Woodmont Investment Counsel’s Coca-Cola KO Stock Holding History

Woodmont Investment Counsel’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	$9.9M	Buy	121,763 +1,261	+1%	+$99.6K	0.54%	43
2026 Q1	$9.16M	Buy	120,502 +2,276	+2%	+$172K	0.56%	45
2025 Q4	$8.27M	Buy	118,226 +3,561	+3%	+$248K	0.52%	43
2025 Q3	$7.6M	Buy	114,665 +1,841	+2%	+$127K	0.5%	44
2025 Q2	$7.98M	Buy	112,824 +1,087	+1%	+$77.4K	0.53%	39
2025 Q1	$8M	Buy	111,737 +4,647	+4%	+$310K	0.58%	40
2024 Q4	$6.67M	Buy	107,090 +418	+0.4%	+$27.3K	0.49%	49
2024 Q3	$7.67M	Buy	106,672 +780	+0.7%	+$53.4K	0.58%	40
2024 Q2	$6.74M	Buy	105,892 +3,119	+3%	+$193K	0.55%	41
2024 Q1	$6.29M	Buy	102,773 +6,637	+7%	+$399K	0.53%	44
2023 Q4	$5.67M	Buy	96,136 +9,733	+11%	+$553K	0.53%	44
2023 Q3	$4.84M	Buy	86,403 +15,468	+22%	+$928K	0.51%	49
2023 Q2	$4.27M	Buy	70,935 +753	+1%	+$46.8K	0.44%	53
2023 Q1	$4.35M	Sell	70,182 -1,510	-2%	-$91.4K	0.46%	55
2022 Q4	$4.56M	Sell	71,692 -150	-0.2%	-$9.06K	0.52%	49
2022 Q3	$4.03M	Buy	71,842 +418	+0.6%	+$26K	0.5%	55
2022 Q2	$4.49M	Sell	71,424 -154	-0.2%	-$9.76K	0.55%	55
2022 Q1	$4.44M	Buy	71,578 +39,505	+123%	+$2.4M	0.51%	55
2021 Q4	$1.9M	Sell	32,073 -139	-0.4%	-$7.74K	0.24%	89
2021 Q3	$1.69M	Sell	32,212 -4	-0%	-$223	0.25%	85
2021 Q2	$1.74M	Sell	32,216 -2,996	-9%	-$163K	0.27%	78
2021 Q1	$1.86M	Sell	35,212 -225	-0.6%	-$11.3K	0.32%	72
2020 Q4	$1.94M	Buy	35,437 +600	+2%	+$31K	0.36%	65
2020 Q3	$1.72M	Buy	34,837 +3,263	+10%	+$157K	0.37%	66
2020 Q2	$1.41M	Sell	31,574 -1,200	-4%	-$55.3K	0.34%	71
2020 Q1	$1.45M	Buy	32,774 +2,137	+7%	+$115K	0.4%	66
2019 Q4	$1.7M	Sell	30,637 -104	-0.3%	-$5.59K	0.38%	67
2019 Q3	$1.67M	Sell	30,741 -500	-2%	-$26.8K	0.41%	64
2019 Q2	$1.59M	Sell	31,241 -600	-2%	-$29.4K	0.39%	67
2019 Q1	$1.49M	Hold	31,841	–	–	0.39%	68
2018 Q4	$1.51M	Buy	31,841 +950	+3%	+$45.5K	0.42%	66
2018 Q3	$1.43M	Sell	30,891 -1,168	-4%	-$53.4K	0.39%	67
2018 Q2	$1.41M	Sell	32,059 -106	-0.3%	-$4.58K	0.39%	69
2018 Q1	$1.4M	Sell	32,165 -3,115	-9%	-$140K	0.39%	73
2017 Q4	$1.62M	Sell	35,280 -1,741	-5%	-$80K	0.42%	69
2017 Q3	$1.67M	Hold	37,021	–	–	0.45%	66
2017 Q2	$1.66M	Sell	37,021 -700	-2%	-$30.9K	0.47%	69
2017 Q1	$1.56M	Hold	37,721	–	–	0.45%	73
2016 Q4	$1.56M	Sell	37,721 -215	-0.6%	-$8.95K	0.45%	74
2016 Q3	$1.6M	Sell	37,936 -200	-0.5%	-$8.76K	0.46%	66
2016 Q2	$1.73M	Buy	38,136 +145	+0.4%	+$6.55K	0.52%	66
2016 Q1	$1.76M	Sell	37,991 -700	-2%	-$30.5K	0.53%	58
2015 Q4	$1.66M	Sell	38,691 -425	-1%	-$18K	0.49%	60
2015 Q3	$1.57M	Sell	39,116 -2,050	-5%	-$82.1K	0.48%	65
2015 Q2	$1.61M	Sell	41,166 -1,100	-3%	-$44.7K	0.47%	66
2015 Q1	$1.71M	Sell	42,266 -400	-0.9%	-$16.7K	0.53%	61
2014 Q4	$1.8M	Sell	42,666 -5,825	-12%	-$249K	0.55%	59
2014 Q3	$2.07M	Sell	48,491 -6,774	-12%	-$280K	0.59%	53
2014 Q2	$2.34M	Sell	55,265 -1,075	-2%	-$43.6K	0.66%	46
2014 Q1	$2.18M	Sell	56,340 -575	-1%	-$22.2K	0.63%	48
2013 Q4	$2.35M	Sell	56,915 -2,932	-5%	-$116K	0.71%	44
2013 Q3	$2.27M	Sell	59,847 -650	-1%	-$25.7K	0.83%	39
2013 Q2	$2.43M	Buy	+60,497	New	+$2.5M	0.81%	37

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Woodmont Investment Counsel's KO Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Coca-Cola (KO) stake by 1% in Q2 2026, buying an estimated $99.6K and bringing the position to 121,763 shares worth $9.9M. The position accounts for 0.54% of the portfolio, ranked #43.

Woodmont Investment Counsel first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Woodmont Investment Counsel held 121,763 shares of Coca-Cola worth $9.9M as of Q2 2026.
Woodmont Investment Counsel bought 1,261 Coca-Cola shares in Q2 2026, an estimated $99.6K.
Coca-Cola made up 0.54% of Woodmont Investment Counsel's portfolio in Q2 2026, its #43 holding.
Woodmont Investment Counsel first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.