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GPS Wealth Strategies Group’s Coca-Cola KO Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$293K Sell
4,197
-15,665
-79% -$1.09M 0.25% 79
2025
Q3 		$1.32M Sell
19,862
-972
-5% -$66.9K 0.14% 91
2025
Q2 		$1.47M Sell
20,834
-1,384
-6% -$98.6K 0.17% 85
2025
Q1 		$1.59M Sell
22,218
-5,421
-20% -$362K 0.21% 75
2024
Q4 		$1.72M Sell
27,639
-12,247
-31% -$799K 0.22% 71
2024
Q3 		$2.87M Sell
39,886
-18,543
-32% -$1.27M 0.38% 44
2024
Q2 		$3.72M Sell
58,429
-2,541
-4% -$157K 0.56% 27
2024
Q1 		$3.73M Sell
60,970
-706
-1% -$42.4K 0.6% 28
2023
Q4 		$3.63M Buy
61,676
+440
+0.7% +$25K 0.66% 25
2023
Q3 		$3.43M Buy
61,236
+39,362
+180% +$2.36M 0.66% 27
2023
Q2 		$1.32M Buy
21,874
+871
+4% +$54.2K 0.25% 75
2023
Q1 		$1.3M Buy
21,003
+2,342
+13% +$142K 0.27% 69
2022
Q4 		$1.19M Buy
18,661
+1,337
+8% +$80.7K 0.36% 62
2022
Q3 		$970K Buy
17,324
+1,647
+11% +$102K 0.24% 73
2022
Q2 		$986K Buy
15,677
+1,542
+11% +$97.7K 0.25% 68
2022
Q1 		$876K Buy
14,135
+4,825
+52% +$293K 0.2% 68
2021
Q4 		$551K Buy
9,310
+277
+3% +$15.4K 0.12% 107
2021
Q3 		$474K Buy
9,033
+285
+3% +$15.9K 0.12% 109
2021
Q2 		$473K Buy
8,748
+50
+0.6% +$2.72K 0.12% 112
2021
Q1 		$458K Buy
8,698
+1,314
+18% +$66.1K 0.14% 101
2020
Q4 		$405K Buy
+7,384
New +$382K 0.14% 106

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GPS Wealth Strategies Group's KO Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Coca-Cola (KO) stake by 79% in Q4 2025, selling an estimated $1.09M and leaving 4,197 shares worth $293K. The position accounts for 0.25% of the portfolio, ranked #79.

GPS Wealth Strategies Group first reported a position in KO in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.73M in Q1 2024. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • GPS Wealth Strategies Group held 4,197 shares of Coca-Cola worth $293K as of Q4 2025.
  • GPS Wealth Strategies Group sold 15,665 Coca-Cola shares in Q4 2025, an estimated $1.09M.
  • Coca-Cola made up 0.25% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #79 holding.
  • GPS Wealth Strategies Group first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's Coca-Cola position peaked at $3.73M in Q1 2024.
  • 3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.