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Briaud Financial Planning’s Coca-Cola KO Stock Holding History

Briaud Financial Planning’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
-316
Closed -$22K – 203
2025
Q2 		$22K Hold
316
– – 0.01% 161
2025
Q1 		$22K Hold
316
– – 0.01% 118
2024
Q4 		$19K Hold
316
– – 0.01% 127
2024
Q3 		$22K Hold
316
– – 0.01% 91
2024
Q2 		$20K Sell
316
-1
-0.3% -$62 0.01% 89
2024
Q1 		$20K Buy
+317
New +$19K 0.01% 88
2023
Q4 		– Sell
-316
Closed -$17K – 93
2023
Q3 		$17K Buy
+316
New +$19K 0.01% 95

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Briaud Financial Planning's KO Position: Q3 2025 in Review

Briaud Financial Planning sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 316 shares — an estimated $22K sold.

Briaud Financial Planning first reported a position in KO in Q3 2023 and held it in 7 quarters. The position peaked at $22K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Briaud Financial Planning reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 316 Coca-Cola shares in Q3 2025, an estimated $22K.
  • Briaud Financial Planning first reported a position in Coca-Cola in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Coca-Cola position peaked at $22K in Q2 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.