GoalVest Advisory’s Coca-Cola KO Stock Holding History

GoalVest 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 Q2	$112K	Sell	1,373 -33	-2%	-$2.61K	0.02%	152
2026 Q1	$107K	Buy	1,406 +43	+3%	+$3.25K	0.02%	174
2025 Q4	$95.3K	Buy	1,363 +591	+77%	+$41.2K	0.02%	189
2025 Q3	$51.2K	Hold	772	–	–	0.01%	220
2025 Q2	$54.6K	Buy	772 +350	+83%	+$24.9K	0.01%	199
2025 Q1	$30.2K	Buy	422 +54	+15%	+$3.61K	0.01%	213
2024 Q4	$22.9K	Buy	368 +3	+0.8%	+$196	0.01%	238
2024 Q3	$26.2K	Hold	365	–	–	0.01%	245
2024 Q2	$23.2K	Sell	365 -623	-63%	-$38.6K	0.01%	225
2024 Q1	$60.4K	Buy	988 +76	+8%	+$4.57K	0.02%	178
2023 Q4	$53.7K	Buy	912 +58	+7%	+$3.29K	0.02%	133
2023 Q3	$47.8K	Buy	854 +512	+150%	+$30.7K	0.02%	148
2023 Q2	$20.6K	Sell	342 -1,999	-85%	-$124K	0.01%	198
2023 Q1	$145K	Sell	2,341 -439	-16%	-$26.6K	0.09%	77
2022 Q4	$177K	Hold	2,780	–	–	0.11%	77
2022 Q3	$156K	Sell	2,780 -9,499	-77%	-$590K	0.11%	82
2022 Q2	$777K	Buy	12,279 +265	+2%	+$16.8K	0.49%	65
2022 Q1	$745K	Buy	+12,014	New	+$731K	0.42%	67
2021 Q2	$591K	Buy	10,915 +748	+7%	+$40.7K	0.37%	77
2021 Q1	$536K	Sell	10,167 -2,963	-23%	-$149K	0.4%	82
2020 Q4	$720K	Buy	+13,130	New	+$679K	0.61%	54

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

GoalVest Advisory's KO Position: Q2 2026 in Review

GoalVest Advisory reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $2.61K and leaving 1,373 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #152.

GoalVest Advisory first reported a position in KO in Q4 2020 and has held it in 21 quarters since. The position peaked at $777K in Q2 2022. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

GoalVest Advisory held 1,373 shares of Coca-Cola worth $112K as of Q2 2026.
GoalVest Advisory sold 33 Coca-Cola shares in Q2 2026, an estimated $2.61K.
Coca-Cola made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #152 holding.
GoalVest Advisory first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Coca-Cola position peaked at $777K in Q2 2022.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.