Godshalk Welsh Capital Management’s Coca-Cola KO Stock Holding History

Godshalk Welsh 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 Q1	$297K	Hold	3,900	–	–	0.17%	109
2025 Q4	$273K	Hold	3,900	–	–	0.16%	112
2025 Q3	$259K	Hold	3,900	–	–	0.15%	114
2025 Q2	$276K	Sell	3,900 -200	-5%	-$14.2K	0.17%	113
2025 Q1	$294K	Hold	4,100	–	–	0.19%	103
2024 Q4	$255K	Hold	4,100	–	–	0.16%	107
2024 Q3	$295K	Hold	4,100	–	–	0.19%	104
2024 Q2	$261K	Hold	4,100	–	–	0.17%	108
2024 Q1	$251K	Hold	4,100	–	–	0.17%	110
2023 Q4	$242K	Hold	4,100	–	–	0.17%	109
2023 Q3	$230K	Hold	4,100	–	–	0.17%	110
2023 Q2	$247K	Hold	4,100	–	–	0.17%	108
2023 Q1	$254K	Hold	4,100	–	–	0.18%	106
2022 Q4	$261K	Sell	4,100 -436	-10%	-$26.3K	0.19%	101
2022 Q3	$254K	Buy	4,536 +436	+11%	+$27.1K	0.19%	100
2022 Q2	$258K	Sell	4,100 -50	-1%	-$3.17K	0.19%	104
2022 Q1	$257K	Hold	4,150	–	–	0.16%	110
2021 Q4	$246K	Hold	4,150	–	–	0.14%	112
2021 Q3	$218K	Hold	4,150	–	–	0.14%	113
2021 Q2	$234K	Hold	4,150	–	–	0.15%	114
2021 Q1	$219K	Hold	4,150	–	–	0.15%	112
2020 Q4	$228K	Hold	4,150	–	–	0.17%	107
2020 Q3	$205K	Buy	+4,150	New	+$200K	0.17%	104
2020 Q1	–	Sell	-4,150	Closed	-$230K	–	108
2019 Q4	$230K	Hold	4,150	–	–	0.19%	103
2019 Q3	$226K	Hold	4,150	–	–	0.2%	101
2019 Q2	$211K	Sell	4,150 -300	-7%	-$14.7K	0.2%	103
2019 Q1	$209K	Hold	4,450	–	–	0.2%	103
2018 Q4	$211K	Hold	4,450	–	–	0.24%	99
2018 Q3	$206K	Sell	4,450 -100	-2%	-$4.57K	0.2%	108
2018 Q2	$200K	Buy	+4,550	New	+$197K	0.21%	108
2018 Q1	–	Sell	-4,550	Closed	-$209K	–	112
2017 Q4	$209K	Sell	4,550 -1,250	-22%	-$57.5K	0.21%	117
2017 Q3	$261K	Sell	5,800 -100	-2%	-$4.55K	0.26%	114
2017 Q2	$265K	Sell	5,900 -150	-2%	-$6.63K	0.26%	113
2017 Q1	$257K	Sell	6,050 -100	-2%	-$4.17K	0.25%	111
2016 Q4	$255K	Hold	6,150	–	–	0.26%	111
2016 Q3	$260K	Hold	6,150	–	–	0.27%	111
2016 Q2	$297K	Hold	6,150	–	–	0.31%	104
2016 Q1	$285K	Sell	6,150 -200	-3%	-$8.7K	0.3%	108
2015 Q4	$273K	Hold	6,350	–	–	0.28%	112
2015 Q3	$255K	Buy	6,350 +600	+10%	+$24K	0.28%	120
2015 Q2	$226K	Buy	+5,750	New	+$234K	0.23%	133
2015 Q1	–	Sell	-8,450	Closed	-$357K	–	192
2014 Q4	$357K	Buy	+8,450	New	+$361K	0.33%	105

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

Godshalk Welsh Capital Management's KO Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its Coca-Cola (KO) position steady in Q1 2026 at 3,900 shares worth $297K. The position accounts for 0.17% of the portfolio, ranked #109.

Godshalk Welsh Capital Management first reported a position in KO in Q4 2014 and has held it in 42 quarters since. The position peaked at $357K in Q4 2014. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Godshalk Welsh Capital Management held 3,900 shares of Coca-Cola worth $297K as of Q1 2026.
Godshalk Welsh Capital Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.17% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #109 holding.
Godshalk Welsh Capital Management first reported a position in Coca-Cola in Q4 2014 and has held it in 42 quarters since.
Godshalk Welsh Capital Management's Coca-Cola position peaked at $357K in Q4 2014.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.