Welch Group’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
Q2 | $22.8M | Buy |
279,984
+6,299
| +2% | +$497K | 0.78% | 37 |
|
|
2026
Q1 | $20.8M | Sell |
273,685
-55
| -0% | -$4.16K | 0.78% | 34 |
|
|
2025
Q4 | $19.1M | Buy |
273,740
+4,604
| +2% | +$321K | 0.74% | 36 |
|
|
2025
Q3 | $17.8M | Buy |
269,136
+9,819
| +4% | +$676K | 0.7% | 35 |
|
|
2025
Q2 | $18.3M | Buy |
259,317
+2,652
| +1% | +$189K | 0.77% | 33 |
|
|
2025
Q1 | $18.1M | Buy |
256,665
+7,228
| +3% | +$483K | 0.79% | 33 |
|
|
2024
Q4 | $15.5M | Buy |
249,437
+5,257
| +2% | +$343K | 0.7% | 33 |
|
|
2024
Q3 | $17.5M | Buy |
244,180
+3,444
| +1% | +$236K | 0.76% | 33 |
|
|
2024
Q2 | $15.3M | Buy |
240,736
+11,618
| +5% | +$719K | 0.74% | 33 |
|
|
2024
Q1 | $14M | Buy |
229,118
+9,070
| +4% | +$545K | 0.7% | 33 |
|
|
2023
Q4 | $13M | Buy |
220,048
+4,793
| +2% | +$272K | 0.7% | 33 |
|
|
2023
Q3 | $12M | Sell |
215,255
-797
| -0.4% | -$47.8K | 0.71% | 32 |
|
|
2023
Q2 | $13M | Buy |
216,052
+8,333
| +4% | +$518K | 0.75% | 32 |
|
|
2023
Q1 | $12.9M | Sell |
207,719
-12,736
| -6% | -$771K | 0.75% | 32 |
|
|
2022
Q4 | $14M | Buy |
220,455
+1,214
| +0.6% | +$73.3K | 0.8% | 32 |
|
|
2022
Q3 | $12.3M | Sell |
219,241
-636
| -0.3% | -$39.5K | 0.8% | 32 |
|
|
2022
Q2 | $13.8M | Buy |
219,877
+1,928
| +0.9% | +$122K | 0.84% | 32 |
|
|
2022
Q1 | $13.5M | Sell |
217,949
-1,598
| -0.7% | -$97.2K | 0.77% | 32 |
|
|
2021
Q4 | $13M | Buy |
219,547
+7,039
| +3% | +$392K | 0.76% | 33 |
|
|
2021
Q3 | $11.2M | Buy |
212,508
+7,692
| +4% | +$429K | 0.75% | 32 |
|
|
2021
Q2 | $11.1M | Buy |
204,816
+3,284
| +2% | +$179K | 0.76% | 32 |
|
|
2021
Q1 | $10.6M | Buy |
201,532
+26,915
| +15% | +$1.35M | 0.76% | 32 |
|
|
2020
Q4 | $9.58M | Sell |
174,617
-4,035
| -2% | -$209K | 0.77% | 32 |
|
|
2020
Q3 | $8.82M | Buy |
178,652
+63,073
| +55% | +$3.03M | 0.77% | 32 |
|
|
2020
Q2 | $5.16M | Buy |
115,579
+7,771
| +7% | +$358K | 0.48% | 33 |
|
|
2020
Q1 | $4.77M | Buy |
107,808
+27,813
| +35% | +$1.5M | 0.51% | 35 |
|
|
2019
Q4 | $4.43M | Sell |
79,995
-467
| -0.6% | -$25.1K | 0.44% | 36 |
|
|
2019
Q3 | $4.38M | Sell |
80,462
-61
| -0.1% | -$3.27K | 0.45% | 35 |
|
|
2019
Q2 | $4.1M | Sell |
80,523
-11,431
| -12% | -$560K | 0.44% | 35 |
|
|
2019
Q1 | $4.31M | Buy |
91,954
+415
| +0.5% | +$19.4K | 0.47% | 35 |
|
|
2018
Q4 | $4.33M | Buy |
91,539
+997
| +1% | +$47.7K | 0.53% | 35 |
|
|
2018
