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Axim Planning & Wealth’s Coca-Cola KO Stock Holding History

Axim Planning & 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 		– Sell
-4,412
Closed -$293K – 88
2025
Q3 		$293K Buy
+4,412
New +$304K 0.23% 53
2022
Q4 		– Sell
-629
Closed -$35K – 111
2022
Q3 		$35K Hold
629
– – 0.03% 63
2022
Q2 		$40K Buy
+629
New +$39.9K 0.03% 51

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

Axim Planning & Wealth's KO Position: Q4 2025 in Review

Axim Planning & Wealth sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 4,412 shares — an estimated $293K sold.

Axim Planning & Wealth first reported a position in KO in Q2 2022 and held it in 3 quarters. The position peaked at $293K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Axim Planning & Wealth reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 4,412 Coca-Cola shares in Q4 2025, an estimated $293K.
  • Axim Planning & Wealth first reported a position in Coca-Cola in Q2 2022 and held it in 3 quarters.
  • Axim Planning & Wealth's Coca-Cola position peaked at $293K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.