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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
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 $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

Crescent Grove Advisors's KO Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Coca-Cola (KO) stake by 1.1% in Q1 2026, selling an estimated $5.22K and leaving 6,164 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #189.

Crescent Grove Advisors first reported a position in KO in Q2 2017 and has held it in 27 quarters since. The position peaked at $889K in Q4 2018. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Crescent Grove Advisors held 6,164 shares of Coca-Cola worth $472K as of Q1 2026.
  • Crescent Grove Advisors sold 69 Coca-Cola shares in Q1 2026, an estimated $5.22K.
  • Coca-Cola made up 0.05% of Crescent Grove Advisors's portfolio in Q1 2026, its #189 holding.
  • Crescent Grove Advisors first reported a position in Coca-Cola in Q2 2017 and has held it in 27 quarters since.
  • Crescent Grove Advisors's Coca-Cola position peaked at $889K in Q4 2018.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.