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Atria Wealth Solutions’s Coca-Cola KO Stock Holding History

Atria Wealth Solutions’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 		$8.32M Sell
116,730
-127,047
-52% -$9.05M 0.19% 124
2025
Q1 		$17.6M Sell
243,777
-5,291
-2% -$353K 0.21% 101
2024
Q4 		$15.5M Sell
249,068
-4,860
-2% -$317K 0.17% 125
2024
Q3 		$18.3M Buy
253,928
+11,285
+5% +$773K 0.2% 109
2024
Q2 		$15.5M Buy
242,643
+414
+0.2% +$25.6K 0.17% 123
2024
Q1 		$14.9M Buy
242,229
+12,819
+6% +$770K 0.17% 132
2023
Q4 		$13.5M Sell
229,410
-1,498
-0.6% -$85.1K 0.17% 128
2023
Q3 		$13M Buy
230,908
+9,629
+4% +$578K 0.18% 120
2023
Q2 		$13.4M Buy
221,279
+13,741
+7% +$855K 0.18% 120
2023
Q1 		$12.9M Sell
207,538
-6,894
-3% -$417K 0.19% 119
2022
Q4 		$13.6M Buy
214,432
+8,452
+4% +$510K 0.22% 104
2022
Q3 		$11.6M Buy
205,980
+65,319
+46% +$4.06M 0.2% 110
2022
Q2 		$8.88M Sell
140,661
-32,418
-19% -$2.05M 0.17% 133
2022
Q1 		$10.8M Buy
+173,079
New +$10.5M 0.18% 123

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's KO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Coca-Cola (KO) stake by 52% in Q2 2025, selling an estimated $9.05M and leaving 116,730 shares worth $8.32M. The position accounts for 0.19% of the portfolio, ranked #124.

Atria Wealth Solutions first reported a position in KO in Q1 2022 and has held it in 14 quarters since. The position peaked at $18.3M in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Atria Wealth Solutions held 116,730 shares of Coca-Cola worth $8.32M as of Q2 2025.
  • Atria Wealth Solutions sold 127,047 Coca-Cola shares in Q2 2025, an estimated $9.05M.
  • Coca-Cola made up 0.19% of Atria Wealth Solutions's portfolio in Q2 2025, its #124 holding.
  • Atria Wealth Solutions first reported a position in Coca-Cola in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Coca-Cola position peaked at $18.3M in Q3 2024.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.