Beirne Wealth Consulting Services’s Coca-Cola KO Stock Holding History

Beirne Wealth Consulting Services’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	-4,394	Closed	-$293K	–	171
2025 Q3	$293K	Buy	+4,394	New	+$302K	0.07%	157

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

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

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

Norges Bank Oslo, Norway $935B AUM

Beirne Wealth Consulting Services's KO Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 4,394 shares — an estimated $293K sold.

Beirne Wealth Consulting Services first reported a position in KO in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 3,469 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Beirne Wealth Consulting Services reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Beirne Wealth Consulting Services sold 4,394 Coca-Cola shares in Q4 2025, an estimated $293K.
Beirne Wealth Consulting Services first reported a position in Coca-Cola in Q3 2025 and held it in 1 quarter.
Beirne Wealth Consulting Services's Coca-Cola position peaked at $293K in Q3 2025.
3,469 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.