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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
Q2 		$794K Buy
9,768
+1,671
+21% +$132K 0.04% 108
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 $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

GDS Wealth Management's KO Position: Q2 2026 in Review

GDS Wealth Management increased its Coca-Cola (KO) stake by 21% in Q2 2026, buying an estimated $132K and bringing the position to 9,768 shares worth $794K. The position accounts for 0.04% of the portfolio, ranked #108.

GDS Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $828K in Q4 2022. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • GDS Wealth Management held 9,768 shares of Coca-Cola worth $794K as of Q2 2026.
  • GDS Wealth Management bought 1,671 Coca-Cola shares in Q2 2026, an estimated $132K.
  • Coca-Cola made up 0.04% of GDS Wealth Management's portfolio in Q2 2026, its #108 holding.
  • GDS Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's Coca-Cola position peaked at $828K in Q4 2022.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.