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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
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 $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

Willis Johnson & Associates's KO Position: Q1 2026 in Review

Willis Johnson & Associates opened a new position in Coca-Cola (KO) in Q1 2026: 3,239 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings. This is a return to the name: Willis Johnson & Associates previously reported a position in KO as recently as Q2 2025.

Willis Johnson & Associates first reported a position in KO in Q1 2025 and has held it in 3 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Willis Johnson & Associates held 3,239 shares of Coca-Cola worth $246K as of Q1 2026.
  • Coca-Cola was a new Willis Johnson & Associates position in Q1 2026.
  • Coca-Cola made up 0.01% of Willis Johnson & Associates's portfolio in Q1 2026, its #170 holding.
  • Willis Johnson & Associates first reported a position in Coca-Cola in Q1 2025 and has held it in 3 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.