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

Winthrop 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 		$1K Hold
13
– – ﹤0.01% 322
2025
Q4 		$1K Hold
13
– – ﹤0.01% 329
2025
Q3 		$1K Hold
13
– – ﹤0.01% 299
2025
Q2 		$1K Hold
13
– – ﹤0.01% 309
2025
Q1 		$1K Hold
13
– – ﹤0.01% 285
2024
Q4 		$1K Buy
+13
New +$849 ﹤0.01% 298

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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

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

Winthrop Capital Management held its Coca-Cola (KO) position steady in Q1 2026 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Winthrop Capital Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Winthrop Capital Management held 13 shares of Coca-Cola worth $1K as of Q1 2026.
  • Winthrop Capital Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up ﹤0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #322 holding.
  • Winthrop Capital Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.