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Barnes Pettey Financial Advisors’s Coca-Cola KO Stock Holding History

Barnes Pettey Financial Advisors’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 		– Sell
-2,836
Closed -$203K – 112
2025
Q1 		$203K Buy
+2,836
New +$189K 0.16% 97
2024
Q4 		– Sell
-2,859
Closed -$205K – 103
2024
Q3 		$205K Buy
+2,859
New +$196K 0.16% 97
2024
Q1 		– Sell
-4,424
Closed -$261K – 99
2023
Q4 		$261K Hold
4,424
– – 0.21% 80
2023
Q3 		$248K Buy
4,424
+81
+2% +$4.86K 0.23% 80
2023
Q2 		$262K Sell
4,343
-117
-3% -$7.28K 0.23% 83
2023
Q1 		$277K Sell
4,460
-339
-7% -$20.5K 0.26% 79
2022
Q4 		$305K Buy
4,799
+50
+1% +$3.02K 0.31% 69
2022
Q3 		$266K Buy
4,749
+66
+1% +$4.1K 0.36% 71
2022
Q2 		$295K Buy
4,683
+1,001
+27% +$63.5K 0.38% 64
2022
Q1 		$228K Hold
3,682
– – 0.28% 82
2021
Q4 		$218K Buy
+3,682
New +$205K 0.25% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Barnes Pettey Financial Advisors's KO Position: Q2 2025 in Review

Barnes Pettey Financial Advisors sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 2,836 shares — an estimated $203K sold.

Barnes Pettey Financial Advisors first reported a position in KO in Q4 2021 and held it in 11 quarters. The position peaked at $305K in Q4 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Barnes Pettey Financial Advisors reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Barnes Pettey Financial Advisors sold 2,836 Coca-Cola shares in Q2 2025, an estimated $203K.
  • Barnes Pettey Financial Advisors first reported a position in Coca-Cola in Q4 2021 and held it in 11 quarters.
  • Barnes Pettey Financial Advisors's Coca-Cola position peaked at $305K in Q4 2022.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.