GWP
KO icon

Gateway Wealth Partners’s Coca-Cola KO Stock Holding History

Gateway Wealth Partners’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 		$1.57M Buy
20,618
+16,398
+389% +$1.24M 0.06% 299
2025
Q4 		$295K Buy
4,220
+355
+9% +$24.7K 0.03% 369
2025
Q3 		$256K Buy
3,865
+257
+7% +$17.7K 0.03% 354
2025
Q2 		$255K Buy
3,608
+734
+26% +$52.3K 0.05% 304
2025
Q1 		$206K Buy
+2,874
New +$192K 0.05% 301
2024
Q1 		– Sell
-3,804
Closed -$224K – 242
2023
Q4 		$224K Sell
3,804
-835
-18% -$47.4K 0.09% 201
2023
Q3 		$260K Sell
4,639
-61
-1% -$3.66K 0.05% 212
2023
Q2 		$283K Buy
4,700
+22
+0.5% +$1.37K 0.05% 188
2023
Q1 		$290K Buy
4,678
+100
+2% +$6.05K 0.04% 166
2022
Q4 		$291K Buy
+4,578
New +$276K 0.05% 148

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gateway Wealth Partners's KO Position: Q1 2026 in Review

Gateway Wealth Partners increased its Coca-Cola (KO) stake by 389% in Q1 2026, buying an estimated $1.24M and bringing the position to 20,618 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #299.

Gateway Wealth Partners first reported a position in KO in Q4 2022 and has held it in 10 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Gateway Wealth Partners held 20,618 shares of Coca-Cola worth $1.57M as of Q1 2026.
  • Gateway Wealth Partners bought 16,398 Coca-Cola shares in Q1 2026, an estimated $1.24M.
  • Coca-Cola made up 0.06% of Gateway Wealth Partners's portfolio in Q1 2026, its #299 holding.
  • Gateway Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 10 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.