Wright Investors Service’s Coca-Cola KO Stock Holding History

Wright Investors Service’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	$4.84M	Sell	63,642 -615	-1%	-$46.5K	1.52%	15
2025 Q4	$4.49M	Sell	64,257 -8,519	-12%	-$594K	1.35%	20
2025 Q3	$4.83M	Sell	72,776 -21,925	-23%	-$1.51M	1.4%	18
2025 Q2	$6.7M	Buy	94,701 +4,601	+5%	+$328K	2.02%	12
2025 Q1	$6.45M	Buy	90,100 +1,260	+1%	+$84.1K	2.13%	11
2024 Q4	$5.53M	Sell	88,840 -37,005	-29%	-$2.42M	1.8%	14
2024 Q3	$9.04M	Sell	125,845 -3,148	-2%	-$216K	2.37%	8
2024 Q2	$8.21M	Buy	128,993 +15,258	+13%	+$944K	2.16%	8
2024 Q1	$6.96M	Buy	113,735 +43,714	+62%	+$2.63M	1.76%	11
2023 Q4	$4.13M	Sell	70,021 -952	-1%	-$54.1K	1.16%	24
2023 Q3	$3.97M	Buy	70,973 +29,628	+72%	+$1.78M	1.15%	26
2023 Q2	$2.49M	Sell	41,345 -4,130	-9%	-$257K	0.7%	51
2023 Q1	$2.82M	Sell	45,475 -676	-1%	-$40.9K	0.8%	42
2022 Q4	$2.94M	Buy	46,151 +1,151	+3%	+$69.5K	0.84%	40
2022 Q3	$2.52M	Sell	45,000 -3,439	-7%	-$214K	0.79%	44
2022 Q2	$3.05M	Buy	48,439 +2,397	+5%	+$152K	0.87%	38
2022 Q1	$2.85M	Buy	46,042 +803	+2%	+$48.8K	0.71%	45
2021 Q4	$2.68M	Buy	45,239 +3,413	+8%	+$190K	0.68%	45
2021 Q3	$2.19M	Buy	41,826 +2,682	+7%	+$150K	0.62%	55
2021 Q2	$2.12M	Buy	39,144 +1,652	+4%	+$89.9K	0.57%	58
2021 Q1	$1.98M	Sell	37,492 -33,412	-47%	-$1.68M	0.6%	57
2020 Q4	$3.89M	Buy	70,904 +14,169	+25%	+$733K	1.33%	18
2020 Q3	$2.8M	Buy	56,735 +39,566	+230%	+$1.9M	1%	29
2020 Q2	$767K	Sell	17,169 -17,132	-50%	-$789K	0.29%	89
2020 Q1	$1.52M	Buy	34,301 +9,324	+37%	+$504K	0.65%	47
2019 Q4	$1.38M	Sell	24,977 -8,399	-25%	-$452K	0.47%	65
2019 Q3	$1.82M	Buy	33,376 +5,911	+22%	+$317K	0.65%	51
2019 Q2	$1.4M	Buy	27,465 +6,108	+29%	+$299K	0.53%	56
2019 Q1	$1M	Sell	21,357 -15,512	-42%	-$726K	0.4%	69
2018 Q4	$1.75M	Sell	36,869 -2,471	-6%	-$118K	0.75%	43
2018 Q3	$1.82M	Buy	+39,340	New	+$1.8M	0.66%	51
2017 Q2	–	Sell	-11,217	Closed	-$476K	–	239
2017 Q1	$476K	Hold	11,217	–	–	0.19%	152
2016 Q4	$465K	Buy	11,217 +35	+0.3%	+$1.46K	0.2%	152
2016 Q3	$473K	Hold	11,182	–	–	0.2%	148
2016 Q2	$507K	Hold	11,182	–	–	0.21%	143
2016 Q1	$519K	Sell	11,182 -70	-0.6%	-$3.05K	0.21%	151
2015 Q4	$483K	Sell	11,252 -13,455	-54%	-$571K	0.18%	181
2015 Q3	$991K	Buy	24,707 +4,320	+21%	+$173K	0.45%	75
2015 Q2	$800K	Buy	20,387 +605	+3%	+$24.6K	0.38%	82
2015 Q1	$802K	Sell	19,782 -9,900	-33%	-$414K	0.39%	88
2014 Q4	$1.25M	Buy	29,682 +13,050	+78%	+$557K	0.62%	41
2014 Q3	$710K	Buy	16,632 +40	+0.2%	+$1.65K	0.35%	92
2014 Q2	$703K	Buy	16,592 +470	+3%	+$19.1K	0.32%	104
2014 Q1	$623K	Sell	16,122 -75	-0.5%	-$2.9K	0.28%	120
2013 Q4	$669K	Sell	16,197 -10	-0.1%	-$394	0.29%	114
2013 Q3	$614K	Buy	16,207 +1,720	+12%	+$68K	0.28%	120
2013 Q2	$581K	Buy	+14,487	New	+$600K	0.27%	114

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wright Investors Service's KO Position: Q1 2026 in Review

Wright Investors Service reduced its Coca-Cola (KO) stake by 0.96% in Q1 2026, selling an estimated $46.5K and leaving 63,642 shares worth $4.84M. The position accounts for 1.52% of the portfolio, ranked #15.

Wright Investors Service first reported a position in KO in Q2 2013 and has held it in 47 quarters since. The position peaked at $9.04M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Wright Investors Service held 63,642 shares of Coca-Cola worth $4.84M as of Q1 2026.
Wright Investors Service sold 615 Coca-Cola shares in Q1 2026, an estimated $46.5K.
Coca-Cola made up 1.52% of Wright Investors Service's portfolio in Q1 2026, its #15 holding.
Wright Investors Service first reported a position in Coca-Cola in Q2 2013 and has held it in 47 quarters since.
Wright Investors Service's Coca-Cola position peaked at $9.04M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.