GSB Wealth Management’s Coca-Cola KO Stock Holding History

GSB Wealth Management’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	$1.31M	Buy	17,192 +100	+0.6%	+$7.56K	0.3%	88
2025 Q4	$1.19M	Sell	17,092 -21	-0.1%	-$1.46K	0.27%	93
2025 Q3	$1.13M	Buy	17,113 +46	+0.3%	+$3.17K	0.26%	94
2025 Q2	$1.21M	Sell	17,067 -1,815	-10%	-$129K	0.3%	93
2025 Q1	$1.35M	Sell	18,882 -49	-0.3%	-$3.27K	0.36%	92
2024 Q4	$1.18M	Buy	18,931 +482	+3%	+$31.5K	0.3%	97
2024 Q3	$1.33M	Sell	18,449 -758	-4%	-$51.9K	0.34%	89
2024 Q2	$1.22M	Buy	19,207 +403	+2%	+$24.9K	0.33%	95
2024 Q1	$1.15M	Hold	18,804	–	–	0.32%	95
2023 Q4	$1.11M	Buy	18,804 +119	+0.6%	+$6.76K	0.34%	91
2023 Q3	$1.05M	Buy	18,685 +367	+2%	+$22K	0.35%	91
2023 Q2	$1.1M	Buy	18,318 +1,961	+12%	+$122K	0.36%	90
2023 Q1	$1.01M	Sell	16,357 -6,796	-29%	-$411K	0.33%	97
2022 Q4	$1.47M	Sell	23,153 -6,355	-22%	-$384K	0.53%	68
2022 Q3	$1.65M	Buy	29,508 +94	+0.3%	+$5.84K	0.6%	57
2022 Q2	$1.85M	Sell	29,414 -2,360	-7%	-$150K	0.63%	52
2022 Q1	$1.97M	Buy	31,774 +312	+1%	+$19K	0.57%	55
2021 Q4	$1.86M	Buy	31,462 +23,062	+275%	+$1.28M	0.53%	61
2021 Q3	$441K	Sell	8,400 -9,830	-54%	-$548K	0.23%	96
2021 Q2	$986K	Buy	18,230 +5,355	+42%	+$291K	0.31%	111
2021 Q1	$679K	Buy	+12,875	New	+$648K	0.23%	123

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GSB Wealth Management's KO Position: Q1 2026 in Review

GSB Wealth Management increased its Coca-Cola (KO) stake by 0.59% in Q1 2026, buying an estimated $7.56K and bringing the position to 17,192 shares worth $1.31M. The position accounts for 0.3% of the portfolio, ranked #88.

GSB Wealth Management first reported a position in KO in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.97M in Q1 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

GSB Wealth Management held 17,192 shares of Coca-Cola worth $1.31M as of Q1 2026.
GSB Wealth Management bought 100 Coca-Cola shares in Q1 2026, an estimated $7.56K.
Coca-Cola made up 0.3% of GSB Wealth Management's portfolio in Q1 2026, its #88 holding.
GSB Wealth Management first reported a position in Coca-Cola in Q1 2021 and has held it in 21 quarters since.
GSB Wealth Management's Coca-Cola position peaked at $1.97M in Q1 2022.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.