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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
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 $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

GWN Securities's KO Position: Q1 2026 in Review

GWN Securities reduced its Coca-Cola (KO) stake by 3.8% in Q1 2026, selling an estimated $164K and leaving 55,096 shares worth $4.19M. The position accounts for 0.8% of the portfolio, ranked #24.

GWN Securities first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.3M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • GWN Securities held 55,096 shares of Coca-Cola worth $4.19M as of Q1 2026.
  • GWN Securities sold 2,172 Coca-Cola shares in Q1 2026, an estimated $164K.
  • Coca-Cola made up 0.8% of GWN Securities's portfolio in Q1 2026, its #24 holding.
  • GWN Securities first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Coca-Cola position peaked at $16.3M in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.