Pettyjohn Wood & White’s Coca-Cola KO Stock Holding History

Pettyjohn Wood & White’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	$1.64M	Sell	21,587 -425	-2%	-$32.1K	0.26%	74
2025 Q4	$1.54M	Buy	22,012 +849	+4%	+$59.2K	0.24%	78
2025 Q3	$1.4M	Sell	21,163 -2,500	-11%	-$172K	0.23%	80
2025 Q2	$1.67M	Sell	23,663 -40	-0.2%	-$2.85K	0.3%	73
2025 Q1	$1.7M	Sell	23,703 -2,875	-11%	-$192K	0.33%	70
2024 Q4	$1.65M	Buy	26,578 +800	+3%	+$52.2K	0.3%	67
2024 Q3	$1.85M	Hold	25,778	–	–	0.34%	66
2024 Q2	$1.64M	Hold	25,778	–	–	0.32%	70
2024 Q1	$1.58M	Sell	25,778 -628	-2%	-$37.7K	0.31%	69
2023 Q4	$1.56M	Sell	26,406 -300	-1%	-$17K	0.34%	66
2023 Q3	$1.5M	Buy	26,706 +75	+0.3%	+$4.5K	0.35%	64
2023 Q2	$1.6M	Hold	26,631	–	–	0.37%	59
2023 Q1	$1.65M	Hold	26,631	–	–	0.4%	56
2022 Q4	$1.69M	Hold	26,631	–	–	0.42%	56
2022 Q3	$1.49M	Hold	26,631	–	–	0.4%	60
2022 Q2	$1.68M	Buy	26,631 +8,298	+45%	+$526K	0.4%	62
2022 Q1	$1.14M	Hold	18,333	–	–	0.24%	77
2021 Q4	$1.08M	Hold	18,333	–	–	0.22%	79
2021 Q3	$962K	Sell	18,333 -90	-0.5%	-$5.02K	0.21%	81
2021 Q2	$997K	Sell	18,423 -600	-3%	-$32.6K	0.22%	79
2021 Q1	$1M	Sell	19,023 -100	-0.5%	-$5.03K	0.24%	74
2020 Q4	$1.05M	Buy	19,123 +7,233	+61%	+$374K	0.27%	73
2020 Q3	$587K	Sell	11,890 -1,000	-8%	-$48.1K	0.17%	90
2020 Q2	$576K	Hold	12,890	–	–	0.18%	87
2020 Q1	$570K	Buy	12,890 +2,509	+24%	+$136K	0.21%	84
2019 Q4	$575K	Sell	10,381 -300	-3%	-$16.1K	0.17%	92
2019 Q3	$581K	Sell	10,681 -133	-1%	-$7.12K	0.18%	88
2019 Q2	$551K	Buy	10,814 +1,545	+17%	+$75.7K	0.17%	92
2019 Q1	$434K	Buy	9,269 +708	+8%	+$33.1K	0.14%	101
2018 Q4	$405K	Buy	8,561 +100	+1%	+$4.79K	0.15%	99
2018 Q3	$391K	Sell	8,461 -251	-3%	-$11.5K	0.13%	109
2018 Q2	$382K	Buy	8,712 +3,025	+53%	+$131K	0.13%	108
2018 Q1	$247K	Sell	5,687 -400	-7%	-$18K	0.09%	129
2017 Q4	$279K	Hold	6,087	–	–	0.1%	121
2017 Q3	$274K	Sell	6,087 -1,500	-20%	-$68.2K	0.1%	114
2017 Q2	$340K	Sell	7,587 -1,802	-19%	-$79.6K	0.13%	106
2017 Q1	$398K	Buy	9,389 +12	+0.1%	+$501	0.15%	101
2016 Q4	$389K	Sell	9,377 -100	-1%	-$4.16K	0.15%	98
2016 Q3	$401K	Sell	9,477 -1,754	-16%	-$76.9K	0.19%	87
2016 Q2	$509K	Sell	11,231 -2,600	-19%	-$117K	0.2%	88
2016 Q1	$642K	Sell	13,831 -66	-0.5%	-$2.87K	0.26%	80
2015 Q4	$597K	Sell	13,897 -2,507	-15%	-$106K	0.25%	84
2015 Q3	$658K	Hold	16,404	–	–	0.3%	77
2015 Q2	$644K	Sell	16,404 -1,018	-6%	-$41.4K	0.27%	81
2015 Q1	$706K	Sell	17,422 -1,100	-6%	-$46K	0.29%	81
2014 Q4	$782K	Buy	18,522 +3	+0%	+$128	0.32%	79
2014 Q3	$790K	Sell	18,519 -180	-1%	-$7.44K	0.34%	78
2014 Q2	$792K	Buy	18,699 +702	+4%	+$28.5K	0.35%	78
2014 Q1	$696K	Buy	17,997 +7,377	+69%	+$285K	0.32%	81
2013 Q4	$439K	Sell	10,620 -397	-4%	-$15.7K	0.26%	84
2013 Q3	$417K	Buy	11,017 +1	+0%	+$40	0.26%	85
2013 Q2	$442K	Buy	+11,016	New	+$456K	0.28%	84

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

Pettyjohn Wood & White's KO Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its Coca-Cola (KO) stake by 1.9% in Q1 2026, selling an estimated $32.1K and leaving 21,587 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #74.

Pettyjohn Wood & White first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.85M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Pettyjohn Wood & White held 21,587 shares of Coca-Cola worth $1.64M as of Q1 2026.
Pettyjohn Wood & White sold 425 Coca-Cola shares in Q1 2026, an estimated $32.1K.
Coca-Cola made up 0.26% of Pettyjohn Wood & White's portfolio in Q1 2026, its #74 holding.
Pettyjohn Wood & White first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Pettyjohn Wood & White's Coca-Cola position peaked at $1.85M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.