Texas Yale Capital 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 | $4.21M | Buy |
55,320
+811
| +1% | +$61.3K | 0.12% | 114 |
|
|
2025
Q4 | $3.81M | Buy |
54,509
+975
| +2% | +$68K | 0.12% | 123 |
|
|
2025
Q3 | $3.55M | Buy |
53,534
+25
| +0% | +$1.72K | 0.11% | 132 |
|
|
2025
Q2 | $3.79M | Hold |
53,509
| – | – | 0.12% | 118 |
|
|
2025
Q1 | $3.83M | Buy |
53,509
+1,600
| +3% | +$107K | 0.16% | 104 |
|
|
2024
Q4 | $3.23M | Buy |
51,909
+2,665
| +5% | +$174K | 0.13% | 129 |
|
|
2024
Q3 | $3.54M | Buy |
49,244
+330
| +0.7% | +$22.6K | 0.15% | 116 |
|
|
2024
Q2 | $3.11M | Buy |
48,914
+300
| +0.6% | +$18.6K | 0.15% | 121 |
|
|
2024
Q1 | $2.97M | Buy |
48,614
+170
| +0.4% | +$10.2K | 0.13% | 125 |
|
|
2023
Q4 | $2.85M | Sell |
48,444
-560
| -1% | -$31.8K | 0.14% | 123 |
|
|
2023
Q3 | $2.74M | Sell |
49,004
-415
| -0.8% | -$24.9K | 0.12% | 113 |
|
|
2023
Q2 | $2.98M | Sell |
49,419
-67
| -0.1% | -$4.17K | 0.14% | 107 |
|
|
2023
Q1 | $3.07M | Hold |
49,486
| – | – | 0.16% | 107 |
|
|
2022
Q4 | $3.15M | Buy |
49,486
+18,543
| +60% | +$1.12M | 0.18% | 100 |
|
|
2022
Q3 | $1.73M | Buy |
30,943
+921
| +3% | +$57.2K | 0.11% | 164 |
|
|
2022
Q2 | $1.89M | Hold |
30,022
| – | – | 0.12% | 158 |
|
|
2022
Q1 | $1.86M | Buy |
30,022
+510
| +2% | +$31K | 0.1% | 181 |
|
|
2021
Q4 | $1.75M | Buy |
29,512
+1,515
| +5% | +$84.4K | 0.09% | 195 |
|
|
2021
Q3 | $1.47M | Hold |
27,997
| – | – | 0.08% | 204 |
|
|
2021
Q2 | $1.51M | Hold |
27,997
| – | – | 0.09% | 197 |
|
|
2021
Q1 | $1.48M | Sell |
27,997
-5,005
| -15% | -$252K | 0.09% | 194 |
|
|
2020
Q4 | $1.81M | Sell |
33,002
-315
| -0.9% | -$16.3K | 0.12% | 161 |
|
|
2020
Q3 | $1.65M | Buy |
33,317
+1,000
| +3% | +$48.1K | 0.13% | 156 |
|
|
2020
Q2 | $1.44M | Buy |
32,317
+283
| +0.9% | +$13K | 0.12% | 167 |
|
|
2020
Q1 | $1.42M | Sell |
32,034
-1,330
| -4% | -$71.8K | 0.14% | 145 |
|
|
2019
Q4 | $1.85M | Sell |
33,364
-205
| -0.6% | -$11K | 0.13% | 153 |
|
|
2019
Q3 | $1.83M | Sell |
33,569
-1,040
| -3% | -$55.7K | 0.13% | 147 |
|
|
2019
Q2 | $1.76M | Sell |
34,609
-34,609
| -50% | -$1.7M | 0.13% | 146 |
|
|
2019
Q1 | $3.24M | Buy |
69,218
+34,609
| +100% | +$1.62M | 0.13% | 156 |
|
|
2018
Q4 | $1.64M | Buy |
34,609
+310
| +0.9% | +$14.8K | 0.15% | 132 |
|
|
2018
Q3 | $1.58M | Hold |
34,299
| – | – | 0.13% | 163 |
|
|
2018
Q2 | $1.5M | Sell |
34,299
-505
| -1% | -$21.8K | 0.13% | 157 |
|
|
2018
Q1 | $1.51M | Buy |
34,804
+4,700
| +16% | +$211K | 0.13% | 154 |
|
|
2017
Q4 | $1.38M | Buy |
30,104
+185
| +0.6% | +$8.5K | 0.12% | 171 |
|
|
2017
Q3 | $1.35M | Sell |
29,919
-505
| -2% | -$23K | 0.12% | 166 |
|
|
2017
Q2 | $1.36M | Hold |
30,424
| – | – | 0.12% | 164 |
|
|
2017
Q1 | $1.29M | Hold |
30,424
| – | – | 0.11% | 158 |
|
|
2016
Q4 | $1.26M | Hold |
30,424
| – | – | 0.12% | 153 |
|
|
2016
Q3 | $1.29M | Hold |
30,424
| – | – | 0.12% | 151 |
|
|
2016
Q2 | $1.38M | Hold |
30,424
| – | – | 0.14% | 132 |
|
|
2016
Q1 | $1.41M | Sell |
30,424
-1,375
| -4% | -$59.8K | 0.15% | 126 |
|
|
2015
Q4 | $1.37M | Hold |
31,799
| – | – | 0.13% | 128 |
|
|
2015
Q3 | $1.28M | Sell |
31,799
-5,880
| -16% | -$235K | 0.12% | 144 |
|
|
2015
Q2 | $1.48M | Buy |
37,679
+245
| +0.7% | +$9.96K | 0.12% | 143 |
|
|
2015
Q1 | $1.52M | Sell |
37,434
-16,047
| -30% | -$671K | 0.12% | 142 |
|
|
2014
Q4 | $2.26M | Buy |
53,481
+3,365
| +7% | +$144K | 0.2% | 84 |
|
|
2014
Q3 | $2.14M | Buy |
50,116
+17,371
| +53% | +$718K | 0.2% | 81 |
|
|
2014
Q2 | $1.39M | Buy |
32,745
+671
| +2% | +$27.2K | 0.17% | 117 |
|
|
2014
Q1 | $1.24M | Buy |
32,074
+9,750
| +44% | +$377K | 0.17% | 119 |
|
|
2013
Q4 | $922K | Hold |
22,324
| – | – | 0.14% | 128 |
|
|
2013
Q3 | $846K | Buy |
22,324
+3,420
| +18% | +$135K | 0.14% | 134 |
|
|
2013
Q2 | $758K | Buy |
+18,904
| New | +$783K | 0.13% | 137 |
|
Other funds holding KO
VCM
VPM
Texas Yale Capital Corp's KO Position: Q1 2026 in Review
Texas Yale Capital Corp increased its Coca-Cola (KO) stake by 1.5% in Q1 2026, buying an estimated $61.3K and bringing the position to 55,320 shares worth $4.21M. The position accounts for 0.12% of the portfolio, ranked #114.
Texas Yale Capital Corp first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Texas Yale Capital Corp held 55,320 shares of Coca-Cola worth $4.21M as of Q1 2026.
- Texas Yale Capital Corp bought 811 Coca-Cola shares in Q1 2026, an estimated $61.3K.
- Coca-Cola made up 0.12% of Texas Yale Capital Corp's portfolio in Q1 2026, its #114 holding.
- Texas Yale Capital Corp first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.