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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
Q2 		$1.37M Sell
16,807
-385
-2% -$30.4K 0.27% 91
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
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

GSB Wealth Management's KO Position: Q2 2026 in Review

GSB Wealth Management reduced its Coca-Cola (KO) stake by 2.2% in Q2 2026, selling an estimated $30.4K and leaving 16,807 shares worth $1.37M. The position accounts for 0.27% of the portfolio, ranked #91.

GSB Wealth Management first reported a position in KO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.97M in Q1 2022. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • GSB Wealth Management held 16,807 shares of Coca-Cola worth $1.37M as of Q2 2026.
  • GSB Wealth Management sold 385 Coca-Cola shares in Q2 2026, an estimated $30.4K.
  • Coca-Cola made up 0.27% of GSB Wealth Management's portfolio in Q2 2026, its #91 holding.
  • GSB Wealth Management first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
  • GSB Wealth Management's Coca-Cola position peaked at $1.97M in Q1 2022.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.