Smith, Moore & Co’s Coca-Cola KO Stock Holding History

Smith, Moore & 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	$2.51M	Sell	33,011 -435	-1%	-$32.9K	0.18%	107
2025 Q4	$2.34M	Sell	33,446 -1,278	-4%	-$89.1K	0.18%	111
2025 Q3	$2.3M	Buy	34,724 +703	+2%	+$48.4K	0.18%	110
2025 Q2	$2.41M	Buy	34,021 +639	+2%	+$45.5K	0.2%	102
2025 Q1	$2.39M	Sell	33,382 -979	-3%	-$65.4K	0.22%	99
2024 Q4	$2.14M	Sell	34,361 -1,577	-4%	-$103K	0.2%	105
2024 Q3	$2.58M	Sell	35,938 -291	-0.8%	-$19.9K	0.25%	80
2024 Q2	$2.31M	Sell	36,229 -1,373	-4%	-$85K	0.24%	87
2024 Q1	$2.3M	Buy	37,602 +347	+0.9%	+$20.8K	0.25%	83
2023 Q4	$2.2M	Buy	37,255 +753	+2%	+$42.8K	0.26%	81
2023 Q3	$2.04M	Sell	36,502 -1,023	-3%	-$61.4K	0.27%	77
2023 Q2	$2.26M	Buy	37,525 +1,957	+6%	+$122K	0.29%	77
2023 Q1	$2.21M	Buy	35,568 +483	+1%	+$29.2K	0.3%	70
2022 Q4	$2.23M	Sell	35,085 -479	-1%	-$28.9K	0.31%	69
2022 Q3	$1.99M	Buy	35,564 +998	+3%	+$62K	0.3%	68
2022 Q2	$2.17M	Buy	34,566 +86	+0.2%	+$5.45K	0.34%	65
2022 Q1	$2.14M	Buy	34,480 +1,632	+5%	+$99.2K	0.29%	71
2021 Q4	$1.95M	Buy	32,848 +293	+0.9%	+$16.3K	0.27%	71
2021 Q3	$1.71M	Buy	32,555 +25	+0.1%	+$1.39K	0.26%	73
2021 Q2	$1.76M	Sell	32,530 -3,726	-10%	-$203K	0.27%	72
2021 Q1	$1.91M	Buy	36,256 +15,459	+74%	+$778K	0.31%	69
2020 Q4	$1.14M	Sell	20,797 -16,576	-44%	-$857K	0.21%	91
2020 Q3	$1.84M	Buy	37,373 +3,243	+10%	+$156K	0.38%	55
2020 Q2	$1.52M	Sell	34,130 -4,303	-11%	-$198K	0.34%	63
2020 Q1	$1.7M	Buy	38,433 +331	+0.9%	+$17.9K	0.45%	47
2019 Q4	$2.11M	Sell	38,102 -3,672	-9%	-$197K	0.44%	49
2019 Q3	$2.27M	Buy	41,774 +1,979	+5%	+$106K	0.5%	42
2019 Q2	$2.03M	Buy	39,795 +2,544	+7%	+$125K	0.46%	45
2019 Q1	$1.75M	Buy	37,251 +16,289	+78%	+$762K	0.42%	53
2018 Q4	$993K	Sell	20,962 -1,043	-5%	-$49.9K	0.27%	74
2018 Q3	$1.02M	Buy	22,005 +2,286	+12%	+$104K	0.23%	82
2018 Q2	$865K	Buy	19,719 +549	+3%	+$23.7K	0.22%	89
2018 Q1	$833K	Sell	19,170 -961	-5%	-$43.2K	0.22%	92
2017 Q4	$924K	Buy	20,131 +2,483	+14%	+$114K	0.25%	83
2017 Q3	$794K	Sell	17,648 -1,233	-7%	-$56.1K	0.23%	86
2017 Q2	$847K	Buy	18,881 +2,005	+12%	+$88.6K	0.28%	67
2017 Q1	$716K	Buy	16,876 +1,275	+8%	+$53.2K	0.26%	73
2016 Q4	$647K	Buy	15,601 +808	+5%	+$33.6K	0.25%	77
2016 Q3	$626K	Buy	14,793 +1,058	+8%	+$46.4K	0.25%	78
2016 Q2	$623K	Buy	13,735 +14	+0.1%	+$633	0.26%	82
2016 Q1	$636K	Sell	13,721 -1,587	-10%	-$69.1K	0.27%	76
2015 Q4	$658K	Sell	15,308 -3,460	-18%	-$147K	0.33%	63
2015 Q3	$753K	Sell	18,768 -222	-1%	-$8.89K	0.42%	38
2015 Q2	$745K	Sell	18,990 -186	-1%	-$7.57K	0.38%	39
2015 Q1	$778K	Buy	19,176 +2,400	+14%	+$100K	0.41%	43
2014 Q4	$708K	Buy	16,776 +5	+0%	+$214	0.38%	48
2014 Q3	$715K	Buy	16,771 +1,137	+7%	+$47K	0.4%	47
2014 Q2	$662K	Sell	15,634 -3,811	-20%	-$155K	0.4%	40
2014 Q1	$752K	Buy	19,445 +10,130	+109%	+$391K	0.45%	43
2013 Q4	$385K	Buy	+9,315	New	+$367K	0.24%	87

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

Smith, Moore & Co's KO Position: Q1 2026 in Review

Smith, Moore & Co reduced its Coca-Cola (KO) stake by 1.3% in Q1 2026, selling an estimated $32.9K and leaving 33,011 shares worth $2.51M. The position accounts for 0.18% of the portfolio, ranked #107.

Smith, Moore & Co first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.58M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Smith, Moore & Co held 33,011 shares of Coca-Cola worth $2.51M as of Q1 2026.
Smith, Moore & Co sold 435 Coca-Cola shares in Q1 2026, an estimated $32.9K.
Coca-Cola made up 0.18% of Smith, Moore & Co's portfolio in Q1 2026, its #107 holding.
Smith, Moore & Co first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
Smith, Moore & Co's Coca-Cola position peaked at $2.58M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.