Terril Brothers’s Coca-Cola KO Stock Holding History

Terril Brothers’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	$575K	Buy	7,563 +24	+0.3%	+$1.81K	0.16%	38
2025 Q4	$527K	Hold	7,539	–	–	0.14%	38
2025 Q3	$500K	Hold	7,539	–	–	0.15%	37
2025 Q2	$533K	Hold	7,539	–	–	0.2%	31
2025 Q1	$540K	Sell	7,539 -922	-11%	-$61.6K	0.2%	29
2024 Q4	$527K	Buy	8,461 +140	+2%	+$9.14K	0.15%	40
2024 Q3	$598K	Hold	8,321	–	–	0.2%	33
2024 Q2	$530K	Hold	8,321	–	–	0.19%	35
2024 Q1	$509K	Buy	8,321 +100	+1%	+$6.01K	0.18%	39
2023 Q4	$484K	Hold	8,221	–	–	0.17%	40
2023 Q3	$460K	Sell	8,221 -150	-2%	-$9K	0.22%	37
2023 Q2	$504K	Buy	8,371 +428	+5%	+$26.6K	0.22%	36
2023 Q1	$493K	Sell	7,943 -568	-7%	-$34.4K	0.23%	33
2022 Q4	$541K	Buy	8,511 +743	+10%	+$44.9K	0.27%	30
2022 Q3	$435K	Hold	7,768	–	–	0.13%	33
2022 Q2	$489K	Hold	7,768	–	–	0.16%	34
2022 Q1	$482K	Sell	7,768 -4,107	-35%	-$250K	0.1%	42
2021 Q4	$703K	Hold	11,875	–	–	0.15%	36
2021 Q3	$623K	Hold	11,875	–	–	0.15%	36
2021 Q2	$643K	Sell	11,875 -5,800	-33%	-$316K	0.15%	35
2021 Q1	$932K	Hold	17,675	–	–	0.24%	37
2020 Q4	$969K	Hold	17,675	–	–	0.26%	35
2020 Q3	$873K	Hold	17,675	–	–	0.27%	33
2020 Q2	$790K	Buy	17,675 +1,922	+12%	+$88.5K	0.26%	33
2020 Q1	$697K	Buy	15,753 +6,800	+76%	+$367K	0.3%	31
2019 Q4	$496K	Hold	8,953	–	–	0.17%	35
2019 Q3	$487K	Hold	8,953	–	–	0.16%	36
2019 Q2	$456K	Hold	8,953	–	–	0.15%	39
2019 Q1	$420K	Hold	8,953	–	–	0.13%	37
2018 Q4	$424K	Hold	8,953	–	–	0.15%	35
2018 Q3	$414K	Hold	8,953	–	–	0.13%	36
2018 Q2	$393K	Hold	8,953	–	–	0.12%	38
2018 Q1	$389K	Hold	8,953	–	–	0.12%	36
2017 Q4	$411K	Hold	8,953	–	–	0.13%	39
2017 Q3	$403K	Buy	8,953 +1,107	+14%	+$50.4K	0.13%	34
2017 Q2	$352K	Hold	7,846	–	–	0.13%	36
2017 Q1	$333K	Hold	7,846	–	–	0.12%	36
2016 Q4	$325K	Hold	7,846	–	–	0.11%	39
2016 Q3	$332K	Hold	7,846	–	–	0.18%	35
2016 Q2	$356K	Sell	7,846 -404	-5%	-$18.3K	0.16%	38
2016 Q1	$383K	Hold	8,250	–	–	0.21%	33
2015 Q4	$359K	Hold	8,250	–	–	0.15%	37
2015 Q3	$331K	Hold	8,250	–	–	0.11%	44
2015 Q2	$324K	Hold	8,250	–	–	0.1%	46
2015 Q1	$334K	Hold	8,250	–	–	0.11%	45
2014 Q4	$348K	Hold	8,250	–	–	0.11%	45
2014 Q3	$343K	Buy	+8,250	New	+$341K	0.12%	43

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

Terril Brothers's KO Position: Q1 2026 in Review

Terril Brothers increased its Coca-Cola (KO) stake by 0.32% in Q1 2026, buying an estimated $1.81K and bringing the position to 7,563 shares worth $575K. The position accounts for 0.16% of the portfolio, ranked #38.

Terril Brothers first reported a position in KO in Q3 2014 and has held it in 47 quarters since. The position peaked at $969K in Q4 2020. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Terril Brothers held 7,563 shares of Coca-Cola worth $575K as of Q1 2026.
Terril Brothers bought 24 Coca-Cola shares in Q1 2026, an estimated $1.81K.
Coca-Cola made up 0.16% of Terril Brothers's portfolio in Q1 2026, its #38 holding.
Terril Brothers first reported a position in Coca-Cola in Q3 2014 and has held it in 47 quarters since.
Terril Brothers's Coca-Cola position peaked at $969K in Q4 2020.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Terril Brothers's 13F filing for Q1 2026, filed 7 May 2026.