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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
2015
Q4 		– Sell
-3,700
Closed -$6K – 550
2015
Q3 		$6K Buy
+3,700
New +$148K ﹤0.01% 456

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 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. 2,732 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.
  • 2,732 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.