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Elwood & Goetz Wealth Advisory Group’s Coca-Cola KO Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$559K Buy
7,353
+344
+5% +$26K 0.09% 67
2025
Q4 		$490K Sell
7,009
-148
-2% -$10.3K 0.09% 65
2025
Q3 		$475K Sell
7,157
-501
-7% -$34.5K 0.09% 69
2025
Q2 		$542K Buy
7,658
+98
+1% +$6.98K 0.12% 55
2025
Q1 		$541K Buy
7,560
+739
+11% +$49.4K 0.13% 47
2024
Q4 		$425K Buy
6,821
+65
+1% +$4.24K 0.1% 58
2024
Q3 		$485K Sell
6,756
-115
-2% -$7.88K 0.12% 55
2024
Q2 		$437K Buy
6,871
+149
+2% +$9.22K 0.12% 47
2024
Q1 		$411K Sell
6,722
-528
-7% -$31.7K 0.1% 57
2023
Q4 		$427K Buy
7,250
+2,835
+64% +$161K 0.09% 52
2023
Q3 		$247K Sell
4,415
-3
-0.1% -$180 0.06% 67
2023
Q2 		$266K Sell
4,418
-343
-7% -$21.3K 0.06% 57
2023
Q1 		$295K Buy
4,761
+500
+12% +$30.3K 0.07% 54
2022
Q4 		$271K Sell
4,261
-218
-5% -$13.2K 0.08% 52
2022
Q3 		$251K Sell
4,479
-288
-6% -$17.9K 0.08% 53
2022
Q2 		$300K Sell
4,767
-443
-9% -$28.1K 0.1% 48
2022
Q1 		$323K Sell
5,210
-276
-5% -$16.8K 0.1% 50
2021
Q4 		$325K Buy
5,486
+300
+6% +$16.7K 0.1% 44
2021
Q3 		$272K Sell
5,186
-67
-1% -$3.73K 0.09% 47
2021
Q2 		$284K Buy
5,253
+1,168
+29% +$63.5K 0.11% 43
2021
Q1 		$215K Hold
4,085
– – 0.09% 45
2020
Q4 		$224K Sell
4,085
-370
-8% -$19.1K 0.1% 46
2020
Q3 		$220K Buy
+4,455
New +$214K 0.12% 38

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

Elwood & Goetz Wealth Advisory Group's KO Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Coca-Cola (KO) stake by 4.9% in Q1 2026, buying an estimated $26K and bringing the position to 7,353 shares worth $559K. The position accounts for 0.09% of the portfolio, ranked #67.

Elwood & Goetz Wealth Advisory Group first reported a position in KO in Q3 2020 and has held it in 23 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 7,353 shares of Coca-Cola worth $559K as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group bought 344 Coca-Cola shares in Q1 2026, an estimated $26K.
  • Coca-Cola made up 0.09% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #67 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Coca-Cola in Q3 2020 and has held it in 23 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.