Gryphon Financial Partners’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
Q1 | $2.05M | Buy |
26,950
+4,086
| +18% | +$309K | 0.21% | 74 |
|
|
2025
Q4 | $1.6M | Buy |
22,864
+3,569
| +18% | +$249K | 0.17% | 84 |
|
|
2025
Q3 | $1.28M | Sell |
19,295
-1,128
| -6% | -$77.6K | 0.15% | 95 |
|
|
2025
Q2 | $1.44M | Buy |
20,423
+3,264
| +19% | +$233K | 0.19% | 79 |
|
|
2025
Q1 | $1.23M | Buy |
17,159
+1,435
| +9% | +$95.8K | 0.18% | 80 |
|
|
2024
Q4 | $979K | Sell |
15,724
-1,290
| -8% | -$84.2K | 0.14% | 88 |
|
|
2024
Q3 | $1.22M | Buy |
17,014
+400
| +2% | +$27.4K | 0.17% | 79 |
|
|
2024
Q2 | $1.06M | Buy |
16,614
+628
| +4% | +$38.9K | 0.16% | 83 |
|
|
2024
Q1 | $978K | Sell |
15,986
-1,987
| -11% | -$119K | 0.16% | 87 |
|
|
2023
Q4 | $1.03M | Buy |
17,973
+7,521
| +72% | +$427K | 0.18% | 78 |
|
|
2023
Q3 | $585K | Sell |
10,452
-2,499
| -19% | -$150K | 0.14% | 85 |
|
|
2023
Q2 | $780K | Buy |
12,951
+286
| +2% | +$17.8K | 0.17% | 69 |
|
|
2023
Q1 | $786K | Sell |
12,665
-390
| -3% | -$23.6K | 0.18% | 65 |
|
|
2022
Q4 | $830K | Sell |
13,055
-1,087
| -8% | -$65.6K | 0.2% | 64 |
|
|
2022
Q3 | $792K | Buy |
14,142
+2,485
| +21% | +$154K | 0.2% | 59 |
|
|
2022
Q2 | $733K | Buy |
11,657
+1,680
| +17% | +$106K | 0.18% | 64 |
|
|
2022
Q1 | $619K | Buy |
9,977
+254
| +3% | +$15.4K | 0.13% | 94 |
|
|
2021
Q4 | $576K | Buy |
9,723
+399
| +4% | +$22.2K | 0.11% | 113 |
|
|
2021
Q3 | $489K | Sell |
9,324
-1,795
| -16% | -$100K | 0.11% | 106 |
|
|
2021
Q2 | $580K | Buy |
11,119
+980
| +10% | +$53.3K | 0.13% | 80 |
|
|
2021
Q1 | $535K | Sell |
10,139
-5,037
| -33% | -$254K | 0.12% | 89 |
|
|
2020
Q4 | $832K | Buy |
15,176
+5,593
| +58% | +$289K | 0.21% | 59 |
|
|
2020
Q3 | $474K | Buy |
9,583
+327
| +4% | +$15.7K | 0.14% | 87 |
|
|
2020
Q2 | $413K | Sell |
9,256
-1,730
| -16% | -$79.7K | 0.13% | 85 |
|
|
2020
Q1 | $486K | Sell |
10,986
-1,110
| -9% | -$59.9K | 0.18% | 63 |
|
|
2019
Q4 | $669K | Buy |
12,096
+542
| +5% | +$29.1K | 0.17% | 65 |
|
|
2019
Q3 | $629K | Buy |
11,554
+1,149
| +11% | +$61.5K | 0.18% | 61 |
|
|
2019
Q2 | $530K | Sell |
10,405
-15,280
| -59% | -$749K | 0.15% | 74 |
|
|
2019
Q1 | $1.2M | Sell |
25,685
-28,663
| -53% | -$1.34M | 0.36% | 34 |
|
|
2018
Q4 | $2.54M | Buy |
54,348
+7,183
| +15% | +$344K | 0.65% | 29 |
|
|
2018
Q3 | $2.18M | Buy |
47,165
+43,518
| +1,193% | +$1.99M | 0.65% | 18 |
|
|
2018
Q2 | $160K | Buy |
3,647
+248
| +7% | +$10.7K | 0.07% | 94 |
|
|
2018
Q1 | $148K | Sell |
3,399
-472
| -12% | -$21.2K | 0.08% | 102 |
|
|
2017
Q4 | $177K | Buy |
+3,871
| New | +$178K | 0.1% | 89 |
|
Other funds holding KO
VCM
VPM
Gryphon Financial Partners's KO Position: Q1 2026 in Review
Gryphon Financial Partners increased its Coca-Cola (KO) stake by 18% in Q1 2026, buying an estimated $309K and bringing the position to 26,950 shares worth $2.05M. The position accounts for 0.21% of the portfolio, ranked #74.
Gryphon Financial Partners first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.54M in Q4 2018. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Gryphon Financial Partners held 26,950 shares of Coca-Cola worth $2.05M as of Q1 2026.
- Gryphon Financial Partners bought 4,086 Coca-Cola shares in Q1 2026, an estimated $309K.
- Coca-Cola made up 0.21% of Gryphon Financial Partners's portfolio in Q1 2026, its #74 holding.
- Gryphon Financial Partners first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- Gryphon Financial Partners's Coca-Cola position peaked at $2.54M in Q4 2018.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.