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Gibbs Wealth Management’s Coca-Cola KO Stock Holding History

Gibbs 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
Q1 		$1.4M Buy
18,367
+11,610
+172% +$878K 0.18% 114
2025
Q4 		$476K Sell
6,757
-200
-3% -$13.9K 0.12% 206
2025
Q3 		$461K Sell
6,957
-5,314
-43% -$366K 0.1% 219
2025
Q2 		$868K Buy
12,271
+1,677
+16% +$119K 0.17% 144
2025
Q1 		$759K Buy
10,594
+666
+7% +$44.5K 0.18% 128
2024
Q4 		$618K Buy
9,928
+1,308
+15% +$85.4K 0.17% 135
2024
Q3 		$619K Buy
8,620
+1,701
+25% +$116K 0.2% 111
2024
Q2 		$440K Buy
6,919
+1,076
+18% +$66.6K 0.18% 134
2024
Q1 		$357K Buy
+5,843
New +$351K 0.21% 120

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

Gibbs Wealth Management's KO Position: Q1 2026 in Review

Gibbs Wealth Management increased its Coca-Cola (KO) stake by 172% in Q1 2026, buying an estimated $878K and bringing the position to 18,367 shares worth $1.4M. The position accounts for 0.18% of the portfolio, ranked #114.

Gibbs Wealth Management first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Gibbs Wealth Management held 18,367 shares of Coca-Cola worth $1.4M as of Q1 2026.
  • Gibbs Wealth Management bought 11,610 Coca-Cola shares in Q1 2026, an estimated $878K.
  • Coca-Cola made up 0.18% of Gibbs Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Gibbs Wealth Management first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.