W.H. Cornerstone Investments’s Coca-Cola KO Stock Holding History

W.H. Cornerstone Investments’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	$355K	Sell	4,674 -1,108	-19%	-$83.8K	0.22%	85
2025 Q4	$404K	Sell	5,782 -110	-2%	-$7.67K	0.24%	78
2025 Q3	$391K	Sell	5,892 -102	-2%	-$7.02K	0.24%	79
2025 Q2	$424K	Buy	5,994 +40	+0.7%	+$2.85K	0.27%	74
2025 Q1	$426K	Sell	5,954 -440	-7%	-$29.4K	0.29%	75
2024 Q4	$398K	Sell	6,394 -1,054	-14%	-$68.8K	0.27%	85
2024 Q3	$535K	Buy	7,448 +6	+0.1%	+$411	0.36%	60
2024 Q2	$474K	Buy	7,442 +59	+0.8%	+$3.65K	0.34%	65
2024 Q1	$452K	Hold	7,383	–	–	0.33%	74
2023 Q4	$435K	Buy	7,383 +118	+2%	+$6.7K	0.34%	79
2023 Q3	$407K	Sell	7,265 -109	-1%	-$6.54K	0.36%	75
2023 Q2	$444K	Sell	7,374 -2,133	-22%	-$133K	0.4%	66
2023 Q1	$590K	Sell	9,507 -50	-0.5%	-$3.03K	0.54%	58
2022 Q4	$587K	Buy	9,557 +227	+2%	+$13.7K	0.56%	56
2022 Q3	$508K	Buy	+9,330	New	+$580K	0.54%	56

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

W.H. Cornerstone Investments's KO Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Coca-Cola (KO) stake by 19% in Q1 2026, selling an estimated $83.8K and leaving 4,674 shares worth $355K. The position accounts for 0.22% of the portfolio, ranked #85.

W.H. Cornerstone Investments first reported a position in KO in Q3 2022 and has held it in 15 quarters since. The position peaked at $590K in Q1 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

W.H. Cornerstone Investments held 4,674 shares of Coca-Cola worth $355K as of Q1 2026.
W.H. Cornerstone Investments sold 1,108 Coca-Cola shares in Q1 2026, an estimated $83.8K.
Coca-Cola made up 0.22% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #85 holding.
W.H. Cornerstone Investments first reported a position in Coca-Cola in Q3 2022 and has held it in 15 quarters since.
W.H. Cornerstone Investments's Coca-Cola position peaked at $590K in Q1 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.