Annis Gardner Whiting Capital Advisors’s Coca-Cola KO Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$1.29M	Buy	15,863 +2,349	+17%	+$186K	0.19%	95
2026 Q1	$1.03M	Sell	13,514 -773	-5%	-$58.4K	0.17%	102
2025 Q4	$999K	Buy	14,287 +5,517	+63%	+$385K	0.19%	94
2025 Q3	$585K	Sell	8,770 -135	-2%	-$9.29K	0.12%	145
2025 Q2	$633K	Buy	8,905 +1,604	+22%	+$114K	0.22%	98
2025 Q1	$526K	Sell	7,301 -483	-6%	-$32.3K	0.22%	94
2024 Q4	$485K	Buy	7,784 +259	+3%	+$16.9K	0.14%	132
2024 Q3	$544K	Sell	7,525 -671	-8%	-$45.9K	0.15%	118
2024 Q2	$525K	Buy	8,196 +367	+5%	+$22.7K	0.15%	124
2024 Q1	$482K	Buy	7,829 +1,249	+19%	+$75K	0.17%	107
2023 Q4	$388K	Buy	6,580 +1,465	+29%	+$83.2K	0.17%	104
2023 Q3	$289K	Buy	+5,115	New	+$307K	0.15%	109

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's KO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Coca-Cola (KO) stake by 17% in Q2 2026, buying an estimated $186K and bringing the position to 15,863 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #95.

Annis Gardner Whiting Capital Advisors first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 15,863 shares of Coca-Cola worth $1.29M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 2,349 Coca-Cola shares in Q2 2026, an estimated $186K.
Coca-Cola made up 0.19% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #95 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.