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

Guardian Wealth Advisors (North Carolina)’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 		$1.12M Sell
14,691
-1,803
-11% -$136K 0.07% 145
2025
Q4 		$1.15M Sell
16,494
-214
-1% -$14.9K 0.07% 140
2025
Q3 		$1.11M Sell
16,708
-769
-4% -$52.9K 0.07% 138
2025
Q2 		$1.24M Buy
17,477
+2,279
+15% +$162K 0.09% 120
2025
Q1 		$1.09M Buy
15,198
+1,376
+10% +$91.9K 0.09% 122
2024
Q4 		$861K Buy
13,822
+540
+4% +$35.2K 0.07% 144
2024
Q3 		$954K Sell
13,282
-315
-2% -$21.6K 0.1% 106
2024
Q2 		$865K Sell
13,597
-323
-2% -$20K 0.1% 111
2024
Q1 		$852K Buy
13,920
+183
+1% +$11K 0.1% 110
2023
Q4 		$810K Sell
13,737
-1,153
-8% -$65.5K 0.12% 101
2023
Q3 		$841K Buy
14,890
+463
+3% +$27.8K 0.14% 91
2023
Q2 		$875K Buy
14,427
+1,837
+15% +$114K 0.15% 82
2023
Q1 		$787K Buy
12,590
+582
+5% +$35.2K 0.14% 86
2022
Q4 		$764K Buy
12,008
+611
+5% +$36.9K 0.15% 85
2022
Q3 		$643K Buy
11,397
+70
+0.6% +$4.35K 0.12% 89
2022
Q2 		$718K Buy
11,327
+6,880
+155% +$436K 0.13% 84
2022
Q1 		$278K Buy
+4,447
New +$270K 0.12% 127

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 (North Carolina)'s KO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Coca-Cola (KO) stake by 11% in Q1 2026, selling an estimated $136K and leaving 14,691 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #145.

Guardian Wealth Advisors (North Carolina) first reported a position in KO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.24M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 14,691 shares of Coca-Cola worth $1.12M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 1,803 Coca-Cola shares in Q1 2026, an estimated $136K.
  • Coca-Cola made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #145 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Coca-Cola position peaked at $1.24M in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.