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Windle Wealth’s Coca-Cola KO Stock Holding History

Windle Wealth’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 		$10.2M Buy
126,116
+2,643
+2% +$209K 4.12% 7
2026
Q1 		$9.39M Buy
123,473
+969
+0.8% +$73.3K 3.97% 11
2025
Q4 		$8.56M Buy
122,504
+2,516
+2% +$175K 3.84% 9
2025
Q3 		$7.96M Buy
119,988
+3,324
+3% +$229K 3.56% 17
2025
Q2 		$8.25M Sell
116,664
-94
-0.1% -$6.7K 4.04% 8
2025
Q1 		$8.36M Buy
116,758
+3,620
+3% +$242K 4.31% 9
2024
Q4 		$7.04M Buy
113,138
+7,346
+7% +$480K 3.9% 13
2024
Q3 		$7.6M Buy
105,792
+1,850
+2% +$127K 4.13% 11
2024
Q2 		$6.62M Buy
103,942
+529
+0.5% +$32.7K 4.03% 11
2024
Q1 		$6.33M Buy
103,413
+1,762
+2% +$106K 4.03% 15
2023
Q4 		$5.99M Buy
101,651
+1,755
+2% +$99.7K 4.2% 14
2023
Q3 		$5.59M Buy
99,896
+3,228
+3% +$194K 4.17% 17
2023
Q2 		$5.82M Buy
96,668
+647
+0.7% +$40.3K 4.2% 14
2023
Q1 		$5.96M Buy
96,021
+1,781
+2% +$108K 4.42% 12
2022
Q4 		$5.99M Buy
+94,240
New +$5.69M 4.68% 7

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

Windle Wealth's KO Position: Q2 2026 in Review

Windle Wealth increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $209K and bringing the position to 126,116 shares worth $10.2M. The position accounts for 4.12% of the portfolio, ranked #7.

Windle Wealth first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Windle Wealth held 126,116 shares of Coca-Cola worth $10.2M as of Q2 2026.
  • Windle Wealth bought 2,643 Coca-Cola shares in Q2 2026, an estimated $209K.
  • Coca-Cola made up 4.12% of Windle Wealth's portfolio in Q2 2026, its #7 holding.
  • Windle Wealth first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.