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

GGM 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
2025
Q1 		$589K Buy
8,199
+44
+0.5% +$2.94K 0.33% 65
2024
Q4 		$508K Sell
8,155
-2,734
-25% -$178K 0.27% 74
2024
Q3 		$788K Buy
10,889
+239
+2% +$16.4K 0.34% 57
2024
Q2 		$683K Sell
10,650
-15
-0.1% -$929 0.31% 61
2024
Q1 		$637K Buy
10,665
+66
+0.6% +$3.96K 0.3% 59
2023
Q4 		$629K Sell
10,599
-285
-3% -$16.2K 0.26% 72
2023
Q3 		$614K Sell
10,884
-295
-3% -$17.7K 0.27% 71
2023
Q2 		$665K Buy
11,179
+97
+0.9% +$6.04K 0.27% 65
2023
Q1 		$692K Sell
11,082
-50
-0.4% -$3.03K 0.4% 41
2022
Q4 		$706K Buy
11,132
+56
+0.5% +$3.38K 0.36% 56
2022
Q3 		$652K Buy
11,076
+2,350
+27% +$146K 0.35% 57
2022
Q2 		$546K Sell
8,726
-2
-0% -$127 0.3% 66
2022
Q1 		$567K Buy
8,728
+523
+6% +$31.8K 0.28% 71
2021
Q4 		$496K Buy
8,205
+39
+0.5% +$2.17K 0.39% 51
2021
Q3 		$442K Sell
8,166
-699
-8% -$39K 0.35% 53
2021
Q2 		$499K Buy
8,865
+41
+0.5% +$2.23K 0.42% 47
2021
Q1 		$476K Sell
8,824
-68
-0.8% -$3.42K 0.38% 46
2020
Q4 		$446K Buy
+8,892
New +$460K 0.44% 41

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GGM Wealth Advisors's KO Position: Q1 2025 in Review

GGM Wealth Advisors increased its Coca-Cola (KO) stake by 0.54% in Q1 2025, buying an estimated $2.94K and bringing the position to 8,199 shares worth $589K. The position accounts for 0.33% of the portfolio, ranked #65.

GGM Wealth Advisors first reported a position in KO in Q4 2020 and has held it in 18 quarters since. The position peaked at $788K in Q3 2024. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • GGM Wealth Advisors held 8,199 shares of Coca-Cola worth $589K as of Q1 2025.
  • GGM Wealth Advisors bought 44 Coca-Cola shares in Q1 2025, an estimated $2.94K.
  • Coca-Cola made up 0.33% of GGM Wealth Advisors's portfolio in Q1 2025, its #65 holding.
  • GGM Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 18 quarters since.
  • GGM Wealth Advisors's Coca-Cola position peaked at $788K in Q3 2024.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.