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 Q2	$330K	Sell	4,056 -252	-6%	-$19.9K	0.07%	63
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Watchman Group's KO Position: Q2 2026 in Review

Watchman Group reduced its Coca-Cola (KO) stake by 5.8% in Q2 2026, selling an estimated $19.9K and leaving 4,056 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #63.

Watchman Group first reported a position in KO in Q4 2019 and has held it in 20 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Watchman Group held 4,056 shares of Coca-Cola worth $330K as of Q2 2026.
Watchman Group sold 252 Coca-Cola shares in Q2 2026, an estimated $19.9K.
Coca-Cola made up 0.07% of Watchman Group's portfolio in Q2 2026, its #63 holding.
Watchman Group first reported a position in Coca-Cola in Q4 2019 and has held it in 20 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.