Gould Asset Management’s Coca-Cola KO Stock Holding History

Gould Asset 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	$436K	Buy	5,736 +99	+2%	+$7.48K	0.08%	119
2025 Q4	$394K	Sell	5,637 -489	-8%	-$34.1K	0.07%	122
2025 Q3	$406K	Buy	6,126 +225	+4%	+$15.5K	0.08%	120
2025 Q2	$417K	Sell	5,901 -318	-5%	-$22.7K	0.08%	113
2025 Q1	$445K	Buy	6,219 +83	+1%	+$5.54K	0.09%	105
2024 Q4	$382K	Buy	6,136 +375	+7%	+$24.5K	0.08%	114
2024 Q3	$414K	Sell	5,761 -450	-7%	-$30.8K	0.09%	112
2024 Q2	$395K	Sell	6,211 -100	-2%	-$6.19K	0.09%	110
2024 Q1	$386K	Hold	6,311	–	–	0.09%	112
2023 Q4	$372K	Sell	6,311 -1,405	-18%	-$79.8K	0.1%	109
2023 Q3	$432K	Sell	7,716 -25	-0.3%	-$1.5K	0.12%	90
2023 Q2	$466K	Hold	7,741	–	–	0.13%	84
2023 Q1	$480K	Hold	7,741	–	–	0.14%	78
2022 Q4	$492K	Sell	7,741 -75	-1%	-$4.53K	0.15%	83
2022 Q3	$438K	Sell	7,816 -340	-4%	-$21.1K	0.15%	77
2022 Q2	$513K	Buy	8,156 +1,190	+17%	+$75.4K	0.17%	70
2022 Q1	$432K	Sell	6,966 -45	-0.6%	-$2.74K	0.12%	83
2021 Q4	$415K	Buy	+7,011	New	+$390K	0.12%	87
2021 Q2	–	Sell	-4,016	Closed	-$212K	–	155
2021 Q1	$212K	Sell	4,016 -750	-16%	-$37.7K	0.06%	140
2020 Q4	$261K	Buy	+4,766	New	+$246K	0.08%	117
2018 Q2	–	Sell	-4,928	Closed	-$214K	–	145
2018 Q1	$214K	Sell	4,928 -475	-9%	-$21.3K	0.09%	131
2017 Q4	$248K	Sell	5,403 -5,650	-51%	-$260K	0.11%	113
2017 Q3	$497K	Sell	11,053 -1,100	-9%	-$50K	0.22%	65
2017 Q2	$545K	Buy	12,153 +600	+5%	+$26.5K	0.26%	54
2017 Q1	$490K	Sell	11,553 -1,406	-11%	-$58.6K	0.25%	53
2016 Q4	$537K	Buy	12,959 +2,576	+25%	+$107K	0.28%	51
2016 Q3	$439K	Buy	10,383 +500	+5%	+$21.9K	0.24%	58
2016 Q2	$448K	Hold	9,883	–	–	0.24%	58
2016 Q1	$458K	Hold	9,883	–	–	0.25%	51
2015 Q4	$425K	Sell	9,883 -3,285	-25%	-$139K	0.23%	58
2015 Q3	$528K	Buy	13,168 +300	+2%	+$12K	0.29%	52
2015 Q2	$505K	Sell	12,868 -185	-1%	-$7.52K	0.26%	59
2015 Q1	$529K	Buy	13,053 +185	+1%	+$7.74K	0.26%	55
2014 Q4	$543K	Buy	12,868 +2,775	+27%	+$119K	0.27%	48
2014 Q3	$431K	Buy	10,093 +2,800	+38%	+$116K	0.21%	55
2014 Q2	$309K	Buy	7,293 +1,760	+32%	+$71.4K	0.15%	71
2014 Q1	$214K	Buy	+5,533	New	+$214K	0.11%	89

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gould Asset Management's KO Position: Q1 2026 in Review

Gould Asset Management increased its Coca-Cola (KO) stake by 1.8% in Q1 2026, buying an estimated $7.48K and bringing the position to 5,736 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #119.

Gould Asset Management first reported a position in KO in Q1 2014 and has held it in 37 quarters since. The position peaked at $545K in Q2 2017. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Gould Asset Management held 5,736 shares of Coca-Cola worth $436K as of Q1 2026.
Gould Asset Management bought 99 Coca-Cola shares in Q1 2026, an estimated $7.48K.
Coca-Cola made up 0.08% of Gould Asset Management's portfolio in Q1 2026, its #119 holding.
Gould Asset Management first reported a position in Coca-Cola in Q1 2014 and has held it in 37 quarters since.
Gould Asset Management's Coca-Cola position peaked at $545K in Q2 2017.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.