JWWM
KO icon

Johnson & White Wealth Management’s Coca-Cola KO Stock Holding History

Johnson & White Wealth 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 		$1.2M Sell
14,723
-120
-0.8% -$9.48K 0.45% 49
2026
Q1 		$1.13M Buy
14,843
+83
+0.6% +$6.28K 0.48% 44
2025
Q4 		$1.03M Buy
14,760
+595
+4% +$41.5K 0.45% 49
2025
Q3 		$939K Sell
14,165
-73
-0.5% -$5.02K 0.43% 49
2025
Q2 		$1.01M Sell
14,238
-52
-0.4% -$3.7K 0.51% 45
2025
Q1 		$1.02M Buy
14,290
+293
+2% +$19.6K 0.57% 42
2024
Q4 		$866K Buy
+13,997
New +$914K 0.52% 44
2024
Q2 		– Sell
-12,179
Closed -$745K – 70
2024
Q1 		$745K Buy
12,179
+1,357
+13% +$81.5K 0.54% 47
2023
Q4 		$638K Buy
10,822
+650
+6% +$36.9K 0.53% 45
2023
Q3 		$569K Buy
+10,172
New +$610K 0.51% 47
2023
Q2 		– Sell
-10,007
Closed -$621K – 56
2023
Q1 		$621K Buy
+10,007
New +$606K 0.55% 44
2022
Q4 		– Sell
-9,964
Closed -$558K – 101
2022
Q3 		$558K Buy
+9,964
New +$619K 0.63% 37

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Johnson & White Wealth Management's KO Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Coca-Cola (KO) stake by 0.81% in Q2 2026, selling an estimated $9.48K and leaving 14,723 shares worth $1.2M. The position accounts for 0.45% of the portfolio, ranked #49.

Johnson & White Wealth Management first reported a position in KO in Q3 2022 and has held it in 12 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Johnson & White Wealth Management held 14,723 shares of Coca-Cola worth $1.2M as of Q2 2026.
  • Johnson & White Wealth Management sold 120 Coca-Cola shares in Q2 2026, an estimated $9.48K.
  • Coca-Cola made up 0.45% of Johnson & White Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Johnson & White Wealth Management first reported a position in Coca-Cola in Q3 2022 and has held it in 12 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.