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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
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 $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

Windle Wealth's KO Position: Q1 2026 in Review

Windle Wealth increased its Coca-Cola (KO) stake by 0.79% in Q1 2026, buying an estimated $73.3K and bringing the position to 123,473 shares worth $9.39M. The position accounts for 3.97% of the portfolio, ranked #11.

Windle Wealth first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Windle Wealth held 123,473 shares of Coca-Cola worth $9.39M as of Q1 2026.
  • Windle Wealth bought 969 Coca-Cola shares in Q1 2026, an estimated $73.3K.
  • Coca-Cola made up 3.97% of Windle Wealth's portfolio in Q1 2026, its #11 holding.
  • Windle Wealth first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Windle Wealth's 13F filing for Q1 2026, filed 11 May 2026.