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Gallagher Fiduciary Advisors’s Coca-Cola KO Stock Holding History

Gallagher Fiduciary 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
Q2 		$1.23M Sell
15,091
-289
-2% -$22.8K 0.04% 100
2026
Q1 		$1.17M Sell
15,380
-851
-5% -$64.3K 0.05% 65
2025
Q4 		$1.13M Buy
16,231
+654
+4% +$45.6K 0.04% 91
2025
Q3 		$1.03M Sell
15,577
-4,589
-23% -$316K 0.04% 79
2025
Q2 		$1.43M Sell
20,166
-2,158
-10% -$154K 0.06% 57
2025
Q1 		$1.6M Buy
22,324
+328
+1% +$21.9K 0.05% 67
2024
Q4 		$1.37M Buy
21,996
+3,842
+21% +$251K 0.27% 48
2024
Q3 		$1.3M Sell
18,154
-165
-0.9% -$11.3K 0.26% 44
2024
Q2 		$1.17M Buy
18,319
+5,268
+40% +$326K 0.26% 46
2024
Q1 		$798K Buy
13,051
+912
+8% +$54.8K 0.03% 70
2023
Q4 		$715K Buy
12,139
+73
+0.6% +$4.15K 0.02% 79
2023
Q3 		$675K Sell
12,066
-653
-5% -$39.2K 0.06% 71
2023
Q2 		$766K Sell
12,719
-356
-3% -$22.1K 0.06% 79
2023
Q1 		$811K Buy
+13,075
New +$792K 0.07% 82

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gallagher Fiduciary Advisors's KO Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Coca-Cola (KO) stake by 1.9% in Q2 2026, selling an estimated $22.8K and leaving 15,091 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #100.

Gallagher Fiduciary Advisors first reported a position in KO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.6M in Q1 2025. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gallagher Fiduciary Advisors held 15,091 shares of Coca-Cola worth $1.23M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 289 Coca-Cola shares in Q2 2026, an estimated $22.8K.
  • Coca-Cola made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #100 holding.
  • Gallagher Fiduciary Advisors first reported a position in Coca-Cola in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's Coca-Cola position peaked at $1.6M in Q1 2025.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.