Univest Financial’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 | $725K | Sell |
9,538
-6,169
| -39% | -$466K | 0.04% | 169 |
|
|
2025
Q4 | $1.1M | Sell |
15,707
-160
| -1% | -$11.2K | 0.06% | 149 |
|
|
2025
Q3 | $1.05M | Sell |
15,867
-3,631
| -19% | -$250K | 0.06% | 151 |
|
|
2025
Q2 | $1.38M | Buy |
19,498
+6,242
| +47% | +$445K | 0.08% | 134 |
|
|
2025
Q1 | $949K | Buy |
13,256
+446
| +3% | +$29.8K | 0.06% | 158 |
|
|
2024
Q4 | $798K | Sell |
12,810
-1,601
| -11% | -$105K | 0.05% | 166 |
|
|
2024
Q3 | $1.04M | Buy |
14,411
+8,229
| +133% | +$564K | 0.07% | 149 |
|
|
2024
Q2 | $393K | Hold |
6,182
| – | – | 0.11% | 85 |
|
|
2024
Q1 | $378K | Hold |
6,182
| – | – | 0.11% | 77 |
|
|
2023
Q4 | $364K | Hold |
6,182
| – | – | 0.11% | 78 |
|
|
2023
Q3 | $346K | Hold |
6,182
| – | – | 0.12% | 73 |
|
|
2023
Q2 | $372K | Hold |
6,182
| – | – | 0.11% | 74 |
|
|
2023
Q1 | $383K | Sell |
6,182
-100
| -2% | -$6.05K | 0.12% | 70 |
|
|
2022
Q4 | $400K | Hold |
6,282
| – | – | 0.13% | 73 |
|
|
2022
Q3 | $352K | Hold |
6,282
| – | – | 0.12% | 76 |
|
|
2022
Q2 | $395K | Sell |
6,282
-438
| -7% | -$27.8K | 0.13% | 70 |
|
|
2022
Q1 | $417K | Buy |
6,720
+438
| +7% | +$26.6K | 0.12% | 71 |
|
|
2021
Q4 | $372K | Hold |
6,282
| – | – | 0.09% | 81 |
|
|
2021
Q3 | $330K | Hold |
6,282
| – | – | 0.09% | 82 |
|
|
2021
Q2 | $340K | Hold |
6,282
| – | – | 0.09% | 87 |
|
|
2021
Q1 | $331K | Hold |
6,282
| – | – | 0.09% | 87 |
|
|
2020
Q4 | $345K | Hold |
6,282
| – | – | 0.1% | 80 |
|
|
2020
Q3 | $310K | Hold |
6,282
| – | – | 0.1% | 81 |
|
|
2020
Q2 | $281K | Hold |
6,282
| – | – | 0.09% | 87 |
|
|
2020
Q1 | $278K | Sell |
6,282
-78,015
| -93% | -$4.21M | 0.11% | 92 |
|
|
2019
Q4 | $3.5M | Buy |
84,297
+69,044
| +453% | +$3.71M | 1.48% | 24 |
|
|
2019
Q3 | $830K | Sell |
15,253
-1,856
| -11% | -$99.4K | 0.27% | 58 |
|
|
2019
Q2 | $871K | Buy |
17,109
+726
| +4% | +$35.6K | 0.28% | 59 |
|
|
2019
Q1 | $768K | Buy |
16,383
+275
| +2% | +$12.9K | 0.25% | 62 |
|
|
2018
Q4 | $763K | Buy |
16,108
+1,230
| +8% | +$58.9K | 0.28% | 66 |
|
|
2018
Q3 | $687K | Sell |
14,878
-1,357
| -8% | -$62K | 0.21% | 67 |
|
|
2018
Q2 | $712K | Sell |
16,235
-173
| -1% | -$7.47K | 0.29% | 60 |
|
|
2018
Q1 | $713K | Sell |
16,408
-1,670
| -9% | -$75K | 0.31% | 56 |
|
|
2017
Q4 | $829K | Sell |
18,078
-2,327
| -11% | -$107K | 0.33% | 55 |
|
|
2017
Q3 | $918K | Sell |
20,405
-67,210
| -77% | -$3.06M | 0.39% | 55 |
|
|
2017
Q2 | $3.93M | Buy |
87,615
+251
| +0.3% | +$11.1K | 1.65% | 25 |
|
|
2017
Q1 | $3.71M | Buy |
87,364
+3,067
| +4% | +$128K | 1.62% | 23 |
|
|
2016
Q4 | $3.5M | Sell |
84,297
-3,113
| -4% | -$130K | 1.48% | 24 |
|
|
2016
Q3 | $3.7M | Buy |
87,410
+2,708
| +3% | +$119K | 1.68% | 18 |
|
|
2016
Q2 | $3.84M | Sell |
84,702
-1,337
| -2% | -$60.4K | 1.75% | 12 |
|
|
2016
Q1 | $3.99M | Buy |
86,039
+6,394
| +8% | +$278K | 1.82% | 12 |
|
|
2015
Q4 | $3.42M | Sell |
79,645
-480
| -0.6% | -$20.4K | 1.56% | 27 |
|
|
2015
Q3 | $3.21M | Sell |
80,125
-2,848
| -3% | -$114K | 1.57% | 29 |
|
|
2015
Q2 | $3.25M | Buy |
82,973
+2,309
| +3% | +$93.9K | 1.5% | 28 |
|
|
2015
Q1 | $3.27M | Buy |
80,664
+877
| +1% | +$36.7K | 1.47% | 32 |
|
|
2014
Q4 | $3.37M | Buy |
79,787
+8,841
| +12% | +$378K | 1.48% | 31 |
|
|
2014
Q3 | $3.03M | Sell |
70,946
-2,771
| -4% | -$115K | 1.42% | 33 |
|
|
2014
Q2 | $3.12M | Sell |
73,717
-284
| -0.4% | -$11.5K | 1.47% | 35 |
|
|
2014
Q1 | $2.86M | Sell |
74,001
-12,486
| -14% | -$482K | 1.43% | 38 |
|
|
2013
Q4 | $3.57M | Buy |
86,487
+6,540
| +8% | +$258K | 1.76% | 14 |
|
|
2013
Q3 | $3.03M | Buy |
79,947
+1,225
| +2% | +$48.4K | 1.61% | 25 |
|
|
2013
Q2 | $3.16M | Buy |
+78,722
| New | +$3.26M | 1.73% | 17 |
|
Other funds holding KO
VCM
VPM
Univest Financial's KO Position: Q1 2026 in Review
Univest Financial reduced its Coca-Cola (KO) stake by 39% in Q1 2026, selling an estimated $466K and leaving 9,538 shares worth $725K. The position accounts for 0.04% of the portfolio, ranked #169.
Univest Financial first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.99M in Q1 2016. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Univest Financial held 9,538 shares of Coca-Cola worth $725K as of Q1 2026.
- Univest Financial sold 6,169 Coca-Cola shares in Q1 2026, an estimated $466K.
- Coca-Cola made up 0.04% of Univest Financial's portfolio in Q1 2026, its #169 holding.
- Univest Financial first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Univest Financial's Coca-Cola position peaked at $3.99M in Q1 2016.
- 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.