Better Money Decisions’s Coca-Cola KO Stock Holding History

Better Money Decisions’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	$313K	Hold	4,426	–	–	0.19%	62
2025 Q1	$317K	Sell	4,426 -790	-15%	-$52.8K	0.21%	59
2024 Q4	$325K	Buy	5,216 +1	+0%	+$65	0.23%	53
2024 Q3	$375K	Buy	5,215 +7	+0.1%	+$479	0.27%	48
2024 Q2	$332K	Hold	5,208	–	–	0.25%	47
2024 Q1	$319K	Hold	5,208	–	–	0.25%	50
2023 Q4	$307K	Buy	5,208 +1	+0%	+$57	0.25%	48
2023 Q3	$291K	Buy	5,207 +1	+0%	+$60	0.26%	48
2023 Q2	$314K	Hold	5,206	–	–	0.26%	48
2023 Q1	$323K	Sell	5,206 -361	-6%	-$21.9K	0.27%	45
2022 Q4	$354K	Buy	5,567 +15	+0.3%	+$906	0.31%	45
2022 Q3	$311K	Buy	5,552 +2	+0%	+$124	0.3%	43
2022 Q2	$349K	Buy	+5,550	New	+$352K	0.3%	42
2021 Q4	–	Sell	-3,629	Closed	-$190K	–	339
2021 Q3	$190K	Buy	3,629 +6	+0.2%	+$334	0.16%	70
2021 Q2	$196K	Buy	3,623 +6	+0.2%	+$326	0.18%	66
2021 Q1	$191K	Buy	+3,617	New	+$182K	0.2%	57

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Better Money Decisions's KO Position: Q2 2025 in Review

Better Money Decisions held its Coca-Cola (KO) position steady in Q2 2025 at 4,426 shares worth $313K. The position accounts for 0.19% of the portfolio, ranked #62.

Better Money Decisions first reported a position in KO in Q1 2021 and has held it in 16 quarters since. The position peaked at $375K in Q3 2024. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Better Money Decisions held 4,426 shares of Coca-Cola worth $313K as of Q2 2025.
Better Money Decisions left its Coca-Cola share count unchanged in Q2 2025.
Coca-Cola made up 0.19% of Better Money Decisions's portfolio in Q2 2025, its #62 holding.
Better Money Decisions first reported a position in Coca-Cola in Q1 2021 and has held it in 16 quarters since.
Better Money Decisions's Coca-Cola position peaked at $375K in Q3 2024.
3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.