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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$344K Buy
4,229
+28
+0.7% +$2.21K 0.09% 116
2026
Q1
$320K Sell
4,201
-50
-1% -$3.78K 0.09% 111
2025
Q4
$297K Buy
4,251
+1,078
+34% +$75.2K 0.08% 120
2025
Q3
$210K Buy
3,173
+21
+0.7% +$1.45K 0.06% 140
2025
Q2
$223K Buy
+3,152
New +$225K 0.07% 124
2021
Q2
Sell
-1,217
Closed -$64K 284
2021
Q1
$64K Buy
+1,217
New +$61.3K 0.03% 186

Other funds holding KO

Grandview Asset Management's KO Position: Q2 2026 in Review

Grandview Asset Management increased its Coca-Cola (KO) stake by 0.67% in Q2 2026, buying an estimated $2.21K and bringing the position to 4,229 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #116.

Grandview Asset Management first reported a position in KO in Q1 2021 and has held it in 6 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Grandview Asset Management held 4,229 shares of Coca-Cola worth $344K as of Q2 2026.
  • Grandview Asset Management bought 28 Coca-Cola shares in Q2 2026, an estimated $2.21K.
  • Coca-Cola made up 0.09% of Grandview Asset Management's portfolio in Q2 2026, its #116 holding.
  • Grandview Asset Management first reported a position in Coca-Cola in Q1 2021 and has held it in 6 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.