Wimmer Associates 1’s Coca-Cola KO Stock Holding History

Wimmer Associates 1’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	$586K	Buy	7,710 +33	+0.4%	+$2.5K	0.29%	68
2025 Q4	$537K	Sell	7,677 -15	-0.2%	-$1.05K	0.25%	72
2025 Q3	$510K	Hold	7,692	–	–	0.25%	74
2025 Q2	$544K	Sell	7,692 -12	-0.2%	-$855	0.28%	72
2025 Q1	$531K	Sell	7,704 -823	-10%	-$55K	0.28%	70
2024 Q4	$531K	Hold	8,527	–	–	0.26%	73
2024 Q3	$613K	Sell	8,527 -1,351	-14%	-$92.5K	0.3%	72
2024 Q2	$629K	Buy	9,878 +41	+0.4%	+$2.54K	0.32%	65
2024 Q1	$602K	Buy	9,837 +110	+1%	+$6.61K	0.32%	71
2023 Q4	$573K	Sell	9,727 -251	-3%	-$14.3K	0.32%	72
2023 Q3	$559K	Buy	9,978 +56	+0.6%	+$3.36K	0.35%	67
2023 Q2	$597K	Hold	9,922	–	–	0.36%	68
2023 Q1	$634K	Sell	9,922 -268	-3%	-$16.2K	0.41%	59
2022 Q4	$648K	Sell	10,190 -650	-6%	-$39.2K	0.43%	62
2022 Q3	$649K	Buy	10,840 +206	+2%	+$12.8K	0.43%	61
2022 Q2	$669K	Buy	10,634 +77	+0.7%	+$4.88K	0.44%	55
2022 Q1	$655K	Sell	10,557 -139	-1%	-$8.45K	0.36%	61
2021 Q4	$633K	Sell	10,696 -133	-1%	-$7.41K	0.34%	66
2021 Q3	$568K	Sell	10,829 -92	-0.8%	-$5.13K	0.34%	72
2021 Q2	$591K	Sell	10,921 -3,430	-24%	-$187K	0.35%	69
2021 Q1	$756K	Buy	14,351 +3,190	+29%	+$161K	0.41%	55
2020 Q4	$612K	Sell	11,161 -2,845	-20%	-$147K	0.37%	57
2020 Q3	$691K	Buy	14,006 +3,395	+32%	+$163K	0.47%	53
2020 Q2	$506K	Sell	10,611 -3,745	-26%	-$172K	0.39%	59
2020 Q1	$639K	Buy	14,356 +4,980	+53%	+$269K	0.59%	48
2019 Q4	$519K	Hold	9,376	–	–	0.42%	64
2019 Q3	$510K	Sell	9,376 -845	-8%	-$45.2K	0.44%	58
2019 Q2	$520K	Hold	10,221	–	–	0.45%	59
2019 Q1	$479K	Hold	10,221	–	–	0.42%	62
2018 Q4	$484K	Buy	10,221 +175	+2%	+$8.38K	0.48%	55
2018 Q3	$464K	Sell	10,046 -662	-6%	-$30.2K	0.39%	68
2018 Q2	$470K	Hold	10,708	–	–	0.42%	65
2018 Q1	$465K	Hold	10,708	–	–	0.41%	70
2017 Q4	$491K	Buy	10,708 +75	+0.7%	+$3.45K	0.44%	64
2017 Q3	$479K	Sell	10,633 -1,170	-10%	-$53.2K	0.44%	67
2017 Q2	$529K	Sell	11,803 -1,000	-8%	-$44.2K	0.49%	63
2017 Q1	$543K	Sell	12,803 -1,060	-8%	-$44.2K	0.51%	63
2016 Q4	$575K	Sell	13,863 -1,590	-10%	-$66.2K	0.53%	57
2016 Q3	$654K	Hold	15,453	–	–	0.59%	51
2016 Q2	$700K	Buy	15,453 +1	+0%	+$45	0.62%	52
2016 Q1	$717K	Buy	15,452 +699	+5%	+$30.4K	0.66%	52
2015 Q4	$634K	Buy	+14,753	New	+$626K	0.67%	53

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

Wimmer Associates 1's KO Position: Q1 2026 in Review

Wimmer Associates 1 increased its Coca-Cola (KO) stake by 0.43% in Q1 2026, buying an estimated $2.5K and bringing the position to 7,710 shares worth $586K. The position accounts for 0.29% of the portfolio, ranked #68.

Wimmer Associates 1 first reported a position in KO in Q4 2015 and has held it in 42 quarters since. The position peaked at $756K in Q1 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Wimmer Associates 1 held 7,710 shares of Coca-Cola worth $586K as of Q1 2026.
Wimmer Associates 1 bought 33 Coca-Cola shares in Q1 2026, an estimated $2.5K.
Coca-Cola made up 0.29% of Wimmer Associates 1's portfolio in Q1 2026, its #68 holding.
Wimmer Associates 1 first reported a position in Coca-Cola in Q4 2015 and has held it in 42 quarters since.
Wimmer Associates 1's Coca-Cola position peaked at $756K in Q1 2021.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.