AGWCA
KO icon

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
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's KO Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Coca-Cola (KO) stake by 5.4% in Q1 2026, selling an estimated $58.4K and leaving 13,514 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #102.

Annis Gardner Whiting Capital Advisors first reported a position in KO in Q3 2023 and has held it in 11 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 13,514 shares of Coca-Cola worth $1.03M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 773 Coca-Cola shares in Q1 2026, an estimated $58.4K.
  • Coca-Cola made up 0.17% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #102 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Coca-Cola in Q3 2023 and has held it in 11 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.