Van Strum & Towne’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 | $247K | Buy |
3,249
+3
| +0.1% | +$227 | 0.07% | 103 |
|
|
2025
Q4 | $227K | Hold |
3,246
| – | – | 0.06% | 108 |
|
|
2025
Q3 | $215K | Hold |
3,246
| – | – | 0.06% | 109 |
|
|
2025
Q2 | $230K | Hold |
3,246
| – | – | 0.07% | 106 |
|
|
2025
Q1 | $232K | Hold |
3,246
| – | – | 0.08% | 107 |
|
|
2024
Q4 | $202K | Hold |
3,246
| – | – | 0.07% | 106 |
|
|
2024
Q3 | $233K | Hold |
3,246
| – | – | 0.08% | 99 |
|
|
2024
Q2 | $207K | Buy |
+3,246
| New | +$201K | 0.08% | 101 |
|
|
2021
Q2 | – | Sell |
-4,125
| Closed | -$217K | – | 99 |
|
|
2021
Q1 | $217K | Hold |
4,125
| – | – | 0.11% | 92 |
|
|
2020
Q4 | $226K | Hold |
4,125
| – | – | 0.13% | 85 |
|
|
2020
Q3 | $204K | Buy |
+4,125
| New | +$198K | 0.13% | 82 |
|
|
2020
Q1 | – | Sell |
-4,125
| Closed | -$228K | – | 74 |
|
|
2019
Q4 | $228K | Hold |
4,125
| – | – | 0.14% | 70 |
|
|
2019
Q3 | $225K | Hold |
4,125
| – | – | 0.15% | 68 |
|
|
2019
Q2 | $210K | Buy |
+4,125
| New | +$202K | 0.15% | 69 |
|
|
2018
Q2 | – | Sell |
-5,200
| Closed | -$226K | – | 68 |
|
|
2018
Q1 | $226K | Hold |
5,200
| – | – | 0.16% | 63 |
|
|
2017
Q4 | $239K | Hold |
5,200
| – | – | 0.16% | 67 |
|
|
2017
Q3 | $234K | Hold |
5,200
| – | – | 0.15% | 67 |
|
|
2017
Q2 | $233K | Hold |
5,200
| – | – | 0.15% | 67 |
|
|
2017
Q1 | $221K | Hold |
5,200
| – | – | 0.14% | 67 |
|
|
2016
Q4 | $216K | Hold |
5,200
| – | – | 0.14% | 74 |
|
|
2016
Q3 | $220K | Hold |
5,200
| – | – | 0.14% | 68 |
|
|
2016
Q2 | $236K | Hold |
5,200
| – | – | 0.16% | 65 |
|
|
2016
Q1 | $241K | Hold |
5,200
| – | – | 0.16% | 63 |
|
|
2015
Q4 | $223K | Hold |
5,200
| – | – | 0.14% | 65 |
|
|
2015
Q3 | $209K | Hold |
5,200
| – | – | 0.14% | 65 |
|
|
2015
Q2 | $204K | Hold |
5,200
| – | – | 0.13% | 69 |
|
|
2015
Q1 | $211K | Hold |
5,200
| – | – | 0.13% | 68 |
|
|
2014
Q4 | $220K | Sell |
5,200
-85
| -2% | -$3.63K | 0.14% | 67 |
|
|
2014
Q3 | $225K | Buy |
+5,285
| New | +$218K | 0.15% | 59 |
|
Other funds holding KO
VCM
VPM
Van Strum & Towne's KO Position: Q1 2026 in Review
Van Strum & Towne increased its Coca-Cola (KO) stake by 0.09% in Q1 2026, buying an estimated $227 and bringing the position to 3,249 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #103.
Van Strum & Towne first reported a position in KO in Q3 2014 and has held it in 29 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Van Strum & Towne held 3,249 shares of Coca-Cola worth $247K as of Q1 2026.
- Van Strum & Towne bought 3 Coca-Cola shares in Q1 2026, an estimated $227.
- Coca-Cola made up 0.07% of Van Strum & Towne's portfolio in Q1 2026, its #103 holding.
- Van Strum & Towne first reported a position in Coca-Cola in Q3 2014 and has held it in 29 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.