Burton Enright Welch’s Coca-Cola KO Stock Holding History

Burton Enright Welch’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	-4,093	Closed	-$290K	–	133
2025 Q2	$290K	Buy	+4,093	New	+$292K	0.05%	103

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

Burton Enright Welch's KO Position: Q3 2025 in Review

Burton Enright Welch sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 4,093 shares — an estimated $290K sold.

Burton Enright Welch first reported a position in KO in Q2 2025 and held it in 1 quarter. The position peaked at $290K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Burton Enright Welch reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Burton Enright Welch sold 4,093 Coca-Cola shares in Q3 2025, an estimated $290K.
Burton Enright Welch first reported a position in Coca-Cola in Q2 2025 and held it in 1 quarter.
Burton Enright Welch's Coca-Cola position peaked at $290K in Q2 2025.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Burton Enright Welch's 13F filing for Q3 2025, filed 9 Mar 2026.