GKWIM
KO icon

Gerber Kawasaki Wealth & Investment Management’s Coca-Cola KO Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.14M Buy
13,969
+273
+2% +$21.6K 0.03% 163
2026
Q1 		$1.04M Sell
13,696
-479
-3% -$36.2K 0.03% 161
2025
Q4 		$991K Buy
14,175
+3,570
+34% +$249K 0.03% 160
2025
Q3 		$703K Buy
10,605
+1,984
+23% +$137K 0.02% 180
2025
Q2 		$610K Sell
8,621
-698
-7% -$49.7K 0.02% 185
2025
Q1 		$667K Buy
9,319
+2,784
+43% +$186K 0.03% 167
2024
Q4 		$407K Buy
6,535
+285
+5% +$18.6K 0.02% 206
2024
Q3 		$449K Buy
6,250
+59
+1% +$4.04K 0.02% 191
2024
Q2 		$394K Sell
6,191
-66
-1% -$4.08K 0.02% 195
2024
Q1 		$383K Sell
6,257
-263
-4% -$15.8K 0.02% 199
2023
Q4 		$384K Sell
6,520
-165
-2% -$9.37K 0.02% 185
2023
Q3 		$374K Buy
6,685
+923
+16% +$55.4K 0.03% 178
2023
Q2 		$347K Sell
5,762
-11
-0.2% -$684 0.02% 186
2023
Q1 		$358K Buy
5,773
+234
+4% +$14.2K 0.03% 184
2022
Q4 		$352K Buy
5,539
+66
+1% +$3.98K 0.03% 181
2022
Q3 		$306K Buy
5,473
+576
+12% +$35.8K 0.03% 180
2022
Q2 		$320K Buy
4,897
+214
+5% +$13.6K 0.03% 181
2022
Q1 		$290K Buy
4,683
+1,118
+31% +$68K 0.02% 207
2021
Q4 		$211K Sell
3,565
-1,455
-29% -$81K 0.02% 253
2021
Q3 		$270K Buy
5,020
+31
+0.6% +$1.73K 0.03% 150
2021
Q2 		$269K Buy
+4,989
New +$271K 0.03% 204

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's KO Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Coca-Cola (KO) stake by 2% in Q2 2026, buying an estimated $21.6K and bringing the position to 13,969 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #163.

Gerber Kawasaki Wealth & Investment Management first reported a position in KO in Q2 2021 and has held it in 21 quarters since. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 13,969 shares of Coca-Cola worth $1.14M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 273 Coca-Cola shares in Q2 2026, an estimated $21.6K.
  • Coca-Cola made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #163 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Coca-Cola in Q2 2021 and has held it in 21 quarters since.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.