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Geometric Wealth Advisors’s Coca-Cola KO Stock Holding History

Geometric Wealth Advisors’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 		$893K Buy
11,743
+145
+1% +$11K 0.11% 31
2025
Q4 		$811K Buy
11,598
+16
+0.1% +$1.11K 0.1% 34
2025
Q3 		$768K Buy
11,582
+111
+1% +$7.64K 0.1% 34
2025
Q2 		$812K Buy
11,471
+45
+0.4% +$3.21K 0.12% 30
2025
Q1 		$818K Buy
11,426
+29
+0.3% +$1.94K 0.14% 28
2024
Q4 		$710K Buy
11,397
+10
+0.1% +$653 0.13% 30
2024
Q3 		$818K Hold
11,387
– – 0.15% 26
2024
Q2 		$725K Buy
+11,387
New +$705K 0.15% 26

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

Geometric Wealth Advisors's KO Position: Q1 2026 in Review

Geometric Wealth Advisors increased its Coca-Cola (KO) stake by 1.3% in Q1 2026, buying an estimated $11K and bringing the position to 11,743 shares worth $893K. The position accounts for 0.11% of the portfolio, ranked #31.

Geometric Wealth Advisors first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Geometric Wealth Advisors held 11,743 shares of Coca-Cola worth $893K as of Q1 2026.
  • Geometric Wealth Advisors bought 145 Coca-Cola shares in Q1 2026, an estimated $11K.
  • Coca-Cola made up 0.11% of Geometric Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Geometric Wealth Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Geometric Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.