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Austin Private Wealth’s Coca-Cola KO Stock Holding History

Austin Private Wealth’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 		$565K Sell
8,089
-86
-1% -$6K 0.04% 163
2025
Q3 		$542K Buy
8,175
+179
+2% +$12.3K 0.04% 172
2025
Q2 		$566K Buy
7,996
+964
+14% +$68.7K 0.04% 169
2025
Q1 		$504K Buy
7,032
+325
+5% +$21.7K 0.05% 162
2024
Q4 		$418K Buy
6,707
+2,089
+45% +$136K 0.04% 166
2024
Q3 		$332K Sell
4,618
-50
-1% -$3.42K 0.03% 191
2024
Q2 		$297K Sell
4,668
-48
-1% -$2.97K 0.03% 177
2024
Q1 		$282K Buy
4,716
+505
+12% +$30.3K 0.03% 185
2023
Q4 		$248K Sell
4,211
-225
-5% -$12.8K 0.03% 176
2023
Q3 		$248K Buy
4,436
+283
+7% +$17K 0.04% 141
2023
Q2 		$250K Buy
4,153
+181
+5% +$11.3K 0.04% 136
2023
Q1 		$246K Buy
3,972
+321
+9% +$19.4K 0.04% 128
2022
Q4 		$232K Sell
3,651
-53
-1% -$3.2K 0.04% 136
2022
Q3 		$207K Buy
3,704
+220
+6% +$13.7K 0.04% 120
2022
Q2 		$219K Buy
3,484
+223
+7% +$14.1K 0.05% 120
2022
Q1 		$202K Buy
+3,261
New +$198K 0.04% 130

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Austin Private Wealth's KO Position: Q4 2025 in Review

Austin Private Wealth reduced its Coca-Cola (KO) stake by 1.1% in Q4 2025, selling an estimated $6K and leaving 8,089 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #163.

Austin Private Wealth first reported a position in KO in Q1 2022 and has held it in 16 quarters since. The position peaked at $566K in Q2 2025. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Austin Private Wealth held 8,089 shares of Coca-Cola worth $565K as of Q4 2025.
  • Austin Private Wealth sold 86 Coca-Cola shares in Q4 2025, an estimated $6K.
  • Coca-Cola made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #163 holding.
  • Austin Private Wealth first reported a position in Coca-Cola in Q1 2022 and has held it in 16 quarters since.
  • Austin Private Wealth's Coca-Cola position peaked at $566K in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.