JWCA
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J.W. Coons Advisors’s Coca-Cola KO Stock Holding History

J.W. Coons Advisors’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
2025
Q2 		$842K Sell
11,908
-100
-0.8% -$7.12K 0.19% 113
2025
Q1 		$860K Buy
12,008
+970
+9% +$64.8K 0.23% 101
2024
Q4 		$687K Sell
11,038
-160
-1% -$10.4K 0.18% 118
2024
Q3 		$805K Hold
11,198
– – 0.2% 110
2024
Q2 		$713K Hold
11,198
– – 0.17% 112
2024
Q1 		$685K Buy
11,198
+300
+3% +$18K 0.15% 121
2023
Q4 		$642K Hold
10,898
– – 0.17% 124
2023
Q3 		$610K Sell
10,898
-600
-5% -$36K 0.18% 122
2023
Q2 		$692K Buy
11,498
+30
+0.3% +$1.87K 0.19% 117
2023
Q1 		$711K Sell
11,468
-200
-2% -$12.1K 0.2% 115
2022
Q4 		$742K Buy
11,668
+390
+3% +$23.5K 0.22% 107
2022
Q3 		$632K Buy
11,278
+600
+6% +$37.3K 0.24% 111
2022
Q2 		$671K Sell
10,678
-100
-0.9% -$6.34K 0.24% 112
2022
Q1 		$668K Buy
10,778
+2,874
+36% +$175K 0.2% 125
2021
Q4 		$468K Hold
7,904
– – 0.14% 154
2021
Q3 		$414K Sell
7,904
-2,019
-20% -$113K 0.14% 156
2021
Q2 		$536K Hold
9,923
– – 0.19% 132
2021
Q1 		$525K Sell
9,923
-275
-3% -$13.8K 0.19% 134
2020
Q4 		$559K Sell
10,198
-205
-2% -$10.6K 0.21% 116
2020
Q3 		$514K Sell
10,403
-241
-2% -$11.6K 0.21% 118
2020
Q2 		$477K Buy
10,644
+2
+0% +$92 0.21% 119
2020
Q1 		$471K Buy
+10,642
New +$575K 0.25% 106

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

J.W. Coons Advisors's KO Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Coca-Cola (KO) stake by 0.83% in Q2 2025, selling an estimated $7.12K and leaving 11,908 shares worth $842K. The position accounts for 0.19% of the portfolio, ranked #113.

J.W. Coons Advisors first reported a position in KO in Q1 2020 and has held it in 22 quarters since. The position peaked at $860K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • J.W. Coons Advisors held 11,908 shares of Coca-Cola worth $842K as of Q2 2025.
  • J.W. Coons Advisors sold 100 Coca-Cola shares in Q2 2025, an estimated $7.12K.
  • Coca-Cola made up 0.19% of J.W. Coons Advisors's portfolio in Q2 2025, its #113 holding.
  • J.W. Coons Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Coca-Cola position peaked at $860K in Q1 2025.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.