SEC 13F Intelligence

Waypoint Wealth Counsel / KO

Waypoint Wealth Counsel’s Coca Cola Co Position

Does Waypoint Wealth Counsel own Coca Cola Co (KO)? Yes — 122.3K shares worth $9M (+4.81% of its 13F portfolio) as of Q1 2026, down from 125.9K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
122.3K
% of Portfolio
+4.81%
Quarters Held
9
currently held

Position History KO

Reported value by quarter
Q1 ’24: $292,471Q1 ’24Q2 ’24: $306,777Q3 ’24: $384,704Q3 ’24Q4 ’24: $372,989Q1 ’25: $455,922Q1 ’25Q2 ’25: $9MQ3 ’25: $8MQ3 ’25Q4 ’25: $9MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026122.3K$9M+4.81%
Q4 2025125.9K$9M+3.23%
Q3 2025126.7K$8M+3.32%
Q2 2025126.9K$9M+4.45%
Q1 20256.4K$455,922+0.29%
Q4 20246.0K$372,989+0.24%
Q3 20245.4K$384,704+0.26%
Q2 20244.8K$306,777+0.23%
Q1 20244.8K$292,471+0.23%

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