Greystone Financial Group, LLC / KO
Greystone Financial Group, LLC’s Coca Cola Co Position
Does Greystone Financial Group, LLC own Coca Cola Co (KO)? Yes — 72.1K shares worth $5M (+1.55% of its 13F portfolio) as of Q1 2026, down from 119.3K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
72.1K
% of Portfolio
+1.55%
Quarters Held
19
currently held
Position History KO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 72.1K | $5M | +1.55% |
| Q4 2025 | 119.3K | $8M | +1.30% |
| Q3 2025 | 104.1K | $7M | +1.07% |
| Q2 2025 | 103.0K | $7M | +1.20% |
| Q1 2025 | 102.6K | $7M | +1.33% |
| Q4 2024 | 108.4K | $7M | +1.17% |
| Q4 2023 | 109.5K | $6M | +1.49% |
| Q3 2023 | 146.1K | $8M | +2.04% |
| Q2 2023 | 143.9K | $9M | +2.01% |
| Q1 2023 | 145.3K | $9M | +2.27% |
| Q4 2022 | 140.8K | $9M | +2.63% |
| Q3 2022 | 118.0K | $7M | +2.24% |
| Q2 2022 | 61.4K | $4M | +1.20% |
| Q1 2022 | 134.9K | $8M | +2.11% |
| Q4 2021 | 133.8K | $8M | +1.90% |
| Q3 2021 | 103.3K | $5M | +1.61% |
| Q2 2021 | 129.7K | $7M | +1.75% |
| Q1 2021 | 129.0K | $7M | +1.76% |
| Q4 2020 | 4.1K | $206,000 | +0.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of KO.