Great Valley Advisor Group’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 | $6.01M | Buy |
73,931
+2,751
| +4% | +$217K | 0.09% | 194 |
|
|
2026
Q1 | $5.41M | Buy |
71,180
+19,077
| +37% | +$1.44M | 0.1% | 184 |
|
|
2025
Q4 | $3.64M | Buy |
52,103
+2,643
| +5% | +$184K | 0.07% | 240 |
|
|
2025
Q3 | $3.28M | Sell |
49,460
-1,610
| -3% | -$111K | 0.07% | 242 |
|
|
2025
Q2 | $3.61M | Sell |
51,070
-2,961
| -5% | -$211K | 0.08% | 218 |
|
|
2025
Q1 | $3.87M | Buy |
54,031
+3,414
| +7% | +$228K | 0.08% | 212 |
|
|
2024
Q4 | $3.15M | Buy |
50,617
+645
| +1% | +$42.1K | 0.07% | 251 |
|
|
2024
Q3 | $3.59M | Buy |
49,972
+1,960
| +4% | +$134K | 0.09% | 228 |
|
|
2024
Q2 | $3.06M | Sell |
48,012
-47,603
| -50% | -$2.95M | 0.09% | 226 |
|
|
2024
Q1 | $5.85M | Buy |
95,615
+22,225
| +30% | +$1.34M | 0.18% | 130 |
|
|
2023
Q4 | $4.33M | Buy |
73,390
+13,051
| +22% | +$741K | 0.15% | 157 |
|
|
2023
Q3 | $3.38M | Buy |
60,339
+12,300
| +26% | +$738K | 0.14% | 166 |
|
|
2023
Q2 | $2.89M | Sell |
48,039
-11,828
| -20% | -$736K | 0.12% | 179 |
|
|
2023
Q1 | $3.71M | Sell |
59,867
-1,998
| -3% | -$121K | 0.17% | 148 |
|
|
2022
Q4 | $3.93M | Sell |
61,865
-1,572
| -2% | -$94.9K | 0.2% | 124 |
|
|
2022
Q3 | $3.55M | Sell |
63,437
-310
| -0.5% | -$19.3K | 0.2% | 130 |
|
|
2022
Q2 | $4.01M | Buy |
63,747
+6,924
| +12% | +$439K | 0.22% | 117 |
|
|
2022
Q1 | $3.48M | Buy |
56,823
+268
| +0.5% | +$16.3K | 0.2% | 126 |
|
|
2021
Q4 | $3.25M | Buy |
56,555
+189
| +0.3% | +$10.5K | 0.2% | 126 |
|
|
2021
Q3 | $2.96M | Buy |
56,366
+2,577
| +5% | +$144K | 0.2% | 126 |
|
|
2021
Q2 | $2.89M | Buy |
53,789
+2,223
| +4% | +$121K | 0.21% | 122 |
|
|
2021
Q1 | $2.72M | Buy |
51,566
+1,403
| +3% | +$70.6K | 0.26% | 93 |
|
|
2020
Q4 | $2.75M | Buy |
50,163
+26,441
| +111% | +$1.37M | 0.28% | 80 |
|
|
2020
Q3 | $1.17M | Buy |
23,722
+7
| +0% | +$337 | 0.14% | 158 |
|
|
2020
Q2 | $1.06M | Buy |
23,715
+9,422
| +66% | +$434K | 0.17% | 141 |
|
|
2020
Q1 | $632K | Sell |
14,293
-12,978
| -48% | -$701K | 0.17% | 153 |
|
|
2019
Q4 | $1.51M | Buy |
27,271
+7,195
| +36% | +$387K | 0.34% | 88 |
|
|
2019
Q3 | $1.09M | Buy |
20,076
+8,740
| +77% | +$468K | 0.26% | 114 |
|
|
2019
Q2 | $577K | Buy |
11,336
+794
| +8% | +$38.9K | 0.15% | 175 |
|
|
2019
Q1 | $494K | Buy |
10,542
+1,149
| +12% | +$53.7K | 0.16% | 158 |
|
|
2018
Q4 | $445K | Buy |
+9,393
| New | +$450K | 0.17% | 122 |
|
Other funds holding KO
Great Valley Advisor Group's KO Position: Q2 2026 in Review
Great Valley Advisor Group increased its Coca-Cola (KO) stake by 3.9% in Q2 2026, buying an estimated $217K and bringing the position to 73,931 shares worth $6.01M. The position accounts for 0.09% of the portfolio, ranked #194.
Great Valley Advisor Group first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Great Valley Advisor Group held 73,931 shares of Coca-Cola worth $6.01M as of Q2 2026.
- Great Valley Advisor Group bought 2,751 Coca-Cola shares in Q2 2026, an estimated $217K.
- Coca-Cola made up 0.09% of Great Valley Advisor Group's portfolio in Q2 2026, its #194 holding.
- Great Valley Advisor Group first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
- 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.