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

Austin 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 Q3	–	Sell	-3,118	Closed	-$212K	–	164
2025 Q2	$212K	Sell	3,118 -85	-3%	-$6.05K	0.04%	133
2025 Q1	$232K	Buy	+3,203	New	+$214K	0.05%	115

Other funds holding KO

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Austin Wealth Management's KO Position: Q3 2025 in Review

Austin Wealth Management sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 3,118 shares — an estimated $212K sold.

Austin Wealth Management first reported a position in KO in Q1 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Austin Wealth Management reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Austin Wealth Management sold 3,118 Coca-Cola shares in Q3 2025, an estimated $212K.
Austin Wealth Management first reported a position in Coca-Cola in Q1 2025 and held it in 2 quarters.
Austin Wealth Management's Coca-Cola position peaked at $232K in Q1 2025.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Austin Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.