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Goldstone Financial Group’s Coca-Cola KO Stock Holding History

Goldstone Financial 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
Q2 		$224K Sell
2,756
-18
-0.6% -$1.42K 0.02% 226
2026
Q1 		$211K Buy
+2,774
New +$210K 0.02% 218
2025
Q2 		– Sell
-2,870
Closed -$206K – 213
2025
Q1 		$206K Buy
+2,870
New +$192K 0.03% 198
2024
Q4 		– Sell
-3,171
Closed -$228K – 209
2024
Q3 		$228K Sell
3,171
-750
-19% -$51.4K 0.04% 175
2024
Q2 		$250K Buy
3,921
+74
+2% +$4.58K 0.05% 157
2024
Q1 		$235K Buy
+3,847
New +$231K 0.05% 145

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 $3.37T AUM 44.26% 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

Goldstone Financial Group's KO Position: Q2 2026 in Review

Goldstone Financial Group reduced its Coca-Cola (KO) stake by 0.65% in Q2 2026, selling an estimated $1.42K and leaving 2,756 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #226.

Goldstone Financial Group first reported a position in KO in Q1 2024 and has held it in 6 quarters since. The position peaked at $250K in Q2 2024. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Goldstone Financial Group held 2,756 shares of Coca-Cola worth $224K as of Q2 2026.
  • Goldstone Financial Group sold 18 Coca-Cola shares in Q2 2026, an estimated $1.42K.
  • Coca-Cola made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #226 holding.
  • Goldstone Financial Group first reported a position in Coca-Cola in Q1 2024 and has held it in 6 quarters since.
  • Goldstone Financial Group's Coca-Cola position peaked at $250K in Q2 2024.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.