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Twin Capital Management’s Coca-Cola KO Stock Holding History

Twin Capital Management’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 		$5.75M Sell
75,577
-4,443
-6% -$336K 0.74% 23
2025
Q4 		$5.59M Buy
80,020
+879
+1% +$61.3K 0.69% 24
2025
Q3 		$5.25M Sell
79,141
-27,462
-26% -$1.89M 0.66% 26
2025
Q2 		$7.54M Buy
106,603
+10,832
+11% +$772K 0.8% 21
2025
Q1 		$6.86M Buy
95,771
+9,110
+11% +$608K 0.8% 19
2024
Q4 		$5.4M Buy
86,661
+1,678
+2% +$110K 0.59% 31
2024
Q3 		$6.11M Sell
84,983
-955
-1% -$65.4K 0.69% 25
2024
Q2 		$5.47M Buy
85,938
+10,041
+13% +$622K 0.64% 27
2024
Q1 		$4.64M Sell
75,897
-4,469
-6% -$268K 0.58% 39
2023
Q4 		$4.74M Sell
80,366
-8,619
-10% -$490K 0.62% 35
2023
Q3 		$4.98M Sell
88,985
-6,685
-7% -$401K 0.72% 26
2023
Q2 		$5.76M Buy
95,670
+15,957
+20% +$993K 0.75% 22
2023
Q1 		$4.94M Sell
79,713
-13,229
-14% -$801K 0.68% 27
2022
Q4 		$5.91M Sell
92,942
-3,093
-3% -$187K 0.77% 23
2022
Q3 		$5.38M Sell
96,035
-2,926
-3% -$182K 0.73% 26
2022
Q2 		$6.23M Sell
98,961
-1,265
-1% -$80.2K 0.79% 24
2022
Q1 		$6.21M Buy
100,226
+2,275
+2% +$138K 0.67% 32
2021
Q4 		$5.8M Sell
97,951
-7,690
-7% -$428K 0.58% 34
2021
Q3 		$5.54M Sell
105,641
-14,330
-12% -$799K 0.57% 40
2021
Q2 		$6.49M Sell
119,971
-450
-0.4% -$24.5K 0.6% 39
2021
Q1 		$6.35M Sell
120,421
-25,390
-17% -$1.28M 0.63% 35
2020
Q4 		$8M Sell
145,811
-6,745
-4% -$349K 0.73% 30
2020
Q3 		$7.53M Sell
152,556
-20,912
-12% -$1.01M 0.68% 33
2020
Q2 		$7.75M Sell
173,468
-6,388
-4% -$294K 0.75% 28
2020
Q1 		$7.96M Sell
179,856
-1,340
-0.7% -$72.4K 0.86% 26
2019
Q4 		$10M Sell
181,196
-46,280
-20% -$2.49M 0.85% 27
2019
Q3 		$12.4M Sell
227,476
-8,540
-4% -$457K 0.9% 26
2019
Q2 		$12M Sell
236,016
-92,174
-28% -$4.52M 0.84% 30
2019
Q1 		$15.4M Sell
328,190
-44,000
-12% -$2.06M 0.76% 32
2018
Q4 		$17.6M Sell
372,190
-4,640
-1% -$222K 0.99% 25
2018
Q3 		$17.4M Sell
376,830
-8,500
-2% -$388K 0.8% 31
2018
Q2 		$16.9M Buy
385,330
+1,990
+0.5% +$86K 0.85% 26
2018
Q1 		$16.6M Sell
383,340
-45,650
-11% -$2.05M 0.86% 23
2017
Q4 		$19.7M Buy
428,990
+17,070
+4% +$785K 0.97% 19
2017
Q3 		$18.5M Buy
411,920
+68,390
+20% +$3.11M 0.97% 17
2017
Q2 		$15.4M Buy
343,530
+95,060
+38% +$4.2M 0.91% 21
2017
Q1 		$10.5M Sell
248,470
-5,260
-2% -$219K 0.65% 36
2016
Q4 		$10.5M Buy
253,730
+94,110
+59% +$3.92M 0.68% 34
2016
Q3 		$6.75M Buy
159,620
+4,160
+3% +$182K 0.45% 63
2016
Q2 		$7.05M Sell
155,460
-2,640
-2% -$119K 0.53% 48
2016
Q1 		$7.33M Sell
158,100
-56,110
-26% -$2.44M 0.57% 46
2015
Q4 		$9.2M Buy
214,210
+4,440
+2% +$188K 0.75% 36
2015
Q3 		$8.42M Sell
209,770
-15,380
-7% -$616K 0.8% 35
2015
Q2 		$8.83M Buy
225,150
+71,810
+47% +$2.92M 0.79% 31
2015
Q1 		$6.22M Sell
153,340
-17,380
-10% -$727K 0.54% 52
2014
Q4 		$7.21M Sell
170,720
-26,270
-13% -$1.12M 0.69% 36
2014
Q3 		$8.4M Sell
196,990
-22,980
-10% -$950K 0.85% 23
2014
Q2 		$9.32M Buy
219,970
+42,980
+24% +$1.74M 0.94% 18
2014
Q1 		$6.84M Sell
176,990
-8,620
-5% -$333K 0.72% 30
2013
Q4 		$7.67M Sell
185,610
-36,540
-16% -$1.44M 0.82% 22
2013
Q3 		$8.41M Sell
222,150
-19,720
-8% -$780K 0.9% 21
2013
Q2 		$9.7M Buy
+241,870
New +$10M 1.03% 17

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

Twin Capital Management's KO Position: Q1 2026 in Review

Twin Capital Management reduced its Coca-Cola (KO) stake by 5.6% in Q1 2026, selling an estimated $336K and leaving 75,577 shares worth $5.75M. The position accounts for 0.74% of the portfolio, ranked #23.

Twin Capital Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.7M in Q4 2017. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Twin Capital Management held 75,577 shares of Coca-Cola worth $5.75M as of Q1 2026.
  • Twin Capital Management sold 4,443 Coca-Cola shares in Q1 2026, an estimated $336K.
  • Coca-Cola made up 0.74% of Twin Capital Management's portfolio in Q1 2026, its #23 holding.
  • Twin Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Twin Capital Management's Coca-Cola position peaked at $19.7M in Q4 2017.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.