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Grantvest Financial Group’s Coca-Cola KO Stock Holding History

Grantvest Financial 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
2026
Q2 		$217K Sell
2,674
-3
-0.1% -$237 0.13% 179
2026
Q1 		$204K Buy
+2,677
New +$202K 0.13% 165
2025
Q3 		– Sell
-3,280
Closed -$232K – 156
2025
Q2 		$232K Buy
3,280
+1
+0% +$71 0.17% 126
2025
Q1 		$235K Hold
3,279
– – 0.19% 113
2024
Q4 		$204K Buy
+3,279
New +$214K 0.23% 119

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

Grantvest Financial Group's KO Position: Q2 2026 in Review

Grantvest Financial Group reduced its Coca-Cola (KO) stake by 0.11% in Q2 2026, selling an estimated $237 and leaving 2,674 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #179.

Grantvest Financial Group first reported a position in KO in Q4 2024 and has held it in 5 quarters since. The position peaked at $235K in Q1 2025. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Grantvest Financial Group held 2,674 shares of Coca-Cola worth $217K as of Q2 2026.
  • Grantvest Financial Group sold 3 Coca-Cola shares in Q2 2026, an estimated $237.
  • Coca-Cola made up 0.13% of Grantvest Financial Group's portfolio in Q2 2026, its #179 holding.
  • Grantvest Financial Group first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • Grantvest Financial Group's Coca-Cola position peaked at $235K in Q1 2025.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.