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 Q2	$275K	Sell	3,384 -51	-1%	-$4.03K	0.14%	58
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s KO Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $4.03K and leaving 3,384 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #58.

Guardian Wealth Advisors (Minnesota) first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $283K in Q3 2024. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 3,384 shares of Coca-Cola worth $275K as of Q2 2026.
Guardian Wealth Advisors (Minnesota) sold 51 Coca-Cola shares in Q2 2026, an estimated $4.03K.
Coca-Cola made up 0.14% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #58 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
Guardian Wealth Advisors (Minnesota)'s Coca-Cola position peaked at $283K in Q3 2024.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.