AWA
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Alta Wealth Advisors’s Coca-Cola KO Stock Holding History

Alta Wealth Advisors’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
Q4 		– Sell
-7,155
Closed -$475K – 174
2025
Q3 		$475K Buy
7,155
+2,849
+66% +$196K 0.17% 96
2025
Q2 		$305K Buy
+4,306
New +$307K 0.14% 93
2023
Q1 		– Sell
-9,003
Closed -$573K – 150
2022
Q4 		$573K Buy
9,003
+2,140
+31% +$129K 0.39% 85
2022
Q3 		$384K Buy
6,863
+1
+0% +$62 0.27% 107
2022
Q2 		$432K Buy
6,862
+139
+2% +$8.81K 0.3% 99
2022
Q1 		$417K Sell
6,723
-785
-10% -$47.7K 0.25% 112
2021
Q4 		$445K Buy
7,508
+139
+2% +$7.74K 0.27% 107
2021
Q3 		$387K Buy
7,369
+93
+1% +$5.18K 0.28% 110
2021
Q2 		$394K Buy
7,276
+661
+10% +$36K 0.29% 108
2021
Q1 		$349K Sell
6,615
-82
-1% -$4.13K 0.29% 109
2020
Q4 		$367K Buy
+6,697
New +$346K 0.31% 100

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alta Wealth Advisors's KO Position: Q4 2025 in Review

Alta Wealth Advisors sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 7,155 shares — an estimated $475K sold.

Alta Wealth Advisors first reported a position in KO in Q4 2020 and held it in 11 quarters. The position peaked at $573K in Q4 2022. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Alta Wealth Advisors reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 7,155 Coca-Cola shares in Q4 2025, an estimated $475K.
  • Alta Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and held it in 11 quarters.
  • Alta Wealth Advisors's Coca-Cola position peaked at $573K in Q4 2022.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Alta Wealth Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.