Financial Gravity Companies’s Coca-Cola KO Stock Holding History

Financial Gravity Companies’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	$3.17M	Buy	+38,976	New	+$3.08M	0.51%	47
2025 Q2	$2.39M	Buy	+33,787	New	+$2.41M	0.47%	55
2024 Q4	$1.83M	Buy	29,365 +1,040	+4%	+$67.9K	0.42%	61
2024 Q3	$2.04M	Buy	+28,325	New	+$1.94M	0.54%	46
2018 Q4	$45K	Buy	+932	New	+$44.6K	0.04%	369
2018 Q1	$37K	Sell	882 -13	-1%	-$584	0.04%	411
2017 Q4	$43K	Buy	+895	New	+$41.1K	0.05%	322

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Companies's KO Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Coca-Cola (KO) in Q2 2026: 38,976 shares worth $3.17M. The stake represents 0.51% of the portfolio and ranks #47 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in KO as recently as Q2 2025.

Financial Gravity Companies first reported a position in KO in Q4 2017 and has held it in 7 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Financial Gravity Companies held 38,976 shares of Coca-Cola worth $3.17M as of Q2 2026.
Coca-Cola was a new Financial Gravity Companies position in Q2 2026.
Coca-Cola made up 0.51% of Financial Gravity Companies's portfolio in Q2 2026, its #47 holding.
Financial Gravity Companies first reported a position in Coca-Cola in Q4 2017 and has held it in 7 quarters since.
3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.