Garrett Wealth Advisory Group’s Coca-Cola KO Stock Holding History

Garrett Wealth Advisory Group’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	$501K	Sell	6,167 -724	-11%	-$57.2K	0.08%	88
2026 Q1	$524K	Buy	6,891 +833	+14%	+$63K	0.09%	72
2025 Q4	$424K	Sell	6,058 -2	-0%	-$139	0.08%	80
2025 Q3	$402K	Buy	6,060 +23	+0.4%	+$1.58K	0.08%	79
2025 Q2	$427K	Hold	6,037	–	–	0.09%	71
2025 Q1	$432K	Buy	6,037 +1,625	+37%	+$109K	0.1%	64
2024 Q4	$275K	Buy	4,412 +808	+22%	+$52.7K	0.06%	81
2024 Q3	$259K	Buy	+3,604	New	+$247K	0.06%	82
2021 Q3	–	Sell	-3,800	Closed	-$206K	–	57
2021 Q2	$206K	Hold	3,800	–	–	0.14%	47
2021 Q1	$200K	Hold	3,800	–	–	0.14%	49
2020 Q4	$208K	Buy	+3,800	New	+$196K	0.16%	47
2020 Q1	–	Sell	-4,522	Closed	-$249K	–	43
2019 Q4	$249K	Hold	4,522	–	–	0.18%	44
2019 Q3	$246K	Sell	4,522 -70	-2%	-$3.75K	0.17%	47
2019 Q2	$234K	Sell	4,592 -250	-5%	-$12.3K	0.19%	47
2019 Q1	$227K	Buy	4,842 +190	+4%	+$8.89K	0.19%	46
2018 Q4	$220K	Buy	+4,652	New	+$223K	0.2%	41

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 $3.38T AUM 44.17% 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

Garrett Wealth Advisory Group's KO Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $57.2K and leaving 6,167 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #88.

Garrett Wealth Advisory Group first reported a position in KO in Q4 2018 and has held it in 16 quarters since. The position peaked at $524K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Garrett Wealth Advisory Group held 6,167 shares of Coca-Cola worth $501K as of Q2 2026.
Garrett Wealth Advisory Group sold 724 Coca-Cola shares in Q2 2026, an estimated $57.2K.
Coca-Cola made up 0.08% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #88 holding.
Garrett Wealth Advisory Group first reported a position in Coca-Cola in Q4 2018 and has held it in 16 quarters since.
Garrett Wealth Advisory Group's Coca-Cola position peaked at $524K in Q1 2026.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.