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Stephen W. Kidder’s Coca-Cola KO Stock Holding History

Stephen W. Kidder’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 		$654K Sell
8,600
-200
-2% -$15.1K 0.19% 52
2025
Q4 		$615K Sell
8,800
-250
-3% -$17.4K 0.17% 52
2025
Q3 		$600K Buy
9,050
+750
+9% +$51.6K 0.17% 54
2025
Q2 		$587K Sell
8,300
-50
-0.6% -$3.56K 0.18% 54
2025
Q1 		$598K Sell
8,350
-130
-2% -$8.68K 0.19% 50
2024
Q4 		$528K Sell
8,480
-250
-3% -$16.3K 0.16% 48
2024
Q3 		$627K Sell
8,730
-750
-8% -$51.4K 0.19% 47
2024
Q2 		$603K Sell
9,480
-100
-1% -$6.19K 0.19% 50
2024
Q1 		$586K Sell
9,580
-800
-8% -$48.1K 0.19% 51
2023
Q4 		$612K Sell
10,380
-1,950
-16% -$111K 0.2% 48
2023
Q3 		$690K Sell
12,330
-620
-5% -$37.2K 0.24% 48
2023
Q2 		$780K Sell
12,950
-100
-0.8% -$6.22K 0.26% 49
2023
Q1 		$809K Hold
13,050
– – 0.28% 49
2022
Q4 		$830K Buy
13,050
+5,200
+66% +$314K 0.3% 47
2022
Q3 		$440K Sell
7,850
-200
-2% -$12.4K 0.18% 48
2022
Q2 		$506K Sell
8,050
-50
-0.6% -$3.17K 0.2% 48
2022
Q1 		$503K Sell
8,100
-200
-2% -$12.2K 0.16% 55
2021
Q4 		$492K Sell
8,300
-100
-1% -$5.57K 0.15% 53
2021
Q3 		$440K Sell
8,400
-150
-2% -$8.36K 0.14% 55
2021
Q2 		$463K Sell
8,550
-800
-9% -$43.5K 0.14% 53
2021
Q1 		$493K Sell
9,350
-2,400
-20% -$121K 0.16% 54
2020
Q4 		$644K Sell
11,750
-5,050
-30% -$261K 0.21% 47
2020
Q3 		$829K Sell
16,800
-300
-2% -$14.4K 0.29% 44
2020
Q2 		$764K Sell
17,100
-200
-1% -$9.21K 0.29% 46
2020
Q1 		$765K Sell
17,300
-625
-3% -$33.8K 0.35% 45
2019
Q4 		$992K Sell
17,925
-350
-2% -$18.8K 0.37% 46
2019
Q3 		$994K Sell
18,275
-885
-5% -$47.4K 0.39% 44
2019
Q2 		$976K Sell
19,160
-65
-0.3% -$3.19K 0.39% 45
2019
Q1 		$901K Sell
19,225
-2,075
-10% -$97K 0.37% 44
2018
Q4 		$1.01M Sell
21,300
-100
-0.5% -$4.79K 0.44% 42
2018
Q3 		$990K Sell
21,400
-450
-2% -$20.6K 0.36% 48
2018
Q2 		$959K Sell
21,850
-250
-1% -$10.8K 0.37% 49
2018
Q1 		$960K Sell
22,100
-500
-2% -$22.5K 0.37% 50
2017
Q4 		$1.04M Sell
22,600
-1,900
-8% -$87.3K 0.37% 50
2017
Q3 		$1.1M Sell
24,500
-650
-3% -$29.6K 0.41% 47
2017
Q2 		$1.13M Sell
25,150
-150
-0.6% -$6.63K 0.43% 47
2017
Q1 		$1.07M Sell
25,300
-1,068
-4% -$44.5K 0.41% 51
2016
Q4 		$1.09M Sell
26,368
-385
-1% -$16K 0.44% 50
2016
Q3 		$1.13M Sell
26,753
-300
-1% -$13.1K 0.45% 49
2016
Q2 		$1.23M Sell
27,053
-100
-0.4% -$4.52K 0.49% 50
2016
Q1 		$1.26M Sell
27,153
-100
-0.4% -$4.35K 0.51% 47
2015
Q4 		$1.17M Sell
27,253
-250
-0.9% -$10.6K 0.5% 48
2015
Q3 		$1.1M Sell
27,503
-200
-0.7% -$8.01K 0.55% 45
2015
Q2 		$1.09M Sell
27,703
-3,366
-11% -$137K 0.49% 48
2015
Q1 		$1.26M Sell
31,069
-1,534
-5% -$64.2K 0.55% 48
2014
Q4 		$1.38M Sell
32,603
-500
-2% -$21.4K 0.6% 45
2014
Q3 		$1.41M Buy
33,103
+23,850
+258% +$986K 0.64% 45
2014
Q2 		$392K Sell
9,253
-500
-5% -$20.3K 0.26% 52
2014
Q1 		$377K Hold
9,753
– – 0.25% 52
2013
Q4 		$403K Sell
9,753
-100
-1% -$3.94K 0.28% 50
2013
Q3 		$373K Sell
9,853
-1,318
-12% -$52.1K 0.29% 50
2013
Q2 		$448K Buy
+11,171
New +$463K 0.36% 51

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

Stephen W. Kidder's KO Position: Q1 2026 in Review

Stephen W. Kidder reduced its Coca-Cola (KO) stake by 2.3% in Q1 2026, selling an estimated $15.1K and leaving 8,600 shares worth $654K. The position accounts for 0.19% of the portfolio, ranked #52.

Stephen W. Kidder first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.41M in Q3 2014. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Stephen W. Kidder held 8,600 shares of Coca-Cola worth $654K as of Q1 2026.
  • Stephen W. Kidder sold 200 Coca-Cola shares in Q1 2026, an estimated $15.1K.
  • Coca-Cola made up 0.19% of Stephen W. Kidder's portfolio in Q1 2026, its #52 holding.
  • Stephen W. Kidder first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Stephen W. Kidder's Coca-Cola position peaked at $1.41M in Q3 2014.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.