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
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 $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Financial Gravity Companies's KO Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Coca-Cola (KO) in Q2 2025: 33,787 shares worth $2.39M. The stake represents 0.47% of the portfolio and ranks #55 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in KO as recently as Q4 2024.

Financial Gravity Companies first reported a position in KO in Q4 2017 and has held it in 6 quarters since. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Financial Gravity Companies held 33,787 shares of Coca-Cola worth $2.39M as of Q2 2025.
Coca-Cola was a new Financial Gravity Companies position in Q2 2025.
Coca-Cola made up 0.47% of Financial Gravity Companies's portfolio in Q2 2025, its #55 holding.
Financial Gravity Companies first reported a position in Coca-Cola in Q4 2017 and has held it in 6 quarters since.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.