Zevin Asset Management’s Coca-Cola KO Stock Holding History

Zevin Asset 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	$471K	Hold	6,187	–	–	0.07%	64
2025 Q4	$433K	Buy	6,187 +1,131	+22%	+$78.8K	0.06%	71
2025 Q3	$335K	Buy	5,056 +1,223	+32%	+$84.2K	0.05%	73
2025 Q2	$271K	Sell	3,833 -10	-0.3%	-$712	0.04%	75
2025 Q1	$275K	Sell	3,843 -55	-1%	-$3.67K	0.04%	70
2024 Q4	$243K	Buy	3,898 +55	+1%	+$3.59K	0.04%	77
2024 Q3	$276K	Buy	3,843 +10	+0.3%	+$685	0.04%	67
2024 Q2	$244K	Hold	3,833	–	–	0.04%	65
2024 Q1	$235K	Hold	3,833	–	–	0.04%	73
2023 Q4	$226K	Buy	+3,833	New	+$218K	0.04%	82
2023 Q3	–	Sell	-3,440	Closed	-$207K	–	90
2023 Q2	$207K	Hold	3,440	–	–	0.04%	74
2023 Q1	$213K	Hold	3,440	–	–	0.04%	76
2022 Q4	$219K	Buy	+3,440	New	+$208K	0.05%	68
2022 Q3	–	Sell	-3,440	Closed	-$216K	–	81
2022 Q2	$216K	Hold	3,440	–	–	0.05%	72
2022 Q1	$213K	Hold	3,440	–	–	0.04%	84
2021 Q4	$204K	Buy	+3,440	New	+$192K	0.04%	91
2018 Q1	–	Sell	-4,644	Closed	-$213K	–	126
2017 Q4	$213K	Hold	4,644	–	–	0.05%	123
2017 Q3	$209K	Hold	4,644	–	–	0.05%	122
2017 Q2	$208K	Sell	4,644 -370	-7%	-$16.3K	0.05%	115
2017 Q1	$213K	Buy	+5,014	New	+$209K	0.05%	109
2016 Q3	–	Sell	-4,644	Closed	-$211K	–	119
2016 Q2	$211K	Hold	4,644	–	–	0.06%	114
2016 Q1	$215K	Buy	+4,644	New	+$202K	0.06%	112

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

Zevin Asset Management's KO Position: Q1 2026 in Review

Zevin Asset Management held its Coca-Cola (KO) position steady in Q1 2026 at 6,187 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #64.

Zevin Asset Management first reported a position in KO in Q1 2016 and has held it in 22 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Zevin Asset Management held 6,187 shares of Coca-Cola worth $471K as of Q1 2026.
Zevin Asset Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.07% of Zevin Asset Management's portfolio in Q1 2026, its #64 holding.
Zevin Asset Management first reported a position in Coca-Cola in Q1 2016 and has held it in 22 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.