Wilkins Investment Counsel’s Coca-Cola KO Stock Holding History

Wilkins Investment Counsel’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 Q1	$2.29M	Sell	30,119 -201	-0.7%	-$15.2K	0.33%	57
2025 Q4	$2.12M	Sell	30,320 -225	-0.7%	-$15.7K	0.31%	57
2025 Q3	$2.03M	Hold	30,545	–	–	0.29%	60
2025 Q2	$2.16M	Sell	30,545 -1,875	-6%	-$134K	0.31%	55
2025 Q1	$2.32M	Sell	32,420 -196	-0.6%	-$13.1K	0.33%	54
2024 Q4	$2.03M	Sell	32,616 -41	-0.1%	-$2.68K	0.29%	57
2024 Q3	$2.35M	Sell	32,657 -3,381	-9%	-$232K	0.32%	57
2024 Q2	$2.29M	Buy	36,038 +1,400	+4%	+$86.7K	0.34%	57
2024 Q1	$2.12M	Buy	34,638 +24,968	+258%	+$1.5M	0.31%	57
2023 Q4	$570K	Sell	9,670 -30	-0.3%	-$1.7K	0.14%	60
2023 Q3	$543K	Sell	9,700 -100	-1%	-$6K	0.15%	57
2023 Q2	$590K	Sell	9,800 -250	-2%	-$15.6K	0.15%	58
2023 Q1	$623K	Sell	10,050 -50	-0.5%	-$3.03K	0.16%	55
2022 Q4	$642K	Sell	10,100 -100	-1%	-$6.04K	0.17%	56
2022 Q3	$571K	Sell	10,200 -50	-0.5%	-$3.11K	0.17%	57
2022 Q2	$645K	Hold	10,250	–	–	0.17%	57
2022 Q1	$635K	Sell	10,250 -14,080	-58%	-$856K	0.14%	60
2021 Q4	$1.44M	Sell	24,330 -2,420	-9%	-$135K	0.32%	51
2021 Q3	$1.4M	Hold	26,750	–	–	0.34%	48
2021 Q2	$1.45M	Sell	26,750 -600	-2%	-$32.6K	0.36%	47
2021 Q1	$1.44M	Sell	27,350 -3,950	-13%	-$199K	0.37%	45
2020 Q4	$1.72M	Sell	31,300 -3,650	-10%	-$189K	0.48%	42
2020 Q3	$1.73M	Hold	34,950	–	–	0.51%	41
2020 Q2	$1.56M	Hold	34,950	–	–	0.49%	42
2020 Q1	$1.55M	Sell	34,950 -1,780	-5%	-$96.1K	0.56%	42
2019 Q4	$2.03M	Sell	36,730 -350	-0.9%	-$18.8K	0.58%	40
2019 Q3	$2.02M	Hold	37,080	–	–	0.61%	40
2019 Q2	$1.89M	Sell	37,080 -20	-0.1%	-$980	0.57%	40
2019 Q1	$1.74M	Sell	37,100 -200	-0.5%	-$9.35K	0.53%	41
2018 Q4	$1.77M	Sell	37,300 -100	-0.3%	-$4.79K	0.59%	39
2018 Q3	$1.73M	Buy	37,400 +400	+1%	+$18.3K	0.52%	42
2018 Q2	$1.62M	Sell	37,000 -800	-2%	-$34.6K	0.51%	42
2018 Q1	$1.64M	Sell	37,800 -600	-2%	-$26.9K	0.52%	42
2017 Q4	$1.76M	Sell	38,400 -1,600	-4%	-$73.5K	0.53%	44
2017 Q3	$1.8M	Sell	40,000 -200	-0.5%	-$9.1K	0.55%	41
2017 Q2	$1.8M	Sell	40,200 -650	-2%	-$28.7K	0.57%	41
2017 Q1	$1.73M	Sell	40,850 -1,300	-3%	-$54.2K	0.56%	41
2016 Q4	$1.75M	Hold	42,150	–	–	0.56%	41
2016 Q3	$1.78M	Hold	42,150	–	–	0.6%	40
2016 Q2	$1.91M	Sell	42,150 -800	-2%	-$36.2K	0.65%	40
2016 Q1	$1.99M	Sell	42,950 -300	-0.7%	-$13.1K	0.73%	38
2015 Q4	$1.86M	Hold	43,250	–	–	0.7%	40
2015 Q3	$1.74M	Hold	43,250	–	–	0.66%	43
2015 Q2	$1.7M	Hold	43,250	–	–	0.62%	43
2015 Q1	$1.75M	Hold	43,250	–	–	0.62%	44
2014 Q4	$1.83M	Sell	43,250 -600	-1%	-$25.6K	0.63%	43
2014 Q3	$1.87M	Sell	43,850 -800	-2%	-$33.1K	0.67%	41
2014 Q2	$1.89M	Sell	44,650 -300	-0.7%	-$12.2K	0.67%	41
2014 Q1	$1.74M	Buy	44,950 +15,500	+53%	+$599K	0.64%	42
2013 Q4	$1.22M	Sell	29,450 -600	-2%	-$23.7K	0.51%	40
2013 Q3	$1.14M	Sell	30,050 -100	-0.3%	-$3.95K	0.52%	40
2013 Q2	$1.21M	Buy	+30,150	New	+$1.25M	0.56%	38

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilkins Investment Counsel's KO Position: Q1 2026 in Review

Wilkins Investment Counsel reduced its Coca-Cola (KO) stake by 0.66% in Q1 2026, selling an estimated $15.2K and leaving 30,119 shares worth $2.29M. The position accounts for 0.33% of the portfolio, ranked #57.

Wilkins Investment Counsel first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.35M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Wilkins Investment Counsel held 30,119 shares of Coca-Cola worth $2.29M as of Q1 2026.
Wilkins Investment Counsel sold 201 Coca-Cola shares in Q1 2026, an estimated $15.2K.
Coca-Cola made up 0.33% of Wilkins Investment Counsel's portfolio in Q1 2026, its #57 holding.
Wilkins Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Wilkins Investment Counsel's Coca-Cola position peaked at $2.35M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.