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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
Q2 		$951K Sell
11,706
-37
-0.3% -$2.92K 0.1% 31
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 $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

Geometric Wealth Advisors's KO Position: Q2 2026 in Review

Geometric Wealth Advisors reduced its Coca-Cola (KO) stake by 0.32% in Q2 2026, selling an estimated $2.92K and leaving 11,706 shares worth $951K. The position accounts for 0.1% of the portfolio, ranked #31.

Geometric Wealth Advisors first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Geometric Wealth Advisors held 11,706 shares of Coca-Cola worth $951K as of Q2 2026.
  • Geometric Wealth Advisors sold 37 Coca-Cola shares in Q2 2026, an estimated $2.92K.
  • Coca-Cola made up 0.1% of Geometric Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Geometric Wealth Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.