Goldstein Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$208K Buy
+2,562
New +$202K 0.02% 243
2024
Q4
Sell
-2,985
Closed -$215K 205
2024
Q3
$215K Buy
+2,985
New +$204K 0.03% 168
2023
Q4
Sell
-3,695
Closed -$207K 179
2023
Q3
$207K Buy
3,695
+89
+2% +$5.34K 0.04% 138
2023
Q2
$217K Sell
3,606
-6
-0.2% -$373 0.05% 136
2023
Q1
$224K Buy
3,612
+8
+0.2% +$484 0.05% 127
2022
Q4
$229K Buy
+3,604
New +$218K 0.06% 120

Other funds holding KO

Goldstein Advisors's KO Position: Q2 2026 in Review

Goldstein Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,562 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #243 among its holdings. This is a return to the name: Goldstein Advisors previously reported a position in KO as recently as Q3 2024.

Goldstein Advisors first reported a position in KO in Q4 2022 and has held it in 6 quarters since. The position peaked at $229K in Q4 2022. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Goldstein Advisors held 2,562 shares of Coca-Cola worth $208K as of Q2 2026.
  • Coca-Cola was a new Goldstein Advisors position in Q2 2026.
  • Coca-Cola made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #243 holding.
  • Goldstein Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 6 quarters since.
  • Goldstein Advisors's Coca-Cola position peaked at $229K in Q4 2022.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.