Gries Financial’s Coca-Cola KO Stock Holding History

Gries Financial’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 Q3	$1.83M	Buy	27,523 +1,229	+5%	+$84.6K	0.29%	76
2025 Q2	$1.86M	Sell	26,294 -289	-1%	-$20.6K	0.34%	69
2025 Q1	$1.9M	Buy	26,583 +660	+3%	+$44.1K	0.37%	59
2024 Q4	$1.61M	Sell	25,923 -399	-2%	-$26K	0.29%	85
2024 Q3	$1.89M	Buy	26,322 +1,400	+6%	+$95.9K	0.35%	72
2024 Q2	$1.59M	Sell	24,922 -1,274	-5%	-$78.9K	0.33%	81
2024 Q1	$1.6M	Buy	26,196 +1,602	+7%	+$96.2K	0.27%	99
2023 Q4	$1.45M	Buy	24,594 +663	+3%	+$37.7K	0.32%	81
2023 Q3	$1.34M	Buy	23,931 +1,957	+9%	+$117K	0.36%	79
2023 Q2	$1.32M	Hold	21,974	–	–	0.37%	74
2023 Q1	$1.36M	Hold	21,974	–	–	0.4%	71
2022 Q4	$1.4M	Hold	21,974	–	–	0.46%	72
2022 Q3	$1.23M	Sell	21,974 -181	-0.8%	-$11.2K	0.52%	59
2022 Q2	$1.39M	Hold	22,155	–	–	0.66%	46
2022 Q1	$1.37M	Hold	22,155	–	–	0.51%	62
2021 Q4	$1.31M	Sell	22,155 -70	-0.3%	-$3.9K	0.54%	49
2021 Q3	$1.17M	Buy	22,225 +100	+0.5%	+$5.57K	0.37%	80
2021 Q2	$1.24M	Sell	22,125 -7	-0%	-$381	0.4%	70
2021 Q1	$1.21M	Buy	+22,132	New	+$1.11M	0.38%	74

Other funds holding KO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return