Van Hulzen Asset Management’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 | $15.8M | Sell |
208,386
-1,541
| -0.7% | -$116K | 1.18% | 27 |
|
|
2025
Q4 | $14.7M | Buy |
209,927
+782
| +0.4% | +$54.5K | 1.08% | 28 |
|
|
2025
Q3 | $13.9M | Buy |
209,145
+843
| +0.4% | +$58K | 1.03% | 28 |
|
|
2025
Q2 | $14.7M | Buy |
208,302
+10,652
| +5% | +$759K | 1.23% | 22 |
|
|
2025
Q1 | $14.2M | Sell |
197,650
-48,000
| -20% | -$3.21M | 1.29% | 20 |
|
|
2024
Q4 | $15.3M | Buy |
245,650
+2,128
| +0.9% | +$139K | 1.12% | 24 |
|
|
2024
Q3 | $17.5M | Sell |
243,522
-47,457
| -16% | -$3.25M | 1.27% | 22 |
|
|
2024
Q2 | $18.5M | Buy |
290,979
+2,546
| +0.9% | +$158K | 1.24% | 21 |
|
|
2024
Q1 | $17.6M | Buy |
288,433
+6,927
| +2% | +$416K | 1.16% | 24 |
|
|
2023
Q4 | $16.6M | Sell |
281,506
-2,715
| -1% | -$154K | 1.17% | 25 |
|
|
2023
Q3 | $15.9M | Buy |
284,221
+5,344
| +2% | +$321K | 1.22% | 25 |
|
|
2023
Q2 | $16.8M | Sell |
278,877
-115,607
| -29% | -$7.19M | 1.43% | 20 |
|
|
2023
Q1 | $24.5M | Buy |
394,484
+110,933
| +39% | +$6.72M | 2.3% | 9 |
|
|
2022
Q4 | $18M | Buy |
283,551
+154,452
| +120% | +$9.32M | 2.08% | 9 |
|
|
2022
Q3 | $7.23M | Buy |
129,099
+91,378
| +242% | +$5.68M | 0.89% | 35 |
|
|
2022
Q2 | $2.37M | Buy |
37,721
+17,097
| +83% | +$1.08M | 0.28% | 78 |
|
|
2022
Q1 | $1.28M | Buy |
20,624
+4
| +0% | +$243 | 0.14% | 101 |
|
|
2021
Q4 | $1.22M | Sell |
20,620
-475
| -2% | -$26.4K | 0.13% | 108 |
|
|
2021
Q3 | $1.11M | Buy |
21,095
+137
| +0.7% | +$7.64K | 0.16% | 89 |
|
|
2021
Q2 | $1.13M | Sell |
20,958
-30
| -0.1% | -$1.63K | 0.17% | 83 |
|
|
2021
Q1 | $1.11M | Sell |
20,988
-4,558
| -18% | -$229K | 0.18% | 83 |
|
|
2020
Q4 | $1.4M | Sell |
25,546
-2,408
| -9% | -$125K | 0.21% | 81 |
|
|
2020
Q3 | $1.38M | Sell |
27,954
-43,683
| -61% | -$2.1M | 0.21% | 85 |
|
|
2020
Q2 | $3.2M | Sell |
71,637
-196,196
| -73% | -$9.04M | 0.48% | 49 |
|
|
2020
Q1 | $11.9M | Buy |
267,833
+65,750
| +33% | +$3.55M | 2.55% | 7 |
|
|
2019
Q4 | $11.2M | Buy |
202,083
+95,397
| +89% | +$5.13M | 2.17% | 6 |
|
|
2019
Q3 | $5.81M | Sell |
106,686
-241
| -0.2% | -$12.9K | 1.23% | 29 |
|
|
2019
Q2 | $5.45M | Buy |
106,927
+91,621
| +599% | +$4.49M | 1.19% | 31 |
|
|
2019
Q1 | $717K | Sell |
15,306
-736
| -5% | -$34.4K | 0.19% | 87 |
|
|
2018
Q4 | $760K | Sell |
16,042
-2,218
| -12% | -$106K | 0.22% | 79 |
|
|
2018
Q3 | $843K | Buy |
18,260
+1,527
| +9% | +$69.8K | 0.22% | 82 |
|
|
