BW
KO icon

Blalock Williams’s Coca-Cola KO Stock Holding History

Blalock Williams’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 		$319K Buy
4,190
+498
+13% +$37.6K 0.25% 91
2025
Q4 		$258K Buy
+3,692
New +$257K 0.21% 111
2025
Q3 		– Sell
-3,460
Closed -$245K – 140
2025
Q2 		$245K Buy
+3,460
New +$246K 0.24% 104

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

Blalock Williams's KO Position: Q1 2026 in Review

Blalock Williams increased its Coca-Cola (KO) stake by 13% in Q1 2026, buying an estimated $37.6K and bringing the position to 4,190 shares worth $319K. The position accounts for 0.25% of the portfolio, ranked #91.

Blalock Williams first reported a position in KO in Q2 2025 and has held it in 3 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Blalock Williams held 4,190 shares of Coca-Cola worth $319K as of Q1 2026.
  • Blalock Williams bought 498 Coca-Cola shares in Q1 2026, an estimated $37.6K.
  • Coca-Cola made up 0.25% of Blalock Williams's portfolio in Q1 2026, its #91 holding.
  • Blalock Williams first reported a position in Coca-Cola in Q2 2025 and has held it in 3 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.