Grant Private Wealth Management’s Coca-Cola KO Stock Holding History

Grant Private Wealth 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 Q2	$800K	Buy	9,844 +1,002	+11%	+$79.1K	0.34%	60
2026 Q1	$672K	Buy	8,842 +1,120	+15%	+$84.7K	0.36%	65
2025 Q4	$540K	Buy	7,722 +938	+14%	+$65.4K	0.33%	66
2025 Q3	$450K	Sell	6,784 -88,648	-93%	-$6.1M	0.28%	77
2025 Q2	$6.75M	Buy	95,432 +88,666	+1,310%	+$6.32M	3.83%	5
2025 Q1	$485K	Buy	6,766 +294	+5%	+$19.6K	0.52%	55
2024 Q4	$403K	Buy	+6,472	New	+$422K	0.43%	58

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Grant Private Wealth Management's KO Position: Q2 2026 in Review

Grant Private Wealth Management increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $79.1K and bringing the position to 9,844 shares worth $800K. The position accounts for 0.34% of the portfolio, ranked #60.

Grant Private Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.75M in Q2 2025. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Grant Private Wealth Management held 9,844 shares of Coca-Cola worth $800K as of Q2 2026.
Grant Private Wealth Management bought 1,002 Coca-Cola shares in Q2 2026, an estimated $79.1K.
Coca-Cola made up 0.34% of Grant Private Wealth Management's portfolio in Q2 2026, its #60 holding.
Grant Private Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Coca-Cola position peaked at $6.75M in Q2 2025.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.