Bordeaux Wealth Advisors’s Coca-Cola KO Stock Holding History

Bordeaux Wealth 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	$559K	Buy	7,905 +15	+0.2%	+$1.07K	0.07%	80
2025 Q1	$565K	Buy	7,890 +2,489	+46%	+$166K	0.1%	83
2024 Q4	$336K	Sell	5,401 -1,171	-18%	-$76.4K	0.05%	112
2024 Q3	$472K	Buy	6,572 +2,599	+65%	+$178K	0.09%	94
2024 Q2	$253K	Sell	3,973 -182	-4%	-$11.3K	0.05%	119
2024 Q1	$254K	Sell	4,155 -3,213	-44%	-$193K	0.08%	93
2023 Q4	$434K	Buy	7,368 +354	+5%	+$20.1K	0.15%	68
2023 Q3	$393K	Sell	7,014 -2,971	-30%	-$178K	0.16%	64
2023 Q2	$601K	Buy	9,985 +139	+1%	+$8.65K	0.25%	49
2023 Q1	$611K	Buy	9,846 +195	+2%	+$11.8K	0.31%	48
2022 Q4	$614K	Sell	9,651 -666	-6%	-$40.2K	0.34%	44
2022 Q3	$578K	Buy	10,317 +915	+10%	+$56.9K	0.36%	45
2022 Q2	$591K	Sell	9,402 -435	-4%	-$27.6K	0.41%	42
2022 Q1	$610K	Buy	9,837 +326	+3%	+$19.8K	0.33%	50
2021 Q4	$563K	Buy	9,511 +11	+0.1%	+$613	0.26%	57
2021 Q3	$498K	Buy	9,500 +400	+4%	+$22.3K	0.28%	52
2021 Q2	$492K	Hold	9,100	–	–	0.28%	55
2021 Q1	$480K	Sell	9,100 -489	-5%	-$24.6K	0.33%	45
2020 Q4	$526K	Buy	+9,589	New	+$496K	0.4%	39

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

Bordeaux Wealth Advisors's KO Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Coca-Cola (KO) stake by 0.19% in Q2 2025, buying an estimated $1.07K and bringing the position to 7,905 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #80.

Bordeaux Wealth Advisors first reported a position in KO in Q4 2020 and has held it in 19 quarters since. The position peaked at $614K in Q4 2022. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Bordeaux Wealth Advisors held 7,905 shares of Coca-Cola worth $559K as of Q2 2025.
Bordeaux Wealth Advisors bought 15 Coca-Cola shares in Q2 2025, an estimated $1.07K.
Coca-Cola made up 0.07% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #80 holding.
Bordeaux Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 19 quarters since.
Bordeaux Wealth Advisors's Coca-Cola position peaked at $614K in Q4 2022.
3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.