Johnson Financial Group Inc (Wisconsin)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Buy |
15,251
+62
| +0.4% | +$4.69K | 0.04% | 158 |
|
|
2025
Q4 | $1.06M | Buy |
15,189
+954
| +7% | +$66.5K | 0.04% | 160 |
|
|
2025
Q3 | $951K | Buy |
14,235
+3,321
| +30% | +$229K | 0.04% | 182 |
|
|
2025
Q2 | $778K | Buy |
10,914
+654
| +6% | +$46.6K | 0.04% | 174 |
|
|
2025
Q1 | $740K | Sell |
10,260
-2,843
| -22% | -$190K | 0.04% | 180 |
|
|
2024
Q4 | $832K | Buy |
13,103
+5,533
| +73% | +$361K | 0.04% | 161 |
|
|
2024
Q3 | $548K | Buy |
7,570
+842
| +13% | +$57.7K | 0.03% | 223 |
|
|
2024
Q2 | $432K | Buy |
6,728
+4,007
| +147% | +$248K | 0.02% | 226 |
|
|
2024
Q1 | $168K | Sell |
2,721
-7,846
| -74% | -$471K | 0.01% | 314 |
|
|
2023
Q4 | $623K | Buy |
10,567
+5,470
| +107% | +$311K | 0.03% | 162 |
|
|
2023
Q3 | $287K | Buy |
5,097
+1,392
| +38% | +$83.5K | 0.02% | 218 |
|
|
2023
Q2 | $225K | Sell |
3,705
-24
| -0.6% | -$1.49K | 0.02% | 256 |
|
|
2023
Q1 | $232K | Buy |
3,729
+941
| +34% | +$57K | 0.02% | 258 |
|
|
2022
Q4 | $177K | Buy |
2,788
+182
| +7% | +$11K | 0.01% | 255 |
|
|
2022
Q3 | $149K | Sell |
2,606
-1,437
| -36% | -$89.3K | 0.01% | 267 |
|
|
2022
Q2 | $255K | Buy |
4,043
+175
| +5% | +$11.1K | 0.02% | 219 |
|
|
2022
Q1 | $240K | Hold |
3,868
| – | – | 0.02% | 251 |
|
|
2021
Q4 | $229K | Sell |
3,868
-2,865
| -43% | -$160K | 0.01% | 263 |
|
|
2021
Q3 | $353K | Sell |
6,733
-1,269
| -16% | -$70.7K | 0.02% | 209 |
|
|
2021
Q2 | $433K | Sell |
8,002
-4,618
| -37% | -$251K | 0.03% | 198 |
|
|
2021
Q1 | $665K | Sell |
12,620
-851
| -6% | -$42.8K | 0.04% | 158 |
|
|
2020
Q4 | $738K | Buy |
13,471
+3,733
| +38% | +$193K | 0.06% | 130 |
|
|
2020
Q3 | $480K | Buy |
9,738
+3,116
| +47% | +$150K | 0.05% | 149 |
|
|
2020
Q2 | $296K | Sell |
6,622
-14,219
| -68% | -$655K | 0.03% | 159 |
|
|
2020
Q1 | $922K | Sell |
20,841
-531
| -2% | -$28.7K | 0.11% | 93 |
|
|
2019
Q4 | $1.18M | Buy |
21,372
+10,669
| +100% | +$574K | 0.11% | 94 |
|
|
2019
Q3 | $583K | Buy |
10,703
+1,127
| +12% | +$60.3K | 0.05% | 160 |
|
|
2019
Q2 | $488K | Sell |
9,576
-4,320
| -31% | -$212K | 0.04% | 173 |
|
|
2019
Q1 | $651K | Buy |
13,896
+434
| +3% | +$20.3K | 0.06% | 149 |
|
|
2018
Q4 | $637K | Sell |
13,462
-612
| -4% | -$29.3K | 0.07% | 148 |
|
|
2018
Q3 | $650K | Buy |
14,074
+1,718
| +14% | +$78.5K | 0.07% | 157 |
|
|
2018
Q2 | $542K | Sell |
12,356
-654
| -5% | -$28.2K | 0.06% | 161 |
|
|
2018
Q1 | $565K | Buy |
13,010
+306
| +2% | +$13.7K | 0.07% | 157 |
|
|
2017
Q4 | $583K | Buy |
12,704
+1,059
| +9% | +$48.7K | 0.07% | 163 |
|
|
2017
Q3 | $524K | Sell |
11,645
-1,022
| -8% | -$46.5K | 0.07% | 156 |
|
|
2017
Q2 | $568K | Sell |
12,667
-62,959
| -83% | -$2.78M | 0.08% | 157 |
|
|
2017
Q1 | $3.21M | Sell |
75,626
-12,493
| -14% | -$521K | 0.4% | 57 |
|
|
2016
Q4 | $3.65M | Buy |
88,119
+3,185
| +4% | +$133K | 0.5% | 44 |
|
|
2016
Q3 | $3.6M | Sell |
84,934
-3,519
| -4% | -$154K | 0.48% | 45 |
|
|
2016
Q2 | $4.01M | Buy |
88,453
+11,697
| +15% | +$529K | 0.56% | 40 |
|
|
2016
Q1 | $3.56M | Buy |
76,756
+34,561
| +82% | +$1.5M | 0.71% | 32 |
|
|
2015
Q4 | $1.81M | Buy |
42,195
+3,662
| +10% | +$155K | 0.38% | 65 |
|
|
2015
Q3 | $1.55M | Buy |
38,533
+857
| +2% | +$34.3K | 0.34% | 68 |
|
|
2015
Q2 | $1.48M | Buy |
37,676
+1,005
| +3% | +$40.9K | 0.31% | 80 |
|
|
2015
Q1 | $1.49M | Sell |
36,671
-1,369
| -4% | -$57.3K | 0.32% | 73 |
|
|
2014
Q4 | $1.6M | Sell |
38,040
-527
| -1% | -$22.5K | 0.37% | 66 |
|
|
2014
Q3 | $1.65M | Buy |
38,567
+999
| +3% | +$41.3K | 0.43% | 59 |
|
|
2014
Q2 | $1.59M | Buy |
37,568
+1,358
| +4% | +$55.1K | 0.42% | 59 |
|
|
2014
Q1 | $1.4M | Buy |
36,210
+13,883
| +62% | +$536K | 0.41% | 64 |
|
|
2013
Q4 | $922K | Sell |
22,327
-13,549
| -38% | -$534K | 0.27% | 93 |
|
|
2013
Q3 | $1.36M | Buy |
35,876
+1,031
| +3% | +$40.8K | 0.41% | 56 |
|
|
2013
Q2 | $1.4M | Buy |
+34,845
| New | +$1.44M | 0.39% | 53 |
|
Other funds holding KO
VCM
VPM
Johnson Financial Group Inc (Wisconsin)'s KO Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) increased its Coca-Cola (KO) stake by 0.41% in Q1 2026, buying an estimated $4.69K and bringing the position to 15,251 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #158.
Johnson Financial Group Inc (Wisconsin) first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.01M in Q2 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) held 15,251 shares of Coca-Cola worth $1.17M as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) bought 62 Coca-Cola shares in Q1 2026, an estimated $4.69K.
- Coca-Cola made up 0.04% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #158 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s Coca-Cola position peaked at $4.01M in Q2 2016.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.