GM Advisory Group’s Coca-Cola KO Stock Holding History

GM Advisory Group’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	$1.18M	Buy	15,541 +55	+0.4%	+$4.16K	0.05%	151
2025 Q4	$1.08M	Buy	15,486 +2,455	+19%	+$171K	0.04%	158
2025 Q3	$864K	Sell	13,031 -4,622	-26%	-$318K	0.04%	159
2025 Q2	$1.25M	Buy	17,653 +711	+4%	+$50.6K	0.06%	132
2025 Q1	$1.21M	Sell	16,942 -425	-2%	-$28.4K	0.07%	114
2024 Q4	$1.08M	Buy	17,367 +638	+4%	+$41.6K	0.06%	119
2024 Q3	$1.2M	Buy	16,729 +903	+6%	+$61.8K	0.07%	103
2024 Q2	$1.01M	Sell	15,826 -857	-5%	-$53K	0.07%	113
2024 Q1	$1.02M	Sell	16,683 -1,680	-9%	-$101K	0.07%	110
2023 Q4	$1.08M	Buy	18,363 +1,225	+7%	+$69.6K	0.08%	89
2023 Q3	$959K	Sell	17,138 -758	-4%	-$45.5K	0.08%	85
2023 Q2	$1.08M	Buy	17,896 +4,213	+31%	+$262K	0.09%	78
2023 Q1	$849K	Buy	13,683 +1,392	+11%	+$84.3K	0.08%	86
2022 Q4	$782K	Hold	12,291	–	–	0.08%	83
2022 Q3	$689K	Hold	12,291	–	–	0.09%	87
2022 Q2	$773K	Sell	12,291 -10	-0.1%	-$634	0.12%	83
2022 Q1	$763K	Buy	12,301 +396	+3%	+$24.1K	0.09%	104
2021 Q4	$705K	Hold	11,905	–	–	0.06%	112
2021 Q3	$625K	Sell	11,905 -49	-0.4%	-$2.73K	0.06%	115
2021 Q2	$647K	Buy	11,954 +504	+4%	+$27.4K	0.07%	112
2021 Q1	$604K	Buy	11,450 +2,262	+25%	+$114K	0.07%	111
2020 Q4	$504K	Buy	9,188 +1,150	+14%	+$59.5K	0.07%	105
2020 Q3	$397K	Sell	8,038 -2,434	-23%	-$117K	0.06%	110
2020 Q2	$468K	Sell	10,472 -60	-0.6%	-$2.76K	0.09%	106
2020 Q1	$466K	Buy	10,532 +2,532	+32%	+$137K	0.13%	75
2019 Q4	$443K	Sell	8,000 -514	-6%	-$27.6K	0.14%	54
2019 Q3	$464K	Buy	8,514 +2,314	+37%	+$124K	0.14%	58
2019 Q2	$316K	Hold	6,200	–	–	0.1%	77
2019 Q1	$291K	Sell	6,200 -209	-3%	-$9.78K	0.1%	80
2018 Q4	$303K	Sell	6,409 -1,697	-21%	-$81.2K	0.11%	76
2018 Q3	$374K	Sell	8,106 -568	-7%	-$26K	0.12%	76
2018 Q2	$380K	Sell	8,674 -239	-3%	-$10.3K	0.11%	77
2018 Q1	$387K	Sell	8,913 -300	-3%	-$13.5K	0.12%	74
2017 Q4	$423K	Sell	9,213 -1,755	-16%	-$80.7K	0.12%	75
2017 Q3	$494K	Sell	10,968 -479	-4%	-$21.8K	0.15%	64
2017 Q2	$518K	Sell	11,447 -1,352	-11%	-$59.7K	0.16%	61
2017 Q1	$548K	Sell	12,799 -503	-4%	-$21K	0.19%	58
2016 Q4	$552K	Buy	13,302 +1,626	+14%	+$67.7K	0.19%	56
2016 Q3	$494K	Buy	+11,676	New	+$512K	0.18%	44
2015 Q1	–	Sell	-5,650	Closed	-$239K	–	59
2014 Q4	$239K	Sell	5,650 -2,297	-29%	-$98.1K	0.13%	56
2014 Q3	$339K	Buy	7,947 +17	+0.2%	+$703	0.25%	43
2014 Q2	$336K	Buy	7,930 +4	+0.1%	+$162	0.29%	41
2014 Q1	$309K	Buy	7,926 +1,212	+18%	+$46.8K	0.24%	45
2013 Q4	$277K	Buy	+6,714	New	+$265K	0.28%	47

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GM Advisory Group's KO Position: Q1 2026 in Review

GM Advisory Group increased its Coca-Cola (KO) stake by 0.36% in Q1 2026, buying an estimated $4.16K and bringing the position to 15,541 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #151.

GM Advisory Group first reported a position in KO in Q4 2013 and has held it in 44 quarters since. The position peaked at $1.25M in Q2 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

GM Advisory Group held 15,541 shares of Coca-Cola worth $1.18M as of Q1 2026.
GM Advisory Group bought 55 Coca-Cola shares in Q1 2026, an estimated $4.16K.
Coca-Cola made up 0.05% of GM Advisory Group's portfolio in Q1 2026, its #151 holding.
GM Advisory Group first reported a position in Coca-Cola in Q4 2013 and has held it in 44 quarters since.
GM Advisory Group's Coca-Cola position peaked at $1.25M in Q2 2025.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.