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	0.18%	133
2022 Q1	$10.8M	Buy	+173,079	New	+$10.5M	0.18%	123

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return