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Williams Jones Wealth Management’s Coca-Cola KO Stock Holding History

Williams Jones Wealth 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
2026
Q1 		$7.4M Sell
97,328
-5,841
-6% -$442K 0.09% 110
2025
Q4 		$7.21M Sell
103,169
-2,012
-2% -$140K 0.08% 113
2025
Q3 		$6.98M Sell
105,181
-3,487
-3% -$240K 0.08% 116
2025
Q2 		$7.69M Buy
108,668
+2,153
+2% +$153K 0.09% 112
2025
Q1 		$7.63M Sell
106,515
-1,264
-1% -$84.4K 0.1% 113
2024
Q4 		$6.71M Sell
107,779
-2,687
-2% -$175K 0.08% 124
2024
Q3 		$7.94M Sell
110,466
-5,191
-4% -$355K 0.09% 121
2024
Q2 		$7.36M Sell
115,657
-9,895
-8% -$613K 0.09% 120
2024
Q1 		$7.68M Sell
125,552
-6,507
-5% -$391K 0.1% 116
2023
Q4 		$7.78M Sell
132,059
-12,526
-9% -$711K 0.11% 115
2023
Q3 		$8.09M Sell
144,585
-2,321
-2% -$139K 0.12% 109
2023
Q2 		$8.85M Sell
146,906
-3,953
-3% -$246K 0.13% 105
2023
Q1 		$9.36M Buy
150,859
+3
+0% +$182 0.15% 106
2022
Q4 		$9.6M Sell
150,856
-1,123
-0.7% -$67.8K 0.16% 101
2022
Q3 		$8.51M Buy
151,979
+755
+0.5% +$46.9K 0.15% 102
2022
Q2 		$9.51M Buy
151,224
+19,979
+15% +$1.27M 0.15% 104
2022
Q1 		$8.14M Buy
131,245
+8,456
+7% +$514K 0.11% 115
2021
Q4 		$7.27M Buy
122,789
+1,789
+1% +$99.6K 0.09% 118
2021
Q3 		$6.35M Sell
121,000
-1,809
-1% -$101K 0.09% 128
2021
Q2 		$6.64M Sell
122,809
-19,059
-13% -$1.04M 0.09% 125
2021
Q1 		$7.48M Sell
141,868
-22,990
-14% -$1.16M 0.12% 106
2020
Q4 		$9.04M Buy
164,858
+212
+0.1% +$11K 0.15% 90
2020
Q3 		$8.13M Sell
164,646
-4,663
-3% -$224K 0.15% 89
2020
Q2 		$7.57M Buy
169,309
+1,524
+0.9% +$70.2K 0.15% 91
2020
Q1 		$7.42M Sell
167,785
-1,548
-0.9% -$83.6K 0.19% 80
2019
Q4 		$9.37M Sell
169,333
-1,430
-0.8% -$76.9K 0.18% 86
2019
Q3 		$9.3M Buy
+170,763
New +$9.14M 0.19% 86

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Williams Jones Wealth Management's KO Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Coca-Cola (KO) stake by 5.7% in Q1 2026, selling an estimated $442K and leaving 97,328 shares worth $7.4M. The position accounts for 0.09% of the portfolio, ranked #110.

Williams Jones Wealth Management first reported a position in KO in Q3 2019 and has held it in 27 quarters since. The position peaked at $9.6M in Q4 2022. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Williams Jones Wealth Management held 97,328 shares of Coca-Cola worth $7.4M as of Q1 2026.
  • Williams Jones Wealth Management sold 5,841 Coca-Cola shares in Q1 2026, an estimated $442K.
  • Coca-Cola made up 0.09% of Williams Jones Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Williams Jones Wealth Management first reported a position in Coca-Cola in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Coca-Cola position peaked at $9.6M in Q4 2022.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.