SEC 13F Intelligence

Wendell David Associates Inc / KO

Wendell David Associates Inc’s Coca Cola Co Position

Does Wendell David Associates Inc own Coca Cola Co (KO)? Yes168.1K shares worth $13M (+1.39% of its 13F portfolio) as of Q1 2026, down from 169.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
168.1K
% of Portfolio
+1.39%
Quarters Held
29
currently held

Position History KO

Reported value by quarter
Q1 ’19: $10MQ1 ’19Q2 ’19: $11MQ3 ’19: $11MQ4 ’19: $11MQ1 ’20: $9MQ1 ’20Q2 ’20: $9MQ3 ’20: $10MQ4 ’20: $11MQ1 ’21: $10MQ1 ’21Q2 ’21: $11MQ3 ’21: $10MQ4 ’21: $11MQ1 ’22: $12MQ1 ’22Q2 ’22: $12MQ3 ’22: $11MQ4 ’22: $12MQ1 ’23: $12MQ1 ’23Q2 ’23: $11MQ3 ’23: $10MQ4 ’23: $11MQ1 ’24: $11MQ1 ’24Q2 ’24: $11MQ3 ’24: $13MQ4 ’24: $11MQ1 ’25: $13MQ1 ’25Q2 ’25: $12MQ3 ’25: $11MQ4 ’25: $12MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026168.1K$13M+1.39%
Q4 2025169.2K$12M+1.20%
Q3 2025172.9K$11M+1.13%
Q2 2025173.0K$12M+1.23%
Q1 2025175.9K$13M+1.26%
Q4 2024178.8K$11M+1.10%
Q3 2024179.7K$13M+1.23%
Q2 2024179.7K$11M+1.17%
Q1 2024180.5K$11M+1.12%
Q4 2023185.8K$11M+1.18%
Q3 2023183.9K$10M+1.21%
Q2 2023183.6K$11M+1.25%
Q1 2023186.4K$12M+1.37%
Q4 2022188.7K$12M+1.48%
Q3 2022188.7K$11M+1.42%
Q2 2022188.3K$12M+1.51%
Q1 2022188.3K$12M+1.30%
Q4 2021193.3K$11M+1.16%
Q3 2021195.9K$10M+1.15%
Q2 2021194.8K$11M+1.18%
Q1 2021194.3K$10M+1.23%
Q4 2020197.3K$11M+1.32%
Q3 2020199.8K$10M+1.32%
Q2 2020202.1K$9M+1.31%
Q1 2020204.1K$9M+1.53%
Q4 2019206.6K$11M+1.58%
Q3 2019207.3K$11M+1.65%
Q2 2019207.6K$11M+1.59%
Q1 2019209.3K$10M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wendell David Associates Inc’s full portfolio or all institutional holders of KO.