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Gladstone Institutional Advisory’s Coca-Cola KO Stock Holding History

Gladstone Institutional Advisory’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 		$5.58M Sell
73,322
-2,792
-4% -$211K 0.21% 108
2025
Q4 		$5.32M Buy
76,114
+1,697
+2% +$118K 0.2% 108
2025
Q3 		$4.94M Buy
74,417
+1,465
+2% +$101K 0.19% 113
2025
Q2 		$5.16M Sell
72,952
-4,626
-6% -$330K 0.21% 112
2025
Q1 		$5.56M Buy
77,578
+3,632
+5% +$243K 0.26% 97
2024
Q4 		$4.6M Sell
73,946
-4,673
-6% -$305K 0.21% 108
2024
Q3 		$5.65M Buy
78,619
+3,415
+5% +$234K 0.28% 90
2024
Q2 		$4.79M Buy
75,204
+4,861
+7% +$301K 0.25% 108
2024
Q1 		$4.3M Buy
70,343
+387
+0.6% +$23.2K 0.24% 115
2023
Q4 		$4.12M Buy
69,956
+5,712
+9% +$324K 0.23% 116
2023
Q3 		$3.6M Sell
64,244
-1,075
-2% -$64.5K 0.23% 111
2023
Q2 		$3.93M Sell
65,319
-9,500
-13% -$591K 0.24% 112
2023
Q1 		$4.64M Sell
74,819
-16,895
-18% -$1.02M 0.3% 92
2022
Q4 		$5.83M Sell
91,714
-3,830
-4% -$231K 0.41% 59
2022
Q3 		$5.35M Buy
95,544
+6,413
+7% +$399K 0.42% 49
2022
Q2 		$5.61M Buy
89,131
+3,899
+5% +$247K 0.44% 47
2022
Q1 		$5.28M Buy
85,232
+31,963
+60% +$1.94M 0.36% 68
2021
Q4 		$3.15M Buy
53,269
+9,093
+21% +$506K 0.24% 113
2021
Q3 		$2.32M Buy
44,176
+20,163
+84% +$1.12M 0.23% 131
2021
Q2 		$1.3M Buy
24,013
+11,151
+87% +$607K 0.15% 155
2021
Q1 		$678K Buy
12,862
+8,442
+191% +$425K 0.11% 193
2020
Q4 		$242K Sell
4,420
-340
-7% -$17.6K 0.05% 266
2020
Q3 		$235K Sell
4,760
-382
-7% -$18.4K 0.06% 234
2020
Q2 		$230K Sell
5,142
-11,269
-69% -$519K 0.06% 199
2020
Q1 		$726K Buy
16,411
+9,161
+126% +$495K 0.19% 113
2019
Q4 		$401K Sell
7,250
-446
-6% -$24K 0.1% 161
2019
Q3 		$419K Sell
7,696
-497
-6% -$26.6K 0.11% 166
2019
Q2 		$417K Buy
8,193
+2,787
+52% +$137K 0.13% 166
2019
Q1 		$253K Sell
5,406
-209
-4% -$9.78K 0.09% 171
2018
Q4 		$266K Buy
+5,615
New +$269K 0.15% 137

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

Gladstone Institutional Advisory's KO Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Coca-Cola (KO) stake by 3.7% in Q1 2026, selling an estimated $211K and leaving 73,322 shares worth $5.58M. The position accounts for 0.21% of the portfolio, ranked #108.

Gladstone Institutional Advisory first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.83M in Q4 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Gladstone Institutional Advisory held 73,322 shares of Coca-Cola worth $5.58M as of Q1 2026.
  • Gladstone Institutional Advisory sold 2,792 Coca-Cola shares in Q1 2026, an estimated $211K.
  • Coca-Cola made up 0.21% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #108 holding.
  • Gladstone Institutional Advisory first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Coca-Cola position peaked at $5.83M in Q4 2022.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.