Q3 | $4.18K | Sell |
90,542
-306
| -0.3% | -$14K | 0.44% | 37 |
|
|
2018
Q2 | $3.98M | Sell |
90,848
-30
| -0% | -$1.3K | 0.5% | 35 |
|
|
2018
Q1 | $3.95M | Buy |
90,878
+6,695
| +8% | +$301K | 0.5% | 34 |
|
|
2017
Q4 | $3.86M | Buy |
84,183
+5,171
| +7% | +$238K | 0.6% | 34 |
|
|
2017
Q3 | $3.56M | Sell |
79,012
-1,436
| -2% | -$65.3K | 0.59% | 34 |
|
|
2017
Q2 | $3.61M | Buy |
80,448
+17,727
| +28% | +$783K | 0.6% | 34 |
|
|
2017
Q1 | $2.66M | Sell |
62,721
-2,751
| -4% | -$115K | 0.5% | 35 |
|
|
2016
Q4 | $2.71M | Buy |
65,472
+7
| +0% | +$291 | 0.53% | 34 |
|
|
2016
Q3 | $2.77M | Buy |
65,465
+20,065
| +44% | +$879K | 0.55% | 35 |
|
|
2016
Q2 | $2.06M | Sell |
45,400
-19,541
| -30% | -$883K | 0.42% | 35 |
|
|
2016
Q1 | $3.01M | Buy |
64,941
+175
| +0.3% | +$7.62K | 0.5% | 33 |
|
|
2015
Q4 | $2.78M | Buy |
64,766
+938
| +1% | +$39.8K | 0.5% | 34 |
|
|
2015
Q3 | $2.56M | Buy |
63,828
+1,699
| +3% | +$68K | 0.5% | 36 |
|
|
2015
Q2 | $2.44M | Buy |
62,129
+1,310
| +2% | +$53.3K | 0.46% | 36 |
|
|
2015
Q1 | $2.47K | Buy |
60,819
+1,192
| +2% | +$49.9K | 0.45% | 35 |
|
|
2014
Q4 | $2.52M | Sell |
59,627
-1,818
| -3% | -$77.6K | 0.49% | 35 |
|
|
2014
Q3 | $2.62M | Sell |
61,445
-958
| -2% | -$39.6K | 0.54% | 35 |
|
|
2014
Q2 | $2.64M | Buy |
62,403
+1,080
| +2% | +$43.8K | 0.55% | 34 |
|
|
2014
Q1 | $2.37M | Sell |
61,323
-1,825
| -3% | -$70.5K | 0.54% | 36 |
|
|
2013
Q4 | $2.61M | Buy |
63,148
+1,386
| +2% | +$54.7K | 0.59% | 34 |
|
|
2013
Q3 | $2.34M | Buy |
61,762
+435
| +0.7% | +$17.2K | 0.58% | 35 |
|
|
2013
Q2 | $2.46M | Buy |
+61,327
| New | +$2.54M | 0.64% | 34 |
|
Other funds holding KO
RG
FOFI
ATO
Welch Group's KO Position: Q2 2026 in Review
Welch Group increased its Coca-Cola (KO) stake by 2.3% in Q2 2026, buying an estimated $497K and bringing the position to 279,984 shares worth $22.8M. The position accounts for 0.78% of the portfolio, ranked #37.
Welch Group first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,473 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Welch Group held 279,984 shares of Coca-Cola worth $22.8M as of Q2 2026.
- Welch Group bought 6,299 Coca-Cola shares in Q2 2026, an estimated $497K.
- Coca-Cola made up 0.78% of Welch Group's portfolio in Q2 2026, its #37 holding.
- Welch Group first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
- 1,473 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.