WBH Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Sell |
15,101
-2,254
| -13% | -$170K | 0.09% | 157 |
|
|
2025
Q4 | $1.21M | Sell |
17,355
-488
| -3% | -$34K | 0.09% | 149 |
|
|
2025
Q3 | $1.18M | Sell |
17,843
-149
| -0.8% | -$10.3K | 0.09% | 151 |
|
|
2025
Q2 | $1.27M | Sell |
17,992
-211
| -1% | -$15K | 0.11% | 137 |
|
|
2025
Q1 | $1.3M | Sell |
18,203
-523
| -3% | -$34.9K | 0.12% | 127 |
|
|
2024
Q4 | $1.17M | Sell |
18,726
-2,523
| -12% | -$165K | 0.11% | 137 |
|
|
2024
Q3 | $1.53M | Buy |
21,249
+203
| +1% | +$13.9K | 0.14% | 115 |
|
|
2024
Q2 | $1.34M | Sell |
21,046
-331
| -2% | -$20.5K | 0.14% | 122 |
|
|
2024
Q1 | $1.31M | Sell |
21,377
-1,627
| -7% | -$97.7K | 0.13% | 126 |
|
|
2023
Q4 | $1.36M | Sell |
23,004
-573
| -2% | -$32.5K | 0.15% | 121 |
|
|
2023
Q3 | $1.32M | Sell |
23,577
-497
| -2% | -$29.8K | 0.16% | 116 |
|
|
2023
Q2 | $1.45M | Sell |
24,074
-231
| -1% | -$14.4K | 0.17% | 113 |
|
|
2023
Q1 | $1.51M | Buy |
+24,305
| New | +$1.47M | 0.19% | 110 |
|
|
2022
Q3 | $1.38M | Sell |
24,637
-370
| -1% | -$23K | 0.2% | 111 |
|
|
2022
Q2 | $1.57M | Sell |
25,007
-431
| -2% | -$27.3K | 0.21% | 102 |
|
|
2022
Q1 | $1.68M | Sell |
25,438
-1,630
| -6% | -$99.1K | 0.21% | 102 |
|
|
2021
Q4 | $1.6M | Sell |
27,068
-1,496
| -5% | -$83.3K | 0.18% | 112 |
|
|
2021
Q3 | $1.5M | Sell |
28,564
-2,525
| -8% | -$141K | 0.2% | 113 |
|
|
2021
Q2 | $1.77M | Sell |
31,089
-368
| -1% | -$20K | 0.26% | 79 |
|
|
2021
Q1 | $1.66M | Sell |
31,457
-1,480
| -4% | -$74.5K | 0.27% | 82 |
|
|
2020
Q4 | $1.6M | Buy |
32,937
+1,051
| +3% | +$54.3K | 0.28% | 83 |
|
|
2020
Q3 | $1.57M | Sell |
31,886
-1,019
| -3% | -$49K | 0.32% | 73 |
|
|
2020
Q2 | $1.47M | Buy |
32,905
+148
| +0.5% | +$6.82K | 0.36% | 69 |
|
|
2020
Q1 | $1.45K | Sell |
32,757
-41
| -0.1% | -$2.21K | 0.34% | 60 |
|
|
2019
Q4 | $1.81M | Sell |
32,798
-378
| -1% | -$20.3K | 0.37% | 60 |
|
|
2019
Q3 | $1.81M | Buy |
33,176
+2,876
| +9% | +$154K | 0.41% | 59 |
|
|
2019
Q2 | $1.54M | Sell |
30,300
-741
| -2% | -$36.3K | 0.36% | 70 |
|
|
2019
Q1 | $1.45M | Buy |
31,041
+230
| +0.7% | +$10.8K | 0.35% | 70 |
|
|
2018
Q4 | $1.46K | Sell |
30,811
-316
| -1% | -$15.1K | 0.35% | 64 |
|
|
2018
Q3 | $1.44M | Sell |
31,127
-131
| -0.4% | -$5.99K | 0.35% | 69 |
|
|
2018
Q2 | $1.37M | Sell |
31,258
-1,629
| -5% | -$70.4K | 0.36% | 66 |
|
|
2018
Q1 | $1.43M | Sell |
32,887
-100
| -0.3% | -$4.49K | 0.39% | 62 |
|
|
2017
Q4 | $1.51M | Sell |
32,987
-824
| -2% | -$37.9K | 0.4% | 59 |
|
|
2017
Q3 | $1.52M | Sell |
33,811
-430
| -1% | -$19.6K | 0.42% | 57 |
|
|
2017
Q2 | $1.53M | Sell |
34,241
-1,041
| -3% | -$46K | 0.43% | 54 |
|
|
2017
Q1 | $1.5M | Sell |
35,282
-641
| -2% | -$26.7K | 0.45% | 54 |
|
|
2016
Q4 | $1.49M | Sell |
35,923
-1,230
| -3% | -$51.2K | 0.5% | 49 |
|
|
2016
Q3 | $1.57M | Sell |
37,153
-12,110
| -25% | -$531K | 0.54% | 50 |
|
|
2016
Q2 | $2.23M | Sell |
49,263
-741
| -1% | -$33.5K | 0.87% | 27 |
|
|
2016
Q1 | $2.32M | Sell |
50,004
-1,112
| -2% | -$48.4K | 0.78% | 26 |
|
|
2015
Q4 | $2.19K | Sell |
51,116
-2,638
| -5% | -$112K | 0.77% | 25 |
|
|
2015
Q3 | $2.16M | Sell |
53,754
-1,308
| -2% | -$52.4K | 0.9% | 23 |
|
|
2015
Q2 | $2.16M | Sell |
55,062
-2,593
| -4% | -$105K | 0.85% | 23 |
|
|
2015
Q1 | $2.34K | Sell |
57,655
-4,629
| -7% | -$194K | 0.66% | 23 |
|
|
2014
Q4 | $2.63M | Sell |
62,284
-3,114
| -5% | -$133K | 0.99% | 21 |
|
|
2014
Q3 | $2.79M | Sell |
65,398
-616
| -0.9% | -$25.5K | 0.98% | 17 |
|
|
2014
Q2 | $2.8M | Sell |
66,014
-1,929
| -3% | -$78.3K | 1.06% | 17 |
|
|
2014
Q1 | $2.63M | Buy |
67,943
+18
| +0% | +$695 | 1.04% | 18 |
|
|
2013
Q4 | $2.81M | Sell |
67,925
-327
| -0.5% | -$12.9K | 1.13% | 17 |
|
|
2013
Q3 | $2.58M | Sell |
68,252
-1,803
| -3% | -$71.3K | 1.16% | 17 |
|
|
2013
Q2 | $2.81M | Buy |
+70,055
| New | +$2.9M | 1.3% | 15 |
|
Other funds holding KO
VCM
VPM
WBH Advisory's KO Position: Q1 2026 in Review
WBH Advisory reduced its Coca-Cola (KO) stake by 13% in Q1 2026, selling an estimated $170K and leaving 15,101 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #157.
WBH Advisory first reported a position in KO in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.81M in Q2 2013. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- WBH Advisory held 15,101 shares of Coca-Cola worth $1.15M as of Q1 2026.
- WBH Advisory sold 2,254 Coca-Cola shares in Q1 2026, an estimated $170K.
- Coca-Cola made up 0.09% of WBH Advisory's portfolio in Q1 2026, its #157 holding.
- WBH Advisory first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Coca-Cola position peaked at $2.81M in Q2 2013.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.