Wills Financial Group’s Coca-Cola KO Stock Holding History

Wills Financial Group’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	$816K	Buy	10,170 +133	+1%	+$10.1K	0.31%	51
2025 Q4	$702K	Buy	10,037 +29	+0.3%	+$2.02K	0.27%	53
2025 Q3	$664K	Sell	10,008 -119	-1%	-$8.19K	0.27%	45
2025 Q2	$717K	Sell	10,127 -81	-0.8%	-$5.77K	0.31%	44
2025 Q1	$731K	Sell	10,208 -105	-1%	-$7.01K	0.32%	42
2024 Q4	$642K	Buy	10,313 +27	+0.3%	+$1.76K	0.28%	48
2024 Q3	$739K	Buy	10,286 +14	+0.1%	+$959	0.31%	46
2024 Q2	$654K	Sell	10,272 -718	-7%	-$44.4K	0.3%	45
2024 Q1	$672K	Buy	10,990 +1	+0%	+$60	0.32%	43
2023 Q4	$648K	Sell	10,989 -1,066	-9%	-$60.5K	0.33%	41
2023 Q3	$675K	Sell	12,055 -1,187	-9%	-$71.2K	0.37%	49
2023 Q2	$797K	Sell	13,242 -105	-0.8%	-$6.53K	0.4%	42
2023 Q1	$828K	Hold	13,347	–	–	0.45%	43
2022 Q4	$849K	Buy	13,347 +5	+0%	+$302	0.47%	39
2022 Q3	$747K	Sell	13,342 -23	-0.2%	-$1.43K	0.41%	39
2022 Q2	$841K	Buy	13,365 +12	+0.1%	+$761	0.41%	42
2022 Q1	$828K	Sell	13,353 -99	-0.7%	-$6.02K	0.35%	44
2021 Q4	$796K	Sell	13,452 -4	-0%	-$223	0.31%	46
2021 Q3	$706K	Sell	13,456 -262	-2%	-$14.6K	0.32%	46
2021 Q2	$742K	Buy	13,718 +5,925	+76%	+$322K	0.32%	48
2021 Q1	$410K	Hold	7,793	–	–	0.2%	49
2020 Q4	$427K	Sell	7,793 -1,786	-19%	-$92.3K	0.21%	46
2020 Q3	$473K	Sell	9,579 -141	-1%	-$6.78K	0.28%	41
2020 Q2	$434K	Sell	9,720 -256	-3%	-$11.8K	0.27%	44
2020 Q1	$441K	Sell	9,976 -207	-2%	-$11.2K	0.31%	43
2019 Q4	$563K	Sell	10,183 -38	-0.4%	-$2.04K	0.32%	48
2019 Q3	$556K	Sell	10,221 -633	-6%	-$33.9K	0.36%	43
2019 Q2	$553K	Sell	10,854 -594	-5%	-$29.1K	0.36%	44
2019 Q1	$536K	Sell	11,448 -1,080	-9%	-$50.5K	0.36%	44
2018 Q4	$593K	Sell	12,528 -1,808	-13%	-$86.5K	0.46%	44
2018 Q3	$662K	Sell	14,336 -1,003	-7%	-$45.8K	0.44%	48
2018 Q2	$672K	Sell	15,339 -2,754	-15%	-$119K	0.49%	47
2018 Q1	$785K	Sell	18,093 -1,500	-8%	-$67.4K	0.58%	45
2017 Q4	$898K	Sell	19,593 -3,971	-17%	-$183K	0.63%	43
2017 Q3	$1.06M	Sell	23,564 -7,349	-24%	-$334K	0.78%	41
2017 Q2	$1.39M	Sell	30,913 -1,146	-4%	-$50.6K	1.03%	38
2017 Q1	$1.36M	Sell	32,059 -6,431	-17%	-$268K	1.04%	36
2016 Q4	$1.6M	Buy	38,490 +1,180	+3%	+$49.1K	1.3%	29
2016 Q3	$1.58M	Sell	37,310 -8,415	-18%	-$369K	1.38%	26
2016 Q2	$2.07M	Sell	45,725 -9,604	-17%	-$434K	1.73%	22
2016 Q1	$2.57M	Sell	55,329 -1,167	-2%	-$50.8K	2.21%	13
2015 Q4	$2.43M	Sell	56,496 -2,374	-4%	-$101K	2.14%	13
2015 Q3	$2.36M	Sell	58,870 -5,634	-9%	-$226K	2.18%	14
2015 Q2	$2.53M	Sell	64,504 -1,859	-3%	-$75.6K	2.16%	14
2015 Q1	$2.69M	Sell	66,363 -1,300	-2%	-$54.4K	2.22%	14
2014 Q4	$2.86M	Sell	67,663 -341	-0.5%	-$14.6K	2.32%	14
2014 Q3	$2.9M	Sell	68,004 -2,785	-4%	-$115K	2.46%	12
2014 Q2	$3M	Buy	70,789 +2,000	+3%	+$81.2K	2.49%	10
2014 Q1	$2.66M	Buy	68,789 +8,888	+15%	+$343K	2.53%	10
2013 Q4	$2.47M	Buy	+59,901	New	+$2.36M	2.55%	10

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

Wills Financial Group's KO Position: Q1 2026 in Review

Wills Financial Group increased its Coca-Cola (KO) stake by 1.3% in Q1 2026, buying an estimated $10.1K and bringing the position to 10,170 shares worth $816K. The position accounts for 0.31% of the portfolio, ranked #51.

Wills Financial Group first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $3M in Q2 2014. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Wills Financial Group held 10,170 shares of Coca-Cola worth $816K as of Q1 2026.
Wills Financial Group bought 133 Coca-Cola shares in Q1 2026, an estimated $10.1K.
Coca-Cola made up 0.31% of Wills Financial Group's portfolio in Q1 2026, its #51 holding.
Wills Financial Group first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
Wills Financial Group's Coca-Cola position peaked at $3M in Q2 2014.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.