Well Done LLC’s Coca-Cola KO Stock Holding History

Well Done LLC’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	$285K	Buy	3,504 +14	+0.4%	+$1.11K	0.04%	171
2026 Q1	$265K	Sell	3,490 -357	-9%	-$27K	0.04%	164
2025 Q4	$269K	Buy	+3,847	New	+$268K	0.04%	164
2025 Q3	–	Sell	-2,920	Closed	-$207K	–	196
2025 Q2	$207K	Sell	2,920 -1,379	-32%	-$98.2K	0.04%	165
2025 Q1	$268K	Sell	4,299 -195	-4%	-$13K	0.05%	144
2024 Q4	$323K	Hold	4,494	–	–	0.06%	132
2024 Q3	$323K	Sell	4,494 -379	-8%	-$26K	0.06%	133
2024 Q2	$310K	Buy	4,873 +400	+9%	+$24.8K	0.06%	139
2024 Q1	$274K	Buy	4,473 +689	+18%	+$41.4K	0.05%	156
2023 Q4	$223K	Buy	3,784 +31	+0.8%	+$1.76K	0.04%	168
2023 Q3	$210K	Sell	3,753 -4	-0.1%	-$240	0.05%	152
2023 Q2	$226K	Sell	3,757 -470	-11%	-$29.2K	0.05%	146
2023 Q1	$262K	Sell	4,227 -6	-0.1%	-$363	0.06%	143
2022 Q4	$269K	Buy	4,233 +258	+6%	+$15.6K	0.06%	146
2022 Q3	$223K	Sell	3,975 -141	-3%	-$8.76K	0.05%	144
2022 Q2	$259K	Buy	4,116 +362	+10%	+$22.9K	0.06%	142
2022 Q1	$233K	Hold	3,754	–	–	0.05%	167
2021 Q4	$222K	Buy	+3,754	New	+$209K	0.05%	167
2021 Q2	–	Sell	-2,274	Closed	-$120K	–	175
2021 Q1	$120K	Buy	+2,274	New	+$114K	0.03%	166
2019 Q3	–	Sell	-3,972	Closed	-$202K	–	152
2019 Q2	$202K	Buy	+3,972	New	+$195K	0.05%	139
2019 Q1	–	Sell	-5,116	Closed	-$242K	–	413
2018 Q4	$242K	Sell	5,116 -4,211	-45%	-$202K	0.07%	122
2018 Q3	$431K	Hold	9,327	–	–	0.12%	91
2018 Q2	$409K	Hold	9,327	–	–	0.12%	87
2018 Q1	$405K	Hold	9,327	–	–	0.13%	79
2017 Q4	$428K	Buy	9,327 +4,265	+84%	+$196K	0.14%	78
2017 Q3	$228K	Buy	5,062 +200	+4%	+$9.1K	0.07%	130
2017 Q2	$218K	Hold	4,862	–	–	0.08%	98
2017 Q1	$206K	Hold	4,862	–	–	0.07%	101
2016 Q4	$202K	Buy	+4,862	New	+$202K	0.08%	92

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Well Done LLC's KO Position: Q2 2026 in Review

Well Done LLC increased its Coca-Cola (KO) stake by 0.4% in Q2 2026, buying an estimated $1.11K and bringing the position to 3,504 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #171.

Well Done LLC first reported a position in KO in Q4 2016 and has held it in 29 quarters since. The position peaked at $431K in Q3 2018. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Well Done LLC held 3,504 shares of Coca-Cola worth $285K as of Q2 2026.
Well Done LLC bought 14 Coca-Cola shares in Q2 2026, an estimated $1.11K.
Coca-Cola made up 0.04% of Well Done LLC's portfolio in Q2 2026, its #171 holding.
Well Done LLC first reported a position in Coca-Cola in Q4 2016 and has held it in 29 quarters since.
Well Done LLC's Coca-Cola position peaked at $431K in Q3 2018.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.