Graybill Wealth Management’s Coca-Cola KO Stock Holding History

Graybill 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
2025 Q2	–	Sell	-70	Closed	-$4.98K	–	121
2025 Q1	$4.98K	Buy	+70	New	+$4.67K	﹤0.01%	165

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Graybill Wealth Management's KO Position: Q2 2025 in Review

Graybill Wealth Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 70 shares — an estimated $4.98K sold.

Graybill Wealth Management first reported a position in KO in Q1 2025 and held it in 1 quarter. The position peaked at $4.98K in Q1 2025. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Graybill Wealth Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Graybill Wealth Management sold 70 Coca-Cola shares in Q2 2025, an estimated $4.98K.
Graybill Wealth Management first reported a position in Coca-Cola in Q1 2025 and held it in 1 quarter.
Graybill Wealth Management's Coca-Cola position peaked at $4.98K in Q1 2025.
3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.