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Garton & Associates Financial Advisors LLC → KO

Garton & Associates Financial Advisors LLC KO Position History

The Coca-Cola Company • Manufacturing

Quarters held
6
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$97K
Q4 2025$691K
Q4 2025$20K
Q1 2026$1.1M
Q2 2026$1.4M
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M16.7K——
Q2 2026$1.4M16.7K——
Q1 2026$1.1M15.0K——
Q4 2025$20K289——
Q4 2025$691K9.9K——
Q4 2025$97K1.4K——

Other funds holding KO

Other Garton & Associates Financial Advisors LLC positions

AAPL

APPLE INC

$6.3M
AAPL

APPLE INC

$5.5M
AVGO

BROADCOM INC

$5.5M
AVGO

BROADCOM INC

$5M
PNC

PNC FINL SERVICES

$4.4M
ETHA

INVESCO NASDAQ 100 ETF

$4.1M
AMZN

AMAZON.COM INC

$4M
ETHA

INVESCO NASDAQ 100 ETF

$3.8M
Garton & Associates Financial Advisors LLC KO Holdings: 13F Position History | Track13F