Garrison Point Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Sell |
21,838
-370
| -2% | -$28K | 0.76% | 37 |
|
|
2025
Q4 | $1.55M | Sell |
22,208
-50
| -0.2% | -$3.49K | 0.69% | 37 |
|
|
2025
Q3 | $1.48M | Hold |
22,258
| – | – | 0.62% | 40 |
|
|
2025
Q2 | $1.57M | Sell |
22,258
-350
| -2% | -$24.9K | 0.72% | 37 |
|
|
2025
Q1 | $1.62M | Buy |
22,608
+681
| +3% | +$45.5K | 0.79% | 37 |
|
|
2024
Q4 | $1.37M | Sell |
21,927
-50
| -0.2% | -$3.26K | 0.65% | 43 |
|
|
2024
Q3 | $1.58M | Buy |
21,977
+120
| +0.5% | +$8.22K | 0.98% | 28 |
|
|
2024
Q2 | $1.39M | Sell |
21,857
-171
| -0.8% | -$10.6K | 0.92% | 30 |
|
|
2024
Q1 | $1.35M | Buy |
22,028
+139
| +0.6% | +$8.35K | 0.87% | 32 |
|
|
2023
Q4 | $1.29M | Buy |
21,889
+100
| +0.5% | +$5.68K | 0.91% | 35 |
|
|
2023
Q3 | $1.22M | Buy |
21,789
+376
| +2% | +$22.6K | 0.94% | 31 |
|
|
2023
Q2 | $1.29M | Sell |
21,413
-150
| -0.7% | -$9.33K | 0.93% | 32 |
|
|
2023
Q1 | $1.34M | Buy |
21,563
+570
| +3% | +$34.5K | 1% | 26 |
|
|
2022
Q4 | $1.34M | Buy |
20,993
+510
| +2% | +$30.8K | 1.09% | 29 |
|
|
2022
Q3 | $1.15M | Buy |
20,483
+50
| +0.2% | +$3.11K | 1.02% | 32 |
|
|
2022
Q2 | $1.28M | Buy |
20,433
+200
| +1% | +$12.7K | 1.07% | 29 |
|
|
2022
Q1 | $1.25M | Buy |
20,233
+35
| +0.2% | +$2.13K | 0.88% | 36 |
|
|
2021
Q4 | $1.2M | Buy |
20,198
+775
| +4% | +$43.2K | 0.79% | 41 |
|
|
2021
Q3 | $1.02M | Hold |
19,423
| – | – | 0.74% | 43 |
|
|
2021
Q2 | $1.05M | Buy |
19,423
+86
| +0.4% | +$4.68K | 0.76% | 43 |
|
|
2021
Q1 | $1.02M | Hold |
19,337
| – | – | 0.79% | 43 |
|
|
2020
Q4 | $1.06M | Sell |
19,337
-500
| -3% | -$25.9K | 0.85% | 39 |
|
|
2020
Q3 | $979K | Sell |
19,837
-180
| -0.9% | -$8.66K | 0.89% | 36 |
|
|
2020
Q2 | $894K | Sell |
20,017
-405
| -2% | -$18.7K | 0.89% | 38 |
|
|
2020
Q1 | $904K | Sell |
20,422
-550
| -3% | -$29.7K | 1.1% | 33 |
|
|
2019
Q4 | $1.16M | Buy |
20,972
+267
| +1% | +$14.4K | 1.06% | 36 |
|
|
2019
Q3 | $1.13M | Buy |
20,705
+940
| +5% | +$50.3K | 1.12% | 33 |
|
|
2019
Q2 | $1.01M | Buy |
19,765
+1,034
| +6% | +$50.7K | 1.01% | 36 |
|
|
2019
Q1 | $878K | Buy |
18,731
+100
| +0.5% | +$4.68K | 0.92% | 38 |
|
|
2018
Q4 | $882K | Buy |
+18,631
| New | +$892K | 1.09% | 34 |
|
Other funds holding KO
VCM
VPM
Garrison Point Advisors's KO Position: Q1 2026 in Review
Garrison Point Advisors reduced its Coca-Cola (KO) stake by 1.7% in Q1 2026, selling an estimated $28K and leaving 21,838 shares worth $1.66M. The position accounts for 0.76% of the portfolio, ranked #37.
Garrison Point Advisors first reported a position in KO in Q4 2018 and has held it in 30 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Garrison Point Advisors held 21,838 shares of Coca-Cola worth $1.66M as of Q1 2026.
- Garrison Point Advisors sold 370 Coca-Cola shares in Q1 2026, an estimated $28K.
- Coca-Cola made up 0.76% of Garrison Point Advisors's portfolio in Q1 2026, its #37 holding.
- Garrison Point Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.