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Great Valley Advisor Group’s Coca-Cola KO Stock Holding History

Great Valley Advisor 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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Great Valley Advisor Group's KO Position: Q1 2026 in Review

Great Valley Advisor Group increased its Coca-Cola (KO) stake by 37% in Q1 2026, buying an estimated $1.44M and bringing the position to 71,180 shares worth $5.41M. The position accounts for 0.1% of the portfolio, ranked #184.

Great Valley Advisor Group first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.85M in Q1 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Great Valley Advisor Group held 71,180 shares of Coca-Cola worth $5.41M as of Q1 2026.
  • Great Valley Advisor Group bought 19,077 Coca-Cola shares in Q1 2026, an estimated $1.44M.
  • Coca-Cola made up 0.1% of Great Valley Advisor Group's portfolio in Q1 2026, its #184 holding.
  • Great Valley Advisor Group first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Coca-Cola position peaked at $5.85M in Q1 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.