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Gill Capital Partners’s Coca-Cola KO Stock Holding History

Gill Capital Partners’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 		$243K Buy
2,992
+117
+4% +$9.24K 0.06% 130
2026
Q1 		$219K Hold
2,875
– – 0.06% 129
2025
Q4 		$201K Buy
+2,875
New +$200K 0.06% 131
2025
Q3 		– Sell
-3,143
Closed -$222K – 145
2025
Q2 		$222K Hold
3,143
– – 0.07% 130
2025
Q1 		$225K Buy
+3,143
New +$210K 0.08% 121
2024
Q4 		– Sell
-2,968
Closed -$213K – 138
2024
Q3 		$213K Buy
+2,968
New +$203K 0.08% 121

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 $3.37T AUM 44.26% 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

Gill Capital Partners's KO Position: Q2 2026 in Review

Gill Capital Partners increased its Coca-Cola (KO) stake by 4.1% in Q2 2026, buying an estimated $9.24K and bringing the position to 2,992 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #130.

Gill Capital Partners first reported a position in KO in Q3 2024 and has held it in 6 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gill Capital Partners held 2,992 shares of Coca-Cola worth $243K as of Q2 2026.
  • Gill Capital Partners bought 117 Coca-Cola shares in Q2 2026, an estimated $9.24K.
  • Coca-Cola made up 0.06% of Gill Capital Partners's portfolio in Q2 2026, its #130 holding.
  • Gill Capital Partners first reported a position in Coca-Cola in Q3 2024 and has held it in 6 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.