GC Wealth Management RIA’s Coca-Cola KO Stock Holding History

GC Wealth Management RIA’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	$3.27M	Sell	40,198 -5,149	-11%	-$407K	0.19%	99
2026 Q1	$3.45M	Sell	45,347 -4,726	-9%	-$357K	0.14%	105
2025 Q4	$3.5M	Sell	50,073 -32,672	-39%	-$2.28M	0.13%	107
2025 Q3	$5.49M	Buy	82,745 +43,090	+109%	+$2.97M	0.18%	97
2025 Q2	$2.81M	Buy	39,655 +27,637	+230%	+$1.97M	0.23%	97
2025 Q1	$861K	Buy	12,018 +643	+6%	+$42.9K	0.16%	119
2024 Q4	$708K	Buy	11,375 +93	+0.8%	+$6.07K	0.12%	139
2024 Q3	$811K	Sell	11,282 -187	-2%	-$12.8K	0.14%	126
2024 Q2	$730K	Sell	11,469 -515	-4%	-$31.9K	0.14%	128
2024 Q1	$733K	Buy	+11,984	New	+$720K	0.15%	125

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GC Wealth Management RIA's KO Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $407K and leaving 40,198 shares worth $3.27M. The position accounts for 0.19% of the portfolio, ranked #99.

GC Wealth Management RIA first reported a position in KO in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.49M in Q3 2025. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

GC Wealth Management RIA held 40,198 shares of Coca-Cola worth $3.27M as of Q2 2026.
GC Wealth Management RIA sold 5,149 Coca-Cola shares in Q2 2026, an estimated $407K.
Coca-Cola made up 0.19% of GC Wealth Management RIA's portfolio in Q2 2026, its #99 holding.
GC Wealth Management RIA first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
GC Wealth Management RIA's Coca-Cola position peaked at $5.49M in Q3 2025.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.