Parisi Gray Wealth Management’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 | $435K | Buy |
5,347
+5
| +0.1% | +$395 | 0.09% | 101 |
|
|
2026
Q1 | $406K | Hold |
5,342
| – | – | 0.1% | 100 |
|
|
2025
Q4 | $373K | Sell |
5,342
-73
| -1% | -$5.09K | 0.08% | 99 |
|
|
2025
Q3 | $359K | Sell |
5,415
-311
| -5% | -$21.4K | 0.09% | 96 |
|
|
2025
Q2 | $405K | Sell |
5,726
-117
| -2% | -$8.33K | 0.12% | 85 |
|
|
2025
Q1 | $418K | Hold |
5,843
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $364K | Buy |
5,843
+2
| +0% | +$131 | 0.12% | 82 |
|
|
2024
Q3 | $420K | Sell |
5,841
-458
| -7% | -$31.4K | 0.14% | 81 |
|
|
2024
Q2 | $401K | Sell |
6,299
-317
| -5% | -$19.6K | 0.14% | 81 |
|
|
2024
Q1 | $405K | Sell |
6,616
-128
| -2% | -$7.69K | 0.15% | 78 |
|
|
2023
Q4 | $397K | Sell |
6,744
-57
| -0.8% | -$3.24K | 0.16% | 76 |
|
|
2023
Q3 | $381K | Buy |
6,801
+194
| +3% | +$11.6K | 0.17% | 73 |
|
|
2023
Q2 | $410K | Buy |
6,607
+170
| +3% | +$10.6K | 0.19% | 72 |
|
|
2023
Q1 | $399K | Sell |
6,437
-206
| -3% | -$12.5K | 0.25% | 60 |
|
|
2022
Q4 | $423K | Buy |
6,643
+226
| +4% | +$13.6K | 0.21% | 74 |
|
|
2022
Q3 | $359K | Sell |
6,417
-178
| -3% | -$11.1K | 0.27% | 62 |
|
|
2022
Q2 | $415K | Sell |
6,595
-1,781
| -21% | -$113K | 0.22% | 71 |
|
|
2022
Q1 | $519K | Sell |
8,376
-36
| -0.4% | -$2.19K | 0.21% | 75 |
|
|
2021
Q4 | $498K | Buy |
8,412
+19
| +0.2% | +$1.06K | 0.19% | 84 |
|
|
2021
Q3 | $445K | Sell |
8,393
-465
| -5% | -$25.9K | 0.18% | 88 |
|
|
2021
Q2 | $479K | Sell |
8,858
-79
| -0.9% | -$4.3K | 0.18% | 91 |
|
|
2021
Q1 | $471K | Buy |
8,937
+60
| +0.7% | +$3.02K | 0.2% | 85 |
|
|
2020
Q4 | $487K | Sell |
8,877
-173
| -2% | -$8.95K | 0.22% | 81 |
|
|
2020
Q3 | $447K | Sell |
9,050
-247
| -3% | -$11.9K | 0.23% | 71 |
|
|
2020
Q2 | $415K | Sell |
9,297
-325
| -3% | -$15K | 0.24% | 71 |
|
|
2020
Q1 | $426K | Sell |
9,622
-256
| -3% | -$13.8K | 0.3% | 64 |
|
|
2019
Q4 | $547K | Sell |
9,878
-408
| -4% | -$21.9K | 0.31% | 66 |
|
|
2019
Q3 | $560K | Buy |
10,286
+150
| +1% | +$8.03K | 0.37% | 62 |
|
|
2019
Q2 | $516K | Sell |
10,136
-80
| -0.8% | -$3.92K | 0.35% | 64 |
|
|
2019
Q1 | $479K | Sell |
10,216
-924
| -8% | -$43.2K | 0.31% | 66 |
|
|
2018
Q4 | $526K | Buy |
11,140
+63
| +0.6% | +$3.02K | 0.36% | 58 |
|
|
2018
Q3 | $510K | Buy |
11,077
+342
| +3% | +$15.6K | 0.31% | 73 |
|
|
2018
Q2 | $479K | Sell |
10,735
-1,460
| -12% | -$63.1K | 0.32% | 74 |
|
|
2018
Q1 | $503K | Sell |
12,195
-236
| -2% | -$10.6K | 0.39% | 64 |
|
|
2017
Q4 | $566K | Buy |
+12,431
| New | +$571K | 0.42% | 59 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
Parisi Gray Wealth Management's KO Position: Q2 2026 in Review
Parisi Gray Wealth Management increased its Coca-Cola (KO) stake by 0.09% in Q2 2026, buying an estimated $395 and bringing the position to 5,347 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #101.
Parisi Gray Wealth Management first reported a position in KO in Q4 2017 and has held it in 35 quarters since. The position peaked at $566K in Q4 2017. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Parisi Gray Wealth Management held 5,347 shares of Coca-Cola worth $435K as of Q2 2026.
- Parisi Gray Wealth Management bought 5 Coca-Cola shares in Q2 2026, an estimated $395.
- Coca-Cola made up 0.09% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #101 holding.
- Parisi Gray Wealth Management first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
- Parisi Gray Wealth Management's Coca-Cola position peaked at $566K in Q4 2017.
- 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.