CWC
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Carolinas Wealth Consulting’s Coca-Cola KO Stock Holding History

Carolinas Wealth Consulting’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
-3,419
Closed -$245K – 519
2025
Q1 		$245K Sell
3,419
-129
-4% -$8.62K 0.05% 165
2024
Q4 		$221K Buy
3,548
+3
+0.1% +$196 0.04% 175
2024
Q3 		$256K Buy
3,545
+329
+10% +$22.5K 0.05% 163
2024
Q2 		$206K Sell
3,216
-119
-4% -$7.37K 0.04% 176
2024
Q1 		$206K Sell
3,335
-32,617
-91% -$1.96M 0.04% 169
2023
Q4 		$247K Sell
35,952
-135
-0.4% -$7.67K 0.05% 139
2023
Q3 		$246K Sell
36,087
-4,438
-11% -$266K 0.06% 130
2023
Q2 		$531K Sell
40,525
-32
-0.1% -$1.99K 0.11% 97
2023
Q1 		$548K Sell
40,557
-948
-2% -$57.4K 0.12% 95
2022
Q4 		$617K Buy
41,505
+689
+2% +$41.6K 0.14% 83
2022
Q3 		$513K Buy
40,816
+158
+0.4% +$9.82K 0.13% 87
2022
Q2 		$561K Buy
40,658
+32,358
+390% +$2.05M 0.14% 79
2022
Q1 		$518K Sell
8,300
-15
-0.2% -$912 0.11% 87
2021
Q4 		$492K Buy
8,315
+633
+8% +$35.2K 0.11% 92
2021
Q3 		$406K Buy
7,682
+41
+0.5% +$2.29K 0.09% 96
2021
Q2 		$417K Sell
7,641
-122
-2% -$6.64K 0.09% 99
2021
Q1 		$413K Sell
7,763
-10
-0.1% -$503 0.1% 97
2020
Q4 		$426K Buy
7,773
+346
+5% +$17.9K 0.11% 93
2020
Q3 		$370K Buy
7,427
+1,018
+16% +$49K 0.12% 77
2020
Q2 		$289K Sell
6,409
-253
-4% -$11.7K 0.11% 83
2020
Q1 		$296K Buy
+6,662
New +$360K 0.16% 71

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

Carolinas Wealth Consulting's KO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,419 shares — an estimated $245K sold.

Carolinas Wealth Consulting first reported a position in KO in Q1 2020 and held it in 21 quarters. The position peaked at $617K in Q4 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,419 Coca-Cola shares in Q2 2025, an estimated $245K.
  • Carolinas Wealth Consulting first reported a position in Coca-Cola in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Coca-Cola position peaked at $617K in Q4 2022.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.