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Gimbal Financial’s Coca-Cola KO Stock Holding History

Gimbal Financial’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 		$236K Buy
+2,900
New +$229K 0.14% 50
2024
Q4 		– Sell
-3,604
Closed -$243K – 55
2024
Q3 		$243K Buy
3,604
+16
+0.4% +$1.1K 0.16% 44
2024
Q2 		$226K Hold
3,588
– – 0.17% 40
2024
Q1 		$220K Hold
3,588
– – 0.18% 43
2023
Q4 		$211K Buy
+3,588
New +$204K 0.21% 41

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

Gimbal Financial's KO Position: Q2 2026 in Review

Gimbal Financial opened a new position in Coca-Cola (KO) in Q2 2026: 2,900 shares worth $236K. The stake represents 0.14% of the portfolio and ranks #50 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in KO as recently as Q3 2024.

Gimbal Financial first reported a position in KO in Q4 2023 and has held it in 5 quarters since. The position peaked at $243K in Q3 2024. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gimbal Financial held 2,900 shares of Coca-Cola worth $236K as of Q2 2026.
  • Coca-Cola was a new Gimbal Financial position in Q2 2026.
  • Coca-Cola made up 0.14% of Gimbal Financial's portfolio in Q2 2026, its #50 holding.
  • Gimbal Financial first reported a position in Coca-Cola in Q4 2023 and has held it in 5 quarters since.
  • Gimbal Financial's Coca-Cola position peaked at $243K in Q3 2024.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.