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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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gries Financial's KO Position: Q3 2025 in Review

Gries Financial increased its Coca-Cola (KO) stake by 4.7% in Q3 2025, buying an estimated $84.6K and bringing the position to 27,523 shares worth $1.83M. The position accounts for 0.29% of the portfolio, ranked #76.

Gries Financial first reported a position in KO in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q1 2025. 3,285 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Gries Financial held 27,523 shares of Coca-Cola worth $1.83M as of Q3 2025.
  • Gries Financial bought 1,229 Coca-Cola shares in Q3 2025, an estimated $84.6K.
  • Coca-Cola made up 0.29% of Gries Financial's portfolio in Q3 2025, its #76 holding.
  • Gries Financial first reported a position in Coca-Cola in Q1 2021 and has held it in 19 quarters since.
  • Gries Financial's Coca-Cola position peaked at $1.9M in Q1 2025.
  • 3,285 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.