Brass Tax Wealth Management’s Coca-Cola KO Stock Holding History

Brass Tax Wealth Management’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	$205K	Buy	3,093 +3	+0.1%	+$206	0.03%	240
2025 Q2	$219K	Buy	+3,090	New	+$220K	0.04%	216
2024 Q4	–	Sell	-2,942	Closed	-$211K	–	211
2024 Q3	$211K	Buy	+2,942	New	+$201K	0.05%	190

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

Brass Tax Wealth Management's KO Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Coca-Cola (KO) stake by 0.1% in Q3 2025, buying an estimated $206 and bringing the position to 3,093 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #240.

Brass Tax Wealth Management first reported a position in KO in Q3 2024 and has held it in 3 quarters since. The position peaked at $219K in Q2 2025. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Brass Tax Wealth Management held 3,093 shares of Coca-Cola worth $205K as of Q3 2025.
Brass Tax Wealth Management bought 3 Coca-Cola shares in Q3 2025, an estimated $206.
Coca-Cola made up 0.03% of Brass Tax Wealth Management's portfolio in Q3 2025, its #240 holding.
Brass Tax Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 3 quarters since.
Brass Tax Wealth Management's Coca-Cola position peaked at $219K in Q2 2025.
3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.