Gilliland Jeter Wealth Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$218K Buy
2,678
+2
+0.1% +$158 0.06% 184
2026
Q1
$204K Buy
+2,676
New +$202K 0.06% 179
2024
Q4
Sell
-2,109
Closed -$152K 426
2024
Q3
$152K Buy
2,109
+76
+4% +$5.2K 0.05% 189
2024
Q2
$129K Sell
2,033
-186
-8% -$11.5K 0.04% 194
2024
Q1
$136K Buy
+2,219
New +$133K 0.05% 192

Other funds holding KO

Gilliland Jeter Wealth Management's KO Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Coca-Cola (KO) stake by 0.07% in Q2 2026, buying an estimated $158 and bringing the position to 2,678 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #184.

Gilliland Jeter Wealth Management first reported a position in KO in Q1 2024 and has held it in 5 quarters since. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gilliland Jeter Wealth Management held 2,678 shares of Coca-Cola worth $218K as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 2 Coca-Cola shares in Q2 2026, an estimated $158.
  • Coca-Cola made up 0.06% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Gilliland Jeter Wealth Management first reported a position in Coca-Cola in Q1 2024 and has held it in 5 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.