GIM
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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
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 $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

Gold Investment Management's KO Position: Q1 2026 in Review

Gold Investment Management reduced its Coca-Cola (KO) stake by 0.25% in Q1 2026, selling an estimated $151 and leaving 783 shares worth $59.5K. The position accounts for 0.02% of the portfolio, ranked #141.

Gold Investment Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $68.8K in Q1 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Gold Investment Management held 783 shares of Coca-Cola worth $59.5K as of Q1 2026.
  • Gold Investment Management sold 2 Coca-Cola shares in Q1 2026, an estimated $151.
  • Coca-Cola made up 0.02% of Gold Investment Management's portfolio in Q1 2026, its #141 holding.
  • Gold Investment Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • Gold Investment Management's Coca-Cola position peaked at $68.8K in Q1 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.