Matthew Goff Investment Advisor’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $518K | Sell |
6,377
-281
| -4% | -$22.2K | 0.09% | 72 |
|
|
2026
Q1 | $506K | Sell |
6,658
-431
| -6% | -$32.6K | 0.08% | 87 |
|
|
2025
Q4 | $496K | Sell |
7,089
-152
| -2% | -$10.6K | 0.09% | 68 |
|
|
2025
Q3 | $480K | Sell |
7,241
-109
| -1% | -$7.5K | 0.08% | 73 |
|
|
2025
Q2 | $520K | Buy |
7,350
+1
| +0% | +$71 | 0.1% | 71 |
|
|
2025
Q1 | $526K | Buy |
7,349
+34
| +0.5% | +$2.27K | 0.1% | 78 |
|
|
2024
Q4 | $455K | Buy |
7,315
+122
| +2% | +$7.96K | 0.08% | 79 |
|
|
2024
Q3 | $517K | Buy |
7,193
+38
| +0.5% | +$2.6K | 0.1% | 76 |
|
|
2024
Q2 | $455K | Hold |
7,155
| – | – | 0.09% | 81 |
|
|
2024
Q1 | $438K | Buy |
7,155
+92
| +1% | +$5.53K | 0.09% | 75 |
|
|
2023
Q4 | $416K | Sell |
7,063
-96
| -1% | -$5.45K | 0.09% | 76 |
|
|
2023
Q3 | $401K | Sell |
7,159
-93
| -1% | -$5.58K | 0.1% | 76 |
|
|
2023
Q2 | $437K | Sell |
7,252
-58
| -0.8% | -$3.61K | 0.1% | 77 |
|
|
2023
Q1 | $453K | Sell |
7,310
-22
| -0.3% | -$1.33K | 0.11% | 70 |
|
|
2022
Q4 | $466K | Hold |
7,332
| – | – | 0.12% | 68 |
|
|
2022
Q3 | $411K | Hold |
7,332
| – | – | 0.12% | 64 |
|
|
2022
Q2 | $461K | Hold |
7,332
| – | – | 0.12% | 63 |
|
|
2022
Q1 | $455K | Sell |
7,332
-102
| -1% | -$6.2K | 0.11% | 65 |
|
|
2021
Q4 | $440K | Hold |
7,434
| – | – | 0.1% | 63 |
|
|
2021
Q3 | $390K | Sell |
7,434
-18
| -0.2% | -$1K | 0.1% | 72 |
|
|
2021
Q2 | $403K | Sell |
7,452
-6
| -0.1% | -$326 | 0.1% | 72 |
|
|
2021
Q1 | $393K | Buy |
7,458
+6
| +0.1% | +$302 | 0.11% | 73 |
|
|
2020
Q4 | $409K | Buy |
7,452
+848
| +13% | +$43.8K | 0.12% | 67 |
|
|
2020
Q3 | $326K | Hold |
6,604
| – | – | 0.1% | 66 |
|
|
2020
Q2 | $295K | Buy |
6,604
+144
| +2% | +$6.63K | 0.1% | 66 |
|
|
2020
Q1 | $286K | Buy |
6,460
+217
| +3% | +$11.7K | 0.12% | 50 |
|
|
2019
Q4 | $346K | Hold |
6,243
| – | – | 0.13% | 50 |
|
|
2019
Q3 | $340K | Buy |
6,243
+400
| +7% | +$21.4K | 0.14% | 49 |
|
|
2019
Q2 | $298K | Hold |
5,843
| – | – | 0.13% | 49 |
|
|
2019
Q1 | $274K | Hold |
5,843
| – | – | 0.13% | 49 |
|
|
2018
Q4 | $277K | Hold |
5,843
| – | – | 0.14% | 47 |
|
|
2018
Q3 | $270K | Hold |
5,843
| – | – | 0.11% | 62 |
|
|
2018
Q2 | $256K | Sell |
5,843
-269
| -4% | -$11.6K | 0.1% | 67 |
|
|
2018
Q1 | $265K | Buy |
6,112
+269
| +5% | +$12.1K | 0.11% | 66 |
|
|
2017
Q4 | $268K | Buy |
5,843
+328
| +6% | +$15.1K | 0.12% | 67 |
|
|
2017
Q3 | $248K | Hold |
5,515
| – | – | 0.11% | 68 |
|
|
2017
Q2 | $247K | Hold |
5,515
| – | – | 0.22% | 36 |
|
|
2017
Q1 | $234K | Buy |
+5,515
| New | +$230K | 0.22% | 35 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
Matthew Goff Investment Advisor's KO Position: Q2 2026 in Review
Matthew Goff Investment Advisor reduced its Coca-Cola (KO) stake by 4.2% in Q2 2026, selling an estimated $22.2K and leaving 6,377 shares worth $518K. The position accounts for 0.09% of the portfolio, ranked #72.
Matthew Goff Investment Advisor first reported a position in KO in Q1 2017 and has held it in 38 quarters since. The position peaked at $526K in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Matthew Goff Investment Advisor held 6,377 shares of Coca-Cola worth $518K as of Q2 2026.
- Matthew Goff Investment Advisor sold 281 Coca-Cola shares in Q2 2026, an estimated $22.2K.
- Coca-Cola made up 0.09% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #72 holding.
- Matthew Goff Investment Advisor first reported a position in Coca-Cola in Q1 2017 and has held it in 38 quarters since.
- Matthew Goff Investment Advisor's Coca-Cola position peaked at $526K in Q1 2025.
- 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.