1858 Wealth Management’s Coca-Cola KO Stock Holding History

1858 Wealth Management’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
2025 Q3	$389K	Sell	5,858 -1,324	-18%	-$91.1K	0.27%	63
2025 Q2	$508K	Hold	7,182	–	–	0.37%	60
2025 Q1	$514K	Sell	7,182 -5	-0.1%	-$334	0.44%	52
2024 Q4	$447K	Hold	7,187	–	–	0.35%	67
2024 Q3	$516K	Sell	7,187 -5	-0.1%	-$342	0.43%	63
2024 Q2	$458K	Sell	7,192 -6	-0.1%	-$371	0.38%	65
2024 Q1	$424K	Hold	7,198	–	–	0.4%	66
2023 Q4	$424K	Buy	+7,198	New	+$409K	0.4%	66

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's KO Position: Q3 2025 in Review

1858 Wealth Management reduced its Coca-Cola (KO) stake by 18% in Q3 2025, selling an estimated $91.1K and leaving 5,858 shares worth $389K. The position accounts for 0.27% of the portfolio, ranked #63.

1858 Wealth Management first reported a position in KO in Q4 2023 and has held it in 8 quarters since. The position peaked at $516K in Q3 2024. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

1858 Wealth Management held 5,858 shares of Coca-Cola worth $389K as of Q3 2025.
1858 Wealth Management sold 1,324 Coca-Cola shares in Q3 2025, an estimated $91.1K.
Coca-Cola made up 0.27% of 1858 Wealth Management's portfolio in Q3 2025, its #63 holding.
1858 Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Coca-Cola position peaked at $516K in Q3 2024.
3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.