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Guardian Wealth Advisors (Minnesota)’s Coca-Cola KO Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$261K Buy
3,435
+236
+7% +$17.8K 0.15% 54
2025
Q4 		$224K Buy
3,199
+6
+0.2% +$418 0.13% 62
2025
Q3 		$212K Sell
3,193
-92
-3% -$6.33K 0.12% 72
2025
Q2 		$232K Sell
3,285
-572
-15% -$40.7K 0.14% 66
2025
Q1 		$276K Sell
3,857
-40
-1% -$2.67K 0.18% 60
2024
Q4 		$243K Sell
3,897
-48
-1% -$3.13K 0.16% 65
2024
Q3 		$283K Buy
3,945
+7
+0.2% +$479 0.18% 64
2024
Q2 		$251K Sell
3,938
-316
-7% -$19.6K 0.16% 67
2024
Q1 		$260K Buy
4,254
+31
+0.7% +$1.86K 0.17% 68
2023
Q4 		$249K Buy
4,223
+416
+11% +$23.6K 0.17% 64
2023
Q3 		$213K Sell
3,807
-210
-5% -$12.6K 0.16% 65
2023
Q2 		$242K Sell
4,017
-212
-5% -$13.2K 0.18% 63
2023
Q1 		$262K Buy
4,229
+315
+8% +$19.1K 0.21% 56
2022
Q4 		$249K Sell
3,914
-44
-1% -$2.66K 0.22% 56
2022
Q3 		$222K Buy
3,958
+10
+0.3% +$622 0.22% 56
2022
Q2 		$248K Sell
3,948
-64
-2% -$4.06K 0.23% 56
2022
Q1 		$249K Sell
4,012
-177
-4% -$10.8K 0.2% 58
2021
Q4 		$248K Buy
4,189
+23
+0.6% +$1.28K 0.2% 57
2021
Q3 		$219K Sell
4,166
-390
-9% -$21.7K 0.19% 57
2021
Q2 		$247K Sell
4,556
-44
-1% -$2.39K 0.21% 60
2021
Q1 		$242K Hold
4,600
– – 0.22% 59
2020
Q4 		$252K Buy
+4,600
New +$238K 0.25% 59

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s KO Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Coca-Cola (KO) stake by 7.4% in Q1 2026, buying an estimated $17.8K and bringing the position to 3,435 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #54.

Guardian Wealth Advisors (Minnesota) first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $283K in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 3,435 shares of Coca-Cola worth $261K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) bought 236 Coca-Cola shares in Q1 2026, an estimated $17.8K.
  • Coca-Cola made up 0.15% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #54 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s Coca-Cola position peaked at $283K in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.