Kelly Lawrence W & Associates’s Coca-Cola KO Stock Holding History

Kelly Lawrence W & Associates’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	$527K	Hold	6,931	–	–	0.15%	60
2025 Q4	$485K	Hold	6,931	–	–	0.12%	59
2025 Q3	$460K	Hold	6,931	–	–	0.11%	60
2025 Q2	$490K	Hold	6,931	–	–	0.13%	55
2025 Q1	$496K	Buy	6,931 +123	+2%	+$8.21K	0.12%	58
2024 Q4	$424K	Sell	6,808 -675	-9%	-$44.1K	0.1%	61
2024 Q3	$538K	Hold	7,483	–	–	0.12%	58
2024 Q2	$476K	Sell	7,483 -683	-8%	-$42.3K	0.11%	57
2024 Q1	$500K	Hold	8,166	–	–	0.11%	56
2023 Q4	$481K	Hold	8,166	–	–	0.12%	59
2023 Q3	$457K	Buy	8,166 +483	+6%	+$29K	0.12%	58
2023 Q2	$471K	Sell	7,683 -1,600	-17%	-$99.5K	0.12%	59
2023 Q1	$576K	Buy	9,283 +2,453	+36%	+$149K	0.16%	52
2022 Q4	$434K	Hold	6,830	–	–	0.12%	60
2022 Q3	$382K	Hold	6,830	–	–	0.11%	68
2022 Q2	$430K	Hold	6,830	–	–	0.12%	63
2022 Q1	$423K	Hold	6,830	–	–	0.09%	59
2021 Q4	$405K	Hold	6,830	–	–	0.08%	59
2021 Q3	$358K	Hold	6,830	–	–	0.08%	62
2021 Q2	$370K	Hold	6,830	–	–	0.08%	63
2021 Q1	$360K	Buy	6,830 +4,530	+197%	+$228K	0.09%	62
2020 Q4	$126K	Sell	2,300 -9,930	-81%	-$513K	0.05%	57
2020 Q3	$604K	Hold	12,230	–	–	0.18%	45
2020 Q2	$547K	Hold	12,230	–	–	0.11%	46
2020 Q1	$541K	Hold	12,230	–	–	0.13%	47
2019 Q4	$677K	Hold	12,230	–	–	0.11%	56
2019 Q3	$666K	Hold	12,230	–	–	0.11%	53
2019 Q2	$623K	Hold	12,230	–	–	0.11%	54
2019 Q1	$573K	Hold	12,230	–	–	0.1%	57
2018 Q4	$579K	Hold	12,230	–	–	0.13%	56
2018 Q3	$565K	Hold	12,230	–	–	0.09%	63
2018 Q2	$537K	Hold	12,230	–	–	0.1%	61
2018 Q1	$531K	Hold	12,230	–	–	0.1%	62
2017 Q4	$561K	Sell	12,230 -1,400	-10%	-$64.4K	0.1%	64
2017 Q3	$613K	Hold	13,630	–	–	0.12%	62
2017 Q2	$611K	Sell	13,630 -10	-0.1%	-$442	0.12%	60
2017 Q1	$578K	Sell	13,640 -94	-0.7%	-$3.92K	0.12%	60
2016 Q4	$569K	Sell	13,734 -7,364	-35%	-$306K	0.13%	59
2016 Q3	$893K	Sell	21,098 -2,116	-9%	-$92.7K	0.19%	50
2016 Q2	$1.05M	Sell	23,214 -100	-0.4%	-$4.52K	0.24%	49
2016 Q1	$1.08M	Sell	23,314 -1,450	-6%	-$63.1K	0.27%	44
2015 Q4	$1.06M	Sell	24,764 -500	-2%	-$21.2K	0.24%	44
2015 Q3	$1.01M	Buy	25,264 +2,400	+10%	+$96.1K	0.24%	48
2015 Q2	$897K	Hold	22,864	–	–	0.18%	50
2015 Q1	$927K	Hold	22,864	–	–	0.2%	42
2014 Q4	$965K	Buy	22,864 +1,272	+6%	+$54.3K	0.2%	46
2014 Q3	$921K	Hold	21,592	–	–	0.2%	47
2014 Q2	$914K	Hold	21,592	–	–	0.19%	49
2014 Q1	$834K	Buy	21,592 +2,200	+11%	+$85K	0.19%	47
2013 Q4	$802K	Sell	19,392 -300	-2%	-$11.8K	0.18%	51
2013 Q3	$746K	Sell	19,692 -50	-0.3%	-$1.98K	0.18%	52
2013 Q2	$792K	Buy	+19,742	New	+$817K	0.2%	48

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

Kelly Lawrence W & Associates's KO Position: Q1 2026 in Review

Kelly Lawrence W & Associates held its Coca-Cola (KO) position steady in Q1 2026 at 6,931 shares worth $527K. The position accounts for 0.15% of the portfolio, ranked #60.

Kelly Lawrence W & Associates first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.08M in Q1 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Kelly Lawrence W & Associates held 6,931 shares of Coca-Cola worth $527K as of Q1 2026.
Kelly Lawrence W & Associates left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.15% of Kelly Lawrence W & Associates's portfolio in Q1 2026, its #60 holding.
Kelly Lawrence W & Associates first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Kelly Lawrence W & Associates's Coca-Cola position peaked at $1.08M in Q1 2016.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.