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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Gallagher Fiduciary Advisors's KO Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its Coca-Cola (KO) stake by 5.2% in Q1 2026, selling an estimated $64.3K and leaving 15,380 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #65.

Gallagher Fiduciary Advisors first reported a position in KO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.6M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Gallagher Fiduciary Advisors held 15,380 shares of Coca-Cola worth $1.17M as of Q1 2026.
Gallagher Fiduciary Advisors sold 851 Coca-Cola shares in Q1 2026, an estimated $64.3K.
Coca-Cola made up 0.05% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #65 holding.
Gallagher Fiduciary Advisors first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's Coca-Cola position peaked at $1.6M in Q1 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.