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Gould Capital’s Coca-Cola KO Stock Holding History

Gould Capital’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 		$3.61M Buy
44,396
+137
+0.3% +$10.8K 2.01% 14
2026
Q1 		$3.37M Sell
44,259
-2,957
-6% -$224K 2.04% 14
2025
Q4 		$3.3M Sell
47,216
-1,033
-2% -$72K 2.03% 15
2025
Q3 		$3.2M Sell
48,249
-127
-0.3% -$8.74K 1.98% 16
2025
Q2 		$3.42M Buy
48,376
+278
+0.6% +$19.8K 2.29% 11
2025
Q1 		$3.44M Buy
48,098
+1,067
+2% +$71.3K 2.41% 12
2024
Q4 		$2.93M Sell
47,031
-278
-0.6% -$18.1K 2.04% 20
2024
Q3 		$3.4M Sell
47,309
-1,390
-3% -$95.2K 2.24% 15
2024
Q2 		$3.1M Sell
48,699
-672
-1% -$41.6K 2.19% 17
2024
Q1 		$3.02M Buy
49,371
+4,124
+9% +$248K 2.13% 20
2023
Q4 		$2.67M Buy
45,247
+285
+0.6% +$16.2K 1.95% 21
2023
Q3 		$2.49M Sell
44,962
-83
-0.2% -$4.98K 2.02% 20
2023
Q2 		$2.71M Sell
45,045
-1,375
-3% -$85.5K 2.07% 19
2023
Q1 		$2.88M Sell
46,420
-2,251
-5% -$136K 2.22% 17
2022
Q4 		$3.1M Sell
48,671
-1,086
-2% -$65.6K 2.47% 15
2022
Q3 		$2.79M Sell
49,757
-210
-0.4% -$13.1K 2.41% 13
2022
Q2 		$3.14M Sell
49,967
-758
-1% -$48K 2.53% 10
2022
Q1 		$3.15M Sell
50,725
-5,197
-9% -$316K 2.26% 13
2021
Q4 		$3.31M Buy
+55,922
New +$3.11M 2.32% 17

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

Gould Capital's KO Position: Q2 2026 in Review

Gould Capital increased its Coca-Cola (KO) stake by 0.31% in Q2 2026, buying an estimated $10.8K and bringing the position to 44,396 shares worth $3.61M. The position accounts for 2.01% of the portfolio, ranked #14.

Gould Capital first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Gould Capital held 44,396 shares of Coca-Cola worth $3.61M as of Q2 2026.
  • Gould Capital bought 137 Coca-Cola shares in Q2 2026, an estimated $10.8K.
  • Coca-Cola made up 2.01% of Gould Capital's portfolio in Q2 2026, its #14 holding.
  • Gould Capital first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.