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

Ameliora 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
Q1 		– Sell
-1,720
Closed -$107K – 241
2024
Q4 		$107K Buy
+1,720
New +$112K 0.04% 129
2023
Q4 		– Sell
-5,445
Closed -$305K – 211
2023
Q3 		$305K Hold
5,445
– – 0.18% 66
2023
Q2 		$328K Sell
5,445
-1,180
-18% -$73.4K 0.2% 69
2023
Q1 		$411K Buy
+6,625
New +$401K 0.24% 68

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ameliora Wealth Management's KO Position: Q1 2025 in Review

Ameliora Wealth Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 1,720 shares — an estimated $107K sold.

Ameliora Wealth Management first reported a position in KO in Q1 2023 and held it in 4 quarters. The position peaked at $411K in Q1 2023. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Ameliora Wealth Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,720 Coca-Cola shares in Q1 2025, an estimated $107K.
  • Ameliora Wealth Management first reported a position in Coca-Cola in Q1 2023 and held it in 4 quarters.
  • Ameliora Wealth Management's Coca-Cola position peaked at $411K in Q1 2023.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Ameliora Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.