WGC
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Watts Gwilliam & Co’s Coca-Cola KO Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$824K Hold
12,425
– – 0.13% 101
2025
Q2 		$826K Buy
12,425
+1,667
+15% +$119K 0.14% 99
2025
Q1 		$771K Buy
10,758
+880
+9% +$58.8K 0.17% 98
2024
Q4 		$601K Buy
9,878
+6
+0.1% +$392 0.13% 114
2024
Q3 		$683K Buy
+9,872
New +$676K 0.15% 105
2024
Q1 		$497K Buy
+7,870
New +$473K 0.15% 110

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Watts Gwilliam & Co's KO Position: Q3 2025 in Review

Watts Gwilliam & Co held its Coca-Cola (KO) position steady in Q3 2025 at 12,425 shares worth $824K. The position accounts for 0.13% of the portfolio, ranked #101.

Watts Gwilliam & Co first reported a position in KO in Q1 2024 and has held it in 6 quarters since. The position peaked at $826K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Watts Gwilliam & Co held 12,425 shares of Coca-Cola worth $824K as of Q3 2025.
  • Watts Gwilliam & Co left its Coca-Cola share count unchanged in Q3 2025.
  • Coca-Cola made up 0.13% of Watts Gwilliam & Co's portfolio in Q3 2025, its #101 holding.
  • Watts Gwilliam & Co first reported a position in Coca-Cola in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Coca-Cola position peaked at $826K in Q2 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.