Berry Wealth Group’s Coca-Cola KO Stock Holding History

Berry Wealth Group’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	-5,148	Closed	-$364K	–	70
2025 Q2	$364K	Buy	5,148 +1,849	+56%	+$132K	0.25%	56
2025 Q1	$236K	Buy	+3,299	New	+$220K	0.18%	83

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

Berry Wealth Group's KO Position: Q3 2025 in Review

Berry Wealth Group sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 5,148 shares — an estimated $364K sold.

Berry Wealth Group first reported a position in KO in Q1 2025 and held it in 2 quarters. The position peaked at $364K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Berry Wealth Group reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 5,148 Coca-Cola shares in Q3 2025, an estimated $364K.
Berry Wealth Group first reported a position in Coca-Cola in Q1 2025 and held it in 2 quarters.
Berry Wealth Group's Coca-Cola position peaked at $364K in Q2 2025.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.