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GDS Wealth Management’s Coca-Cola KO Stock Holding History

GDS Wealth Management’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 		$616K Sell
8,097
-987
-11% -$74.6K 0.04% 112
2025
Q4 		$635K Sell
9,084
-36
-0.4% -$2.51K 0.04% 112
2025
Q3 		$605K Buy
9,120
+506
+6% +$34.8K 0.04% 113
2025
Q2 		$609K Buy
8,614
+23
+0.3% +$1.64K 0.04% 107
2025
Q1 		$615K Buy
8,591
+150
+2% +$10K 0.05% 99
2024
Q4 		$526K Sell
8,441
-223
-3% -$14.6K 0.05% 109
2024
Q3 		$623K Sell
8,664
-288
-3% -$19.7K 0.06% 86
2024
Q2 		$570K Sell
8,952
-537
-6% -$33.2K 0.06% 78
2024
Q1 		$581K Sell
9,489
-587
-6% -$35.3K 0.07% 83
2023
Q4 		$594K Sell
10,076
-622
-6% -$35.3K 0.08% 75
2023
Q3 		$599K Sell
10,698
-1,674
-14% -$100K 0.09% 66
2023
Q2 		$745K Sell
12,372
-299
-2% -$18.6K 0.12% 67
2023
Q1 		$786K Sell
12,671
-351
-3% -$21.3K 0.14% 59
2022
Q4 		$828K Sell
13,022
-74
-0.6% -$4.47K 0.16% 60
2022
Q3 		$734K Buy
13,096
+753
+6% +$46.8K 0.16% 57
2022
Q2 		$777K Sell
12,343
-318
-3% -$20.2K 0.17% 58
2022
Q1 		$816K Buy
12,661
+117
+0.9% +$7.12K 0.18% 60
2021
Q4 		$743K Buy
+12,544
New +$699K 0.17% 65

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

GDS Wealth Management's KO Position: Q1 2026 in Review

GDS Wealth Management reduced its Coca-Cola (KO) stake by 11% in Q1 2026, selling an estimated $74.6K and leaving 8,097 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #112.

GDS Wealth Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $828K in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • GDS Wealth Management held 8,097 shares of Coca-Cola worth $616K as of Q1 2026.
  • GDS Wealth Management sold 987 Coca-Cola shares in Q1 2026, an estimated $74.6K.
  • Coca-Cola made up 0.04% of GDS Wealth Management's portfolio in Q1 2026, its #112 holding.
  • GDS Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's Coca-Cola position peaked at $828K in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.