FWCM
KO icon

Ferguson Wellman Capital Management’s Coca-Cola KO Stock Holding History

Ferguson Wellman Capital 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
Q2 		$2.44M Buy
29,983
+625
+2% +$49.4K 0.03% 163
2026
Q1 		$2.23M Sell
29,358
-1,722
-6% -$130K 0.03% 161
2025
Q4 		$2.17M Sell
31,080
-8,284
-21% -$578K 0.03% 135
2025
Q3 		$2.61M Buy
39,364
+1,434
+4% +$98.7K 0.04% 125
2025
Q2 		$2.68M Sell
37,930
-3,431
-8% -$244K 0.05% 118
2025
Q1 		$2.96M Buy
41,361
+14,982
+57% +$1M 0.06% 116
2024
Q4 		$1.64M Buy
26,379
+1,104
+4% +$72.1K 0.03% 149
2024
Q3 		$1.82M Sell
25,275
-135
-0.5% -$9.24K 0.04% 141
2024
Q2 		$1.62M Sell
25,410
-3,010
-11% -$186K 0.03% 144
2024
Q1 		$1.74M Buy
28,420
+256
+0.9% +$15.4K 0.04% 145
2023
Q4 		$1.66M Buy
28,164
+2,650
+10% +$151K 0.04% 149
2023
Q3 		$1.43M Sell
25,514
-82
-0.3% -$4.92K 0.04% 147
2023
Q2 		$1.54M Buy
25,596
+1,470
+6% +$91.5K 0.04% 155
2023
Q1 		$1.5M Sell
24,126
-98
-0.4% -$5.93K 0.04% 156
2022
Q4 		$1.54M Buy
24,224
+4,959
+26% +$299K 0.04% 158
2022
Q3 		$1.08M Sell
19,265
-818
-4% -$50.8K 0.04% 154
2022
Q2 		$1.26M Sell
20,083
-617
-3% -$39.1K 0.05% 154
2022
Q1 		$1.28M Sell
20,700
-350
-2% -$21.3K 0.04% 167
2021
Q4 		$1.25M Sell
21,050
-10,909
-34% -$607K 0.04% 163
2021
Q3 		$1.68M Buy
31,959
+207
+0.7% +$11.5K 0.05% 148
2021
Q2 		$1.72M Buy
31,752
+42
+0.1% +$2.29K 0.06% 144
2021
Q1 		$1.67M Sell
31,710
-4,050
-11% -$204K 0.06% 140
2020
Q4 		$1.96M Sell
35,760
-212
-0.6% -$11K 0.05% 185
2020
Q3 		$1.78M Buy
35,972
+9,714
+37% +$467K 0.05% 173
2020
Q2 		$1.17M Sell
26,258
-408
-2% -$18.8K 0.04% 191
2020
Q1 		$1.18M Sell
26,666
-300
-1% -$16.2K 0.04% 179
2019
Q4 		$1.49M Sell
26,966
-100
-0.4% -$5.38K 0.04% 191
2019
Q3 		$1.47M Sell
27,066
-1,590
-6% -$85.1K 0.05% 184
2019
Q2 		$1.46M Sell
28,656
-12,001
-30% -$588K 0.05% 179
2019
Q1 		$1.91M Sell
40,657
-559
-1% -$26.1K 0.06% 165
2018
Q4 		$1.95M Sell
41,216
-960
-2% -$45.9K 0.07% 163
2018
Q3 		$1.95M Sell
42,176
-1,867
-4% -$85.3K 0.06% 158
2018
Q2 		$1.93M Sell
44,043
-910
-2% -$39.3K 0.07% 166
2018
Q1 		$1.95M Sell
44,953
-448
-1% -$20.1K 0.07% 168
2017
Q4 		$2.08M Sell
45,401
-608
-1% -$27.9K 0.07% 163
2017
Q3 		$2.07M Sell
46,009
-982
-2% -$44.7K 0.07% 161
2017
Q2 		$2.11M Sell
46,991
-1,344
-3% -$59.4K 0.08% 153
2017
Q1 		$2.05M Sell
48,335
-2,557
-5% -$107K 0.08% 154
2016
Q4 		$2.11M Buy
50,892
+1,760
+4% +$73.2K 0.09% 154
2016
Q3 		$2.08M Sell
49,132
-2,286
-4% -$100K 0.09% 143
2016
Q2 		$2.33M Buy
51,418
+8,498
+20% +$384K 0.1% 137
2016
Q1 		$1.99M Buy
42,920
+3,544
+9% +$154K 0.08% 141
2015
Q4 		$1.69M Buy
39,376
+3,450
+10% +$146K 0.07% 175
2015
Q3 		$1.44M Buy
35,926
+420
+1% +$16.8K 0.06% 176
2015
Q2 		$1.39M Sell
35,506
-2,700
-7% -$110K 0.06% 186
2015
Q1 		$1.55M Buy
38,206
+2,881
+8% +$120K 0.06% 185
2014
Q4 		$1.49M Sell
35,325
-785
-2% -$33.5K 0.06% 188
2014
Q3 		$1.54M Buy
36,110
+2,455
+7% +$101K 0.07% 176
2014
Q2 		$1.43M Buy
33,655
+2,341
+7% +$95K 0.06% 182
2014
Q1 		$1.21M Buy
31,314
+1,490
+5% +$57.6K 0.05% 188
2013
Q4 		$1.23M Sell
29,824
-1,100
-4% -$43.4K 0.06% 179
2013
Q3 		$1.17M Sell
30,924
-400
-1% -$15.8K 0.06% 171
2013
Q2 		$1.26M Buy
+31,324
New +$1.3M 0.1% 89

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Ferguson Wellman Capital Management's KO Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $49.4K and bringing the position to 29,983 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #163.

Ferguson Wellman Capital Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.96M in Q1 2025. 1,333 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ferguson Wellman Capital Management held 29,983 shares of Coca-Cola worth $2.44M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 625 Coca-Cola shares in Q2 2026, an estimated $49.4K.
  • Coca-Cola made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #163 holding.
  • Ferguson Wellman Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Coca-Cola position peaked at $2.96M in Q1 2025.
  • 1,333 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.