AWP
KO icon

Abacus Wealth Partners’s Coca-Cola KO Stock Holding History

Abacus Wealth Partners’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
Q2 		– Sell
-4,021
Closed -$288K – 116
2025
Q1 		$288K Sell
4,021
-19
-0.5% -$1.27K 0.04% 67
2024
Q4 		$252K Buy
+4,040
New +$264K 0.04% 72
2023
Q3 		– Sell
-9,787
Closed -$589K – 78
2023
Q2 		$589K Buy
9,787
+28
+0.3% +$1.74K 0.18% 36
2023
Q1 		$625K Buy
+9,759
New +$591K 0.21% 38

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Abacus Wealth Partners's KO Position: Q2 2025 in Review

Abacus Wealth Partners sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 4,021 shares — an estimated $288K sold.

Abacus Wealth Partners first reported a position in KO in Q1 2023 and held it in 4 quarters. The position peaked at $625K in Q1 2023. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Abacus Wealth Partners reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Abacus Wealth Partners sold 4,021 Coca-Cola shares in Q2 2025, an estimated $288K.
  • Abacus Wealth Partners first reported a position in Coca-Cola in Q1 2023 and held it in 4 quarters.
  • Abacus Wealth Partners's Coca-Cola position peaked at $625K in Q1 2023.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Abacus Wealth Partners's 13F filing for Q2 2025, filed 14 Jul 2025.