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Greykasell Wealth Strategies’s Coca-Cola KO Stock Holding History

Greykasell Wealth Strategies’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 		$44.5K Hold
547
– – 0.02% 240
2026
Q1 		$41.6K Buy
547
+214
+64% +$16.2K 0.02% 259
2025
Q4 		$23.3K Hold
333
– – 0.01% 303
2025
Q3 		$22.1K Buy
333
+208
+166% +$14.3K 0.01% 257
2025
Q2 		$8.84K Hold
125
– – ﹤0.01% 252
2025
Q1 		$8.95K Buy
+125
New +$8.35K ﹤0.01% 266

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 $3.38T AUM 44.17% 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

Greykasell Wealth Strategies's KO Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Coca-Cola (KO) position steady in Q2 2026 at 547 shares worth $44.5K. The position accounts for 0.02% of the portfolio, ranked #240.

Greykasell Wealth Strategies first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Greykasell Wealth Strategies held 547 shares of Coca-Cola worth $44.5K as of Q2 2026.
  • Greykasell Wealth Strategies left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.02% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #240 holding.
  • Greykasell Wealth Strategies first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.