GC
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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
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 $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

Gould Capital's KO Position: Q1 2026 in Review

Gould Capital reduced its Coca-Cola (KO) stake by 6.3% in Q1 2026, selling an estimated $224K and leaving 44,259 shares worth $3.37M. The position accounts for 2.04% of the portfolio, ranked #14.

Gould Capital first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.44M in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Gould Capital held 44,259 shares of Coca-Cola worth $3.37M as of Q1 2026.
  • Gould Capital sold 2,957 Coca-Cola shares in Q1 2026, an estimated $224K.
  • Coca-Cola made up 2.04% of Gould Capital's portfolio in Q1 2026, its #14 holding.
  • Gould Capital first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Gould Capital's Coca-Cola position peaked at $3.44M in Q1 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.