GWMI
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Guardian Wealth Management (Illinois)’s Coca-Cola KO Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-1,209
Closed -$86.6K – 138
2025
Q1 		$86.6K Hold
1,209
– – 0.06% 86
2024
Q4 		$75.3K Buy
1,209
+8
+0.7% +$522 0.05% 102
2024
Q3 		$86.3K Sell
1,201
-70
-6% -$4.79K 0.06% 94
2024
Q2 		$80.9K Buy
1,271
+5
+0.4% +$310 0.06% 92
2024
Q1 		$77.5K Sell
1,266
-107
-8% -$6.43K 0.06% 95
2023
Q4 		$80.9K Buy
1,373
+116
+9% +$6.59K 0.07% 92
2023
Q3 		$70.4K Sell
1,257
-81
-6% -$4.86K 0.07% 96
2023
Q2 		$80.6K Buy
1,338
+4
+0.3% +$249 0.07% 92
2023
Q1 		$82.7K Sell
1,334
-4
-0.3% -$242 0.08% 91
2022
Q4 		$85.1K Buy
1,338
+11
+0.8% +$664 0.08% 95
2022
Q3 		$74K Buy
1,327
+1
+0.1% +$62 0.08% 90
2022
Q2 		$83K Buy
1,326
+4
+0.3% +$254 0.09% 86
2022
Q1 		$82K Hold
1,322
– – 0.08% 100
2021
Q4 		$78K Buy
+1,322
New +$73.6K 0.08% 96

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s KO Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 1,209 shares — an estimated $86.6K sold.

Guardian Wealth Management (Illinois) first reported a position in KO in Q4 2021 and held it in 14 quarters. The position peaked at $86.6K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,209 Coca-Cola shares in Q2 2025, an estimated $86.6K.
  • Guardian Wealth Management (Illinois) first reported a position in Coca-Cola in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Coca-Cola position peaked at $86.6K in Q1 2025.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.