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Zuckerman Investment Group’s Coca-Cola KO Stock Holding History

Zuckerman Investment Group’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 		$317K Hold
4,163
– – 0.03% 111
2025
Q4 		$291K Sell
4,163
-335
-7% -$23.4K 0.03% 110
2025
Q3 		$298K Sell
4,498
-45
-1% -$3.1K 0.03% 126
2025
Q2 		$321K Hold
4,543
– – 0.03% 125
2025
Q1 		$325K Sell
4,543
-95
-2% -$6.34K 0.03% 128
2024
Q4 		$294K Sell
4,638
-196
-4% -$12.8K 0.03% 128
2024
Q3 		$347K Sell
4,834
-954
-16% -$65.3K 0.04% 113
2024
Q2 		$368K Buy
5,788
+620
+12% +$38.4K 0.04% 109
2024
Q1 		$316K Buy
5,168
+173
+3% +$10.4K 0.04% 114
2023
Q4 		$294K Sell
4,995
-27
-0.5% -$1.53K 0.04% 106
2023
Q3 		$281K Sell
5,022
-298
-6% -$17.9K 0.04% 107
2023
Q2 		$320K Buy
5,320
+140
+3% +$8.71K 0.05% 101
2023
Q1 		$321K Sell
5,180
-235
-4% -$14.2K 0.05% 96
2022
Q4 		$344K Sell
5,415
-450
-8% -$27.2K 0.05% 99
2022
Q3 		$329K Sell
5,865
-182
-3% -$11.3K 0.06% 90
2022
Q2 		$380K Buy
6,047
+167
+3% +$10.6K 0.07% 78
2022
Q1 		$365K Sell
5,880
-1,770
-23% -$108K 0.06% 84
2021
Q4 		$453K Buy
7,650
+120
+2% +$6.68K 0.07% 80
2021
Q3 		$395K Buy
7,530
+480
+7% +$26.8K 0.07% 86
2021
Q2 		$381K Buy
7,050
+1,980
+39% +$108K 0.06% 88
2021
Q1 		$267K Buy
+5,070
New +$255K 0.04% 95
2015
Q1 		– Sell
-8,500
Closed -$359K – 59
2014
Q4 		$359K Sell
8,500
-358,525
-98% -$15.3M 0.08% 48
2014
Q3 		$15.7M Buy
367,025
+24,583
+7% +$1.02M 3.26% 14
2014
Q2 		$14.5M Buy
342,442
+333,540
+3,747% +$13.5M 3.13% 14
2014
Q1 		$344K Hold
8,902
– – 0.08% 38
2013
Q4 		$368K Buy
8,902
+402
+5% +$15.9K 0.09% 41
2013
Q3 		$322K Hold
8,500
– – 0.08% 43
2013
Q2 		$341K Buy
+8,500
New +$352K 0.09% 41

Other funds holding KO

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

Zuckerman Investment Group's KO Position: Q1 2026 in Review

Zuckerman Investment Group held its Coca-Cola (KO) position steady in Q1 2026 at 4,163 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #111.

Zuckerman Investment Group first reported a position in KO in Q2 2013 and has held it in 28 quarters since. The position peaked at $15.7M in Q3 2014. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Zuckerman Investment Group held 4,163 shares of Coca-Cola worth $317K as of Q1 2026.
  • Zuckerman Investment Group left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.03% of Zuckerman Investment Group's portfolio in Q1 2026, its #111 holding.
  • Zuckerman Investment Group first reported a position in Coca-Cola in Q2 2013 and has held it in 28 quarters since.
  • Zuckerman Investment Group's Coca-Cola position peaked at $15.7M in Q3 2014.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.