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Abich Financial Wealth Management’s Coca-Cola KO Stock Holding History

Abich Financial 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 		$62.7K Buy
+945
New +$65K 0.02% 284
2024
Q3 		$8.05K Sell
112
-66
-37% -$4.52K 0.02% 215
2024
Q2 		$11.3K Buy
+178
New +$11K 0.01% 263

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

Abich Financial Wealth Management's KO Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Coca-Cola (KO) in Q3 2025: 945 shares worth $62.7K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in KO as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in KO in Q2 2024 and has held it in 3 quarters since. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Abich Financial Wealth Management held 945 shares of Coca-Cola worth $62.7K as of Q3 2025.
  • Coca-Cola was a new Abich Financial Wealth Management position in Q3 2025.
  • Coca-Cola made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #284 holding.
  • Abich Financial Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 3 quarters since.
  • 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.