Boyd Watterson Asset Management’s Coca-Cola KO Stock Holding History

Boyd Watterson 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	$1.66M	Sell	21,856 -1,480	-6%	-$112K	0.51%	49
2025 Q4	$1.63M	Sell	23,336 -15	-0.1%	-$1.05K	0.47%	48
2025 Q3	$1.55M	Sell	23,351 -829	-3%	-$57.1K	0.46%	52
2025 Q2	$1.71M	Sell	24,180 -177	-0.7%	-$12.6K	0.54%	49
2025 Q1	$1.74M	Sell	24,357 -165	-0.7%	-$11K	0.56%	52
2024 Q4	$1.53M	Hold	24,522	–	–	0.42%	54
2024 Q3	$1.76M	Sell	24,522 -41	-0.2%	-$2.81K	0.48%	48
2024 Q2	$1.56M	Hold	24,563	–	–	0.45%	49
2024 Q1	$1.5M	Hold	24,563	–	–	0.54%	49
2023 Q4	$1.45M	Hold	24,563	–	–	0.57%	45
2023 Q3	$1.38M	Sell	24,563 -5	-0%	-$300	0.6%	44
2023 Q2	$1.48M	Sell	24,568 -1,058	-4%	-$65.8K	0.59%	44
2023 Q1	$1.59M	Hold	25,626	–	–	0.65%	40
2022 Q4	$1.63M	Buy	25,626 +1,054	+4%	+$63.6K	0.67%	38
2022 Q3	$1.38M	Sell	24,572 -37	-0.2%	-$2.3K	0.63%	41
2022 Q2	$1.55M	Sell	24,609 -6,054	-20%	-$384K	0.66%	39
2022 Q1	$1.9M	Hold	30,663	–	–	0.69%	38
2021 Q4	$1.82M	Sell	30,663 -53	-0.2%	-$2.95K	0.6%	45
2021 Q3	$1.61M	Sell	30,716 -1,000	-3%	-$55.7K	0.59%	51
2021 Q2	$1.72M	Sell	31,716 -46	-0.1%	-$2.5K	0.69%	51
2021 Q1	$1.67M	Sell	31,762 -925	-3%	-$46.6K	0.73%	46
2020 Q4	$1.79M	Sell	32,687 -253	-0.8%	-$13.1K	0.85%	34
2020 Q3	$1.63M	Buy	32,940 +7,000	+27%	+$337K	0.9%	32
2020 Q2	$1.16M	Hold	25,940	–	–	0.78%	41
2020 Q1	$1.15M	Sell	25,940 -100	-0.4%	-$5.4K	0.94%	35
2019 Q4	$1.44M	Sell	26,040 -100	-0.4%	-$5.38K	0.95%	28
2019 Q3	$1.42M	Hold	26,140	–	–	1%	29
2019 Q2	$1.33M	Sell	26,140 -1,183	-4%	-$58K	0.91%	33
2019 Q1	$1.28M	Buy	27,323 +838	+3%	+$39.2K	0.81%	36
2018 Q4	$1.25M	Sell	26,485 -2,479	-9%	-$119K	0.92%	37
2018 Q3	$1.34M	Hold	28,964	–	–	0.76%	41
2018 Q2	$1.27M	Sell	28,964 -150	-0.5%	-$6.48K	0.73%	41
2018 Q1	$1.26M	Sell	29,114 -581	-2%	-$26.1K	0.63%	42
2017 Q4	$1.36M	Buy	29,695 +210	+0.7%	+$9.65K	0.66%	42
2017 Q3	$1.33M	Buy	29,485 +95	+0.3%	+$4.32K	0.66%	44
2017 Q2	$1.32M	Buy	29,390 +697	+2%	+$30.8K	0.67%	43
2017 Q1	$1.22M	Sell	28,693 -305	-1%	-$12.7K	0.61%	47
2016 Q4	$1.2M	Sell	28,998 -191	-0.7%	-$7.95K	0.64%	50
2016 Q3	$1.24M	Sell	29,189 -45	-0.2%	-$1.97K	0.6%	52
2016 Q2	$1.32M	Sell	29,234 -600	-2%	-$27.1K	0.63%	46
2016 Q1	$1.38M	Hold	29,834	–	–	0.67%	46
2015 Q4	$1.28M	Hold	29,834	–	–	0.61%	53
2015 Q3	$1.2M	Sell	29,834 -1	-0%	-$40	0.51%	61
2015 Q2	$1.17M	Buy	29,835 +1,000	+3%	+$40.7K	0.46%	62
2015 Q1	$1.17M	Sell	28,835 -14,386	-33%	-$602K	0.47%	63
2014 Q4	$1.82M	Sell	43,221 -4,572	-10%	-$195K	0.78%	40
2014 Q3	$2.04M	Sell	47,793 -398	-0.8%	-$16.5K	0.89%	34
2014 Q2	$2.04M	Sell	48,191 -1,478	-3%	-$60K	0.88%	32
2014 Q1	$1.92M	Sell	49,669 -226	-0.5%	-$8.73K	0.9%	32
2013 Q4	$2.06M	Buy	49,895 +13,138	+36%	+$518K	0.96%	30
2013 Q3	$1.39M	Sell	36,757 -3,952	-10%	-$156K	0.66%	38
2013 Q2	$1.63M	Buy	+40,709	New	+$1.69M	0.83%	31

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

Boyd Watterson Asset Management's KO Position: Q1 2026 in Review

Boyd Watterson Asset Management reduced its Coca-Cola (KO) stake by 6.3% in Q1 2026, selling an estimated $112K and leaving 21,856 shares worth $1.66M. The position accounts for 0.51% of the portfolio, ranked #49.

Boyd Watterson Asset Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.06M in Q4 2013. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Boyd Watterson Asset Management held 21,856 shares of Coca-Cola worth $1.66M as of Q1 2026.
Boyd Watterson Asset Management sold 1,480 Coca-Cola shares in Q1 2026, an estimated $112K.
Coca-Cola made up 0.51% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #49 holding.
Boyd Watterson Asset Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Boyd Watterson Asset Management's Coca-Cola position peaked at $2.06M in Q4 2013.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.