Financial Gravity Asset Management’s Coca-Cola KO Stock Holding History

Financial Gravity Asset Management’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	$2.92M	Sell	38,367 -104	-0.3%	-$7.86K	0.52%	46
2025 Q4	$2.69M	Buy	38,471 +3,454	+10%	+$241K	0.52%	50
2025 Q3	$2.32M	Buy	+35,017	New	+$2.41M	0.46%	52
2025 Q1	$2.29M	Buy	+31,981	New	+$2.14M	0.5%	48
2024 Q2	$2.01M	Buy	31,637 +2,780	+10%	+$172K	0.5%	52
2024 Q1	$1.7M	Sell	28,857 -1	-0%	-$60	0.48%	53
2023 Q4	$1.7M	Buy	+28,858	New	+$1.64M	0.48%	53
2021 Q3	$527K	Sell	9,093 -11,875	-57%	-$662K	0.25%	75
2021 Q2	$1.19M	Buy	+20,968	New	+$1.14M	0.43%	60
2020 Q4	$540K	Buy	+9,999	New	+$517K	0.49%	56
2019 Q4	$70K	Sell	705 -317	-31%	-$17K	0.05%	475
2019 Q3	$56K	Buy	1,022 +135	+15%	+$7.23K	0.05%	276
2019 Q2	$45K	Buy	887 +139	+19%	+$6.81K	0.04%	338
2019 Q1	$35K	Buy	+748	New	+$35K	0.03%	373
2018 Q3	$46K	Sell	995 -140	-12%	-$6.4K	0.05%	348
2018 Q2	$52K	Buy	1,135 +253	+29%	+$10.9K	0.05%	313
2018 Q1	$37K	Buy	+882	New	+$39.6K	0.04%	411

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Financial Gravity Asset Management's KO Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Coca-Cola (KO) stake by 0.27% in Q1 2026, selling an estimated $7.86K and leaving 38,367 shares worth $2.92M. The position accounts for 0.52% of the portfolio, ranked #46.

Financial Gravity Asset Management first reported a position in KO in Q1 2018 and has held it in 17 quarters since. 3,576 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Financial Gravity Asset Management held 38,367 shares of Coca-Cola worth $2.92M as of Q1 2026.
Financial Gravity Asset Management sold 104 Coca-Cola shares in Q1 2026, an estimated $7.86K.
Coca-Cola made up 0.52% of Financial Gravity Asset Management's portfolio in Q1 2026, its #46 holding.
Financial Gravity Asset Management first reported a position in Coca-Cola in Q1 2018 and has held it in 17 quarters since.
3,576 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.