GLLW
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Graves Light Lenhart Wealth’s Coca-Cola KO Stock Holding History

Graves Light Lenhart Wealth’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 		$691K Buy
8,503
+400
+5% +$31.6K 0.06% 109
2026
Q1 		$616K Sell
8,103
-1,172
-13% -$88.6K 0.06% 106
2025
Q4 		$648K Buy
9,275
+1
+0% +$70 0.07% 104
2025
Q3 		$615K Sell
9,274
-375
-4% -$25.8K 0.07% 106
2025
Q2 		$683K Buy
9,649
+1
+0% +$71 0.08% 98
2025
Q1 		$691K Buy
9,648
+276
+3% +$18.4K 0.08% 96
2024
Q4 		$584K Sell
9,372
-200
-2% -$13.1K 0.07% 105
2024
Q3 		$688K Hold
9,572
– – 0.08% 97
2024
Q2 		$606K Buy
9,572
+1
+0% +$62 0.07% 102
2024
Q1 		$586K Hold
9,571
– – 0.07% 101
2023
Q4 		$564K Hold
9,571
– – 0.07% 102
2023
Q3 		$509K Buy
9,571
+1
+0% +$60 0.07% 101
2023
Q2 		$576K Buy
9,570
+498
+5% +$31K 0.08% 105
2023
Q1 		$563K Hold
9,072
– – 0.09% 98
2022
Q4 		$577K Sell
9,072
-287
-3% -$17.3K 0.09% 106
2022
Q3 		$524K Buy
9,359
+200
+2% +$12.4K 0.09% 106
2022
Q2 		$576K Buy
9,159
+1
+0% +$63 0.09% 105
2022
Q1 		$568K Sell
9,158
-719
-7% -$43.7K 0.08% 105
2021
Q4 		$585K Buy
9,877
+118
+1% +$6.57K 0.08% 103
2021
Q3 		$512K Hold
9,759
– – 0.08% 105
2021
Q2 		$528K Sell
9,759
-181
-2% -$9.85K 0.08% 102
2021
Q1 		$524K Hold
9,940
– – 0.09% 100
2020
Q4 		$545K Sell
9,940
-1,520
-13% -$78.6K 0.1% 90
2020
Q3 		$566K Sell
11,460
-93
-0.8% -$4.47K 0.13% 84
2020
Q2 		$516K Sell
11,553
-1,344
-10% -$61.9K 0.12% 89
2020
Q1 		$571K Buy
12,897
+978
+8% +$52.8K 0.15% 78
2019
Q4 		$660K Buy
11,919
+83
+0.7% +$4.46K 0.14% 86
2019
Q3 		$644K Buy
11,836
+289
+3% +$15.5K 0.14% 91
2019
Q2 		$588K Buy
11,547
+1,051
+10% +$51.5K 0.14% 87
2019
Q1 		$492K Buy
10,496
+695
+7% +$32.5K 0.13% 89
2018
Q4 		$464K Buy
+9,801
New +$469K 0.14% 89

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
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

Graves Light Lenhart Wealth's KO Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Coca-Cola (KO) stake by 4.9% in Q2 2026, buying an estimated $31.6K and bringing the position to 8,503 shares worth $691K. The position accounts for 0.06% of the portfolio, ranked #109.

Graves Light Lenhart Wealth first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Graves Light Lenhart Wealth held 8,503 shares of Coca-Cola worth $691K as of Q2 2026.
  • Graves Light Lenhart Wealth bought 400 Coca-Cola shares in Q2 2026, an estimated $31.6K.
  • Coca-Cola made up 0.06% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #109 holding.
  • Graves Light Lenhart Wealth first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.