2018
Q2 | $734K | Buy |
16,733
+1,013
| +6% | +$43.8K | 0.22% | 79 |
|
|
2018
Q1 | $683K | Sell |
15,720
-1,506
| -9% | -$67.6K | 0.21% | 92 |
|
|
2017
Q4 | $790K | Buy |
17,226
+1,837
| +12% | +$84.4K | 0.24% | 88 |
|
|
2017
Q3 | $693K | Sell |
15,389
-1,354
| -8% | -$61.6K | 0.23% | 86 |
|
|
2017
Q2 | $751K | Sell |
16,743
-65,533
| -80% | -$2.9M | 0.3% | 71 |
|
|
2017
Q1 | $3.49M | Buy |
82,276
+796
| +1% | +$33.2K | 1.6% | 21 |
|
|
2016
Q4 | $3.38M | Buy |
81,480
+1,110
| +1% | +$46.2K | 1.57% | 15 |
|
|
2016
Q3 | $3.4M | Buy |
80,370
+16,503
| +26% | +$723K | 1.85% | 13 |
|
|
2016
Q2 | $2.9M | Buy |
63,867
+3,400
| +6% | +$154K | 1.65% | 17 |
|
|
2016
Q1 | $2.81M | Sell |
60,467
-5,159
| -8% | -$225K | 1.6% | 19 |
|
|
2015
Q4 | $2.82M | Buy |
65,626
+2,402
| +4% | +$102K | 1.76% | 16 |
|
|
2015
Q3 | $2.54M | Sell |
63,224
-5,288
| -8% | -$212K | 1.64% | 20 |
|
|
2015
Q2 | $2.69M | Sell |
68,512
-1,181
| -2% | -$48K | 1.45% | 19 |
|
|
2015
Q1 | $2.83M | Buy |
69,693
+60,022
| +621% | +$2.51M | 1.73% | 14 |
|
|
2014
Q4 | $408K | Buy |
+9,671
| New | +$413K | 0.28% | 71 |
|
|
2014
Q3 | – | Sell |
-10,599
| Closed | -$449K | – | 67 |
|
|
2014
Q2 | $449K | Sell |
10,599
-32,538
| -75% | -$1.32M | 0.39% | 59 |
|
|
2014
Q1 | $1.67M | Buy |
43,137
+4,926
| +13% | +$190K | 1.69% | 23 |
|
|
2013
Q4 | $1.58M | Buy |
+38,211
| New | +$1.51M | 1.36% | 23 |
|
Other funds holding KO
VCM
VPM
Van Hulzen Asset Management's KO Position: Q1 2026 in Review
Van Hulzen Asset Management reduced its Coca-Cola (KO) stake by 0.73% in Q1 2026, selling an estimated $116K and leaving 208,386 shares worth $15.8M. The position accounts for 1.18% of the portfolio, ranked #27.
Van Hulzen Asset Management first reported a position in KO in Q4 2013 and has held it in 49 quarters since. The position peaked at $24.5M in Q1 2023. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Van Hulzen Asset Management held 208,386 shares of Coca-Cola worth $15.8M as of Q1 2026.
- Van Hulzen Asset Management sold 1,541 Coca-Cola shares in Q1 2026, an estimated $116K.
- Coca-Cola made up 1.18% of Van Hulzen Asset Management's portfolio in Q1 2026, its #27 holding.
- Van Hulzen Asset Management first reported a position in Coca-Cola in Q4 2013 and has held it in 49 quarters since.
- Van Hulzen Asset Management's Coca-Cola position peaked at $24.5M in Q1 2023.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.