q3 2014. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sippican Capital Advisors held 5,373 shares of Coca-Cola worth $409K as of Q1 2026.
Sippican Capital Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.28% of Sippican Capital Advisors's portfolio in Q1 2026, its #83 holding.
Sippican Capital Advisors first reported a position in Coca-Cola in Q3 2014 and has held it in 47 quarters since.
Sippican Capital Advisors's Coca-Cola position peaked at $928K in Q3 2014.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.