Watchman Group’s Coca-Cola KO Stock Holding History

Watchman Group’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	$328K	Hold	4,308	–	–	0.08%	64
2025 Q4	$301K	Hold	4,308	–	–	0.07%	70
2025 Q3	$286K	Hold	4,308	–	–	0.07%	72
2025 Q2	$305K	Hold	4,308	–	–	0.08%	67
2025 Q1	$309K	Sell	4,308 -2	-0%	-$134	0.09%	70
2024 Q4	$268K	Buy	4,310 +2	+0%	+$131	0.07%	76
2024 Q3	$310K	Buy	4,308 +56	+1%	+$3.83K	0.08%	71
2024 Q2	$271K	Buy	4,252 +196	+5%	+$12.1K	0.09%	74
2024 Q1	$248K	Hold	4,056	–	–	0.08%	77
2023 Q4	$239K	Buy	4,056 +56	+1%	+$3.18K	0.08%	75
2023 Q3	$224K	Hold	4,000	–	–	0.1%	69
2023 Q2	$241K	Sell	4,000 -800	-17%	-$49.8K	0.12%	61
2023 Q1	$298K	Hold	4,800	–	–	0.16%	59
2022 Q4	$305K	Hold	4,800	–	–	0.17%	59
2022 Q3	$269K	Hold	4,800	–	–	0.17%	59
2022 Q2	$302K	Hold	4,800	–	–	0.19%	57
2022 Q1	$298K	Hold	4,800	–	–	0.18%	64
2021 Q4	$284K	Buy	+4,800	New	+$267K	0.15%	69
2020 Q1	–	Sell	-5,390	Closed	-$298K	–	82
2019 Q4	$298K	Buy	+5,390	New	+$290K	0.22%	75

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

Watchman Group's KO Position: Q1 2026 in Review

Watchman Group held its Coca-Cola (KO) position steady in Q1 2026 at 4,308 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #64.

Watchman Group first reported a position in KO in Q4 2019 and has held it in 19 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Watchman Group held 4,308 shares of Coca-Cola worth $328K as of Q1 2026.
Watchman Group left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.08% of Watchman Group's portfolio in Q1 2026, its #64 holding.
Watchman Group first reported a position in Coca-Cola in Q4 2019 and has held it in 19 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.