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Crescent Grove Advisors’s Coca-Cola KO Stock Holding History

Crescent Grove 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 		$505K Buy
6,172
+8
+0.1% +$632 0.04% 184
2026
Q1 		$472K Sell
6,164
-69
-1% -$5.22K 0.05% 189
2025
Q4 		$436K Buy
6,233
+17
+0.3% +$1.19K 0.04% 193
2025
Q3 		$415K Sell
6,216
-799
-11% -$55K 0.04% 192
2025
Q2 		$500K Sell
7,015
-1,207
-15% -$86K 0.05% 160
2025
Q1 		$593K Sell
8,222
-94
-1% -$6.28K 0.06% 144
2024
Q4 		$518K Buy
8,316
+1,135
+16% +$74.1K 0.05% 156
2024
Q3 		$519K Sell
7,181
-747
-9% -$51.2K 0.05% 160
2024
Q2 		$508K Sell
7,928
-837
-10% -$51.8K 0.06% 161
2024
Q1 		$541K Hold
8,765
– – 0.06% 174
2023
Q4 		$517K Buy
8,765
+46
+0.5% +$2.61K 0.06% 169
2023
Q3 		$492K Sell
8,719
-3,042
-26% -$182K 0.06% 175
2023
Q2 		$714K Sell
11,761
-1,857
-14% -$116K 0.08% 136
2023
Q1 		$851K Buy
13,618
+500
+4% +$30.3K 0.1% 121
2022
Q4 		$834K Buy
13,118
+6,496
+98% +$392K 0.09% 127
2022
Q3 		$374K Buy
6,622
+67
+1% +$4.16K 0.04% 182
2022
Q2 		$415K Sell
6,555
-54
-0.8% -$3.42K 0.04% 174
2022
Q1 		$413K Buy
6,609
+934
+16% +$56.8K 0.04% 186
2021
Q4 		$336K Buy
5,675
+1,042
+22% +$58K 0.03% 217
2021
Q3 		$245K Buy
4,633
+7
+0.2% +$390 0.03% 228
2021
Q2 		$252K Buy
+4,626
New +$252K 0.03% 222
2019
Q1 		– Sell
-18,769
Closed -$889K – 164
2018
Q4 		$889K Buy
18,769
+12
+0.1% +$574 0.19% 66
2018
Q3 		$874K Buy
18,757
+6
+0% +$274 0.19% 62
2018
Q2 		$830K Buy
18,751
+7
+0% +$302 0.21% 62
2018
Q1 		$821K Buy
18,744
+30
+0.2% +$1.35K 0.2% 60
2017
Q4 		$859K Hold
18,714
– – 0.22% 58
2017
Q3 		$849K Hold
18,714
– – 0.22% 59
2017
Q2 		$846K Buy
+18,714
New +$827K 0.24% 54

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crescent Grove Advisors's KO Position: Q2 2026 in Review

Crescent Grove Advisors increased its Coca-Cola (KO) stake by 0.13% in Q2 2026, buying an estimated $632 and bringing the position to 6,172 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #184.

Crescent Grove Advisors first reported a position in KO in Q2 2017 and has held it in 28 quarters since. The position peaked at $889K in Q4 2018. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Crescent Grove Advisors held 6,172 shares of Coca-Cola worth $505K as of Q2 2026.
  • Crescent Grove Advisors bought 8 Coca-Cola shares in Q2 2026, an estimated $632.
  • Coca-Cola made up 0.04% of Crescent Grove Advisors's portfolio in Q2 2026, its #184 holding.
  • Crescent Grove Advisors first reported a position in Coca-Cola in Q2 2017 and has held it in 28 quarters since.
  • Crescent Grove Advisors's Coca-Cola position peaked at $889K in Q4 2018.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.