Wilkinson Global Asset Management’s Coca-Cola KO Stock Holding History

Wilkinson Global Asset Management’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 Q1	–	Sell	-20,700	Closed	-$1.29M	–	77
2024 Q4	$1.29M	Hold	20,700	–	–	0.08%	41
2024 Q3	$1.49M	Hold	20,700	–	–	0.09%	43
2024 Q2	$1.32M	Hold	20,700	–	–	0.08%	41
2024 Q1	$1.27M	Sell	20,700 -1,395	-6%	-$83.8K	0.08%	43
2023 Q4	$1.3M	Buy	22,095 +620	+3%	+$35.2K	0.09%	40
2023 Q3	$1.2M	Hold	21,475	–	–	0.09%	41
2023 Q2	$1.29M	Hold	21,475	–	–	0.1%	39
2023 Q1	$1.33M	Hold	21,475	–	–	0.11%	39
2022 Q4	$1.37M	Hold	21,475	–	–	0.11%	37
2022 Q3	$1.2M	Hold	21,475	–	–	0.11%	39
2022 Q2	$1.35M	Hold	21,475	–	–	0.12%	39
2022 Q1	$1.33M	Hold	21,475	–	–	0.09%	48
2021 Q4	$1.27M	Sell	21,475 -560	-3%	-$31.2K	0.07%	51
2021 Q3	$1.16M	Hold	22,035	–	–	0.07%	50
2021 Q2	$1.19M	Buy	22,035 +1,335	+6%	+$72.6K	0.07%	51
2021 Q1	$1.09M	Buy	+20,700	New	+$1.04M	0.07%	55

Other funds holding KO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Wilkinson Global Asset Management's KO Position: Q1 2025 in Review

Wilkinson Global Asset Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 20,700 shares — an estimated $1.29M sold.

Wilkinson Global Asset Management first reported a position in KO in Q1 2021 and held it in 16 quarters. The position peaked at $1.49M in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Wilkinson Global Asset Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Wilkinson Global Asset Management sold 20,700 Coca-Cola shares in Q1 2025, an estimated $1.29M.
Wilkinson Global Asset Management first reported a position in Coca-Cola in Q1 2021 and held it in 16 quarters.
Wilkinson Global Asset Management's Coca-Cola position peaked at $1.49M in Q3 2024.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2025, filed 1 May 2025.