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Gold Investment Management’s Coca-Cola KO Stock Holding History

Gold Investment Management’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 		$64K Buy
787
+4
+0.5% +$316 0.02% 140
2026
Q1 		$59.5K Sell
783
-2
-0.3% -$151 0.02% 141
2025
Q4 		$54.9K Buy
785
+8
+1% +$558 0.02% 141
2025
Q3 		$51.5K Buy
777
+4
+0.5% +$275 0.02% 141
2025
Q2 		$55.4K Buy
773
+4
+0.5% +$285 0.02% 139
2025
Q1 		$55.1K Buy
769
+587
+323% +$39.2K 0.02% 143
2024
Q4 		$11.3K Hold
182
– – ﹤0.01% 164
2024
Q3 		$13.1K Sell
182
-702
-79% -$48.1K 0.01% 163
2024
Q2 		$56.3K Sell
884
-241
-21% -$14.9K 0.02% 139
2024
Q1 		$68.8K Hold
1,125
– – 0.03% 136
2023
Q4 		$66.3K Buy
+1,125
New +$63.9K 0.03% 140

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 $3.38T AUM 44.17% 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

Gold Investment Management's KO Position: Q2 2026 in Review

Gold Investment Management increased its Coca-Cola (KO) stake by 0.51% in Q2 2026, buying an estimated $316 and bringing the position to 787 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #140.

Gold Investment Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.8K in Q1 2024. 3,649 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gold Investment Management held 787 shares of Coca-Cola worth $64K as of Q2 2026.
  • Gold Investment Management bought 4 Coca-Cola shares in Q2 2026, an estimated $316.
  • Coca-Cola made up 0.02% of Gold Investment Management's portfolio in Q2 2026, its #140 holding.
  • Gold Investment Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's Coca-Cola position peaked at $68.8K in Q1 2024.
  • 3,649 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.