CAWM
KO icon

Capital A Wealth Management’s Coca-Cola KO Stock Holding History

Capital A 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
Q2 		– Sell
-153
Closed -$10.9K – 667
2025
Q1 		$10.9K Buy
153
+7
+5% +$467 0.01% 286
2024
Q4 		$9.06K Buy
+146
New +$9.53K 0.02% 316

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

Capital A Wealth Management's KO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 153 shares — an estimated $10.9K sold.

Capital A Wealth Management first reported a position in KO in Q4 2024 and held it in 2 quarters. The position peaked at $10.9K in Q1 2025. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Capital A Wealth Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 153 Coca-Cola shares in Q2 2025, an estimated $10.9K.
  • Capital A Wealth Management first reported a position in Coca-Cola in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Coca-Cola position peaked at $10.9K in Q1 2025.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.