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Willis Johnson & Associates’s Coca-Cola KO Stock Holding History

Willis Johnson & Associates’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 		– Sell
-3,239
Closed -$246K – 146
2026
Q1 		$246K Buy
+3,239
New +$245K 0.01% 170
2025
Q3 		– Sell
-3,010
Closed -$213K – 196
2025
Q2 		$213K Sell
3,010
-91
-3% -$6.48K 0.01% 158
2025
Q1 		$222K Buy
+3,101
New +$207K 0.02% 147

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Willis Johnson & Associates's KO Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,239 shares — an estimated $246K sold.

Willis Johnson & Associates first reported a position in KO in Q1 2025 and held it in 3 quarters. The position peaked at $246K in Q1 2026. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 3,239 Coca-Cola shares in Q2 2026, an estimated $246K.
  • Willis Johnson & Associates first reported a position in Coca-Cola in Q1 2025 and held it in 3 quarters.
  • Willis Johnson & Associates's Coca-Cola position peaked at $246K in Q1 2026.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.