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
Q2 		$1.11M Sell
13,642
-6,976
-34% -$551K 0.07% 286
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 $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 $3.38T AUM 44.17% 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

Gateway Wealth Partners's KO Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Coca-Cola (KO) stake by 34% in Q2 2026, selling an estimated $551K and leaving 13,642 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #286.

Gateway Wealth Partners first reported a position in KO in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.57M in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gateway Wealth Partners held 13,642 shares of Coca-Cola worth $1.11M as of Q2 2026.
  • Gateway Wealth Partners sold 6,976 Coca-Cola shares in Q2 2026, an estimated $551K.
  • Coca-Cola made up 0.07% of Gateway Wealth Partners's portfolio in Q2 2026, its #286 holding.
  • Gateway Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 11 quarters since.
  • Gateway Wealth Partners's Coca-Cola position peaked at $1.57M in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.