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GWN Securities’s Coca-Cola KO Stock Holding History

GWN Securities’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 		$4M Sell
49,192
-5,904
-11% -$466K 0.67% 29
2026
Q1 		$4.19M Sell
55,096
-2,172
-4% -$164K 0.8% 24
2025
Q4 		$4M Buy
57,268
+3,504
+7% +$244K 0.81% 22
2025
Q3 		$3.58M Sell
53,764
-1,395
-3% -$96K 0.83% 23
2025
Q2 		$3.91M Sell
55,159
-177,997
-76% -$12.7M 0.73% 40
2025
Q1 		$16.3M Buy
233,156
+193,561
+489% +$12.9M 0.92% 19
2024
Q4 		$2.45M Buy
+39,595
New +$2.58M 0.66% 28

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

GWN Securities's KO Position: Q2 2026 in Review

GWN Securities reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $466K and leaving 49,192 shares worth $4M. The position accounts for 0.67% of the portfolio, ranked #29.

GWN Securities first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3M in Q1 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • GWN Securities held 49,192 shares of Coca-Cola worth $4M as of Q2 2026.
  • GWN Securities sold 5,904 Coca-Cola shares in Q2 2026, an estimated $466K.
  • Coca-Cola made up 0.67% of GWN Securities's portfolio in Q2 2026, its #29 holding.
  • GWN Securities first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Coca-Cola position peaked at $16.3M in Q1 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.