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Garton & Associates Financial Advisors’s Coca-Cola KO Stock Holding History

Garton & Associates Financial 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 		$1.36M Buy
16,683
+1,687
+11% +$133K 3.07% 15
2026
Q1 		$1.14M Buy
14,996
+3,432
+30% +$259K 0.93% 33
2025
Q4 		$808K Buy
+11,564
New +$806K 0.45% 43

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

Garton & Associates Financial Advisors's KO Position: Q2 2026 in Review

Garton & Associates Financial Advisors increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $133K and bringing the position to 16,683 shares worth $1.36M. The position accounts for 3.07% of the portfolio, ranked #15.

Garton & Associates Financial Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Garton & Associates Financial Advisors held 16,683 shares of Coca-Cola worth $1.36M as of Q2 2026.
  • Garton & Associates Financial Advisors bought 1,687 Coca-Cola shares in Q2 2026, an estimated $133K.
  • Coca-Cola made up 3.07% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Garton & Associates Financial Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.