Congress Wealth Management’s Coca-Cola KO Stock Holding History

Congress 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	$82M	Buy	1,159,362 +9,756	+0.8%	+$695K	0.79%	16
2025 Q1	$82.3M	Sell	1,149,606 -137,998	-11%	-$9.22M	0.99%	10
2024 Q4	$80.2M	Buy	1,287,604 +160,757	+14%	+$10.5M	1.1%	10
2024 Q3	$81M	Buy	1,126,847 +70,834	+7%	+$4.85M	1.08%	13
2024 Q2	$67.2M	Buy	1,056,013 +14,680	+1%	+$909K	1.07%	15
2024 Q1	$63.7M	Sell	1,041,333 -172,485	-14%	-$10.4M	1.1%	17
2023 Q4	$71.5M	Buy	1,213,818 +177,232	+17%	+$10.1M	1.31%	13
2023 Q3	$58M	Sell	1,036,586 -310	-0%	-$18.6K	1.2%	15
2023 Q2	$62.4M	Buy	1,036,896 +102	+0%	+$6.35K	1.45%	12
2023 Q1	$64.3M	Sell	1,036,794 -808	-0.1%	-$48.9K	1.55%	12
2022 Q4	$66M	Sell	1,037,602 -1,246	-0.1%	-$75.2K	1.7%	8
2022 Q3	$58.2M	Buy	1,038,848 +326	+0%	+$20.3K	1.57%	9
2022 Q2	$65.3M	Sell	1,038,522 -862	-0.1%	-$54.6K	1.67%	10
2022 Q1	$64.4M	Sell	1,039,384 -112,055	-10%	-$6.81M	1.41%	14
2021 Q4	$68.2M	Buy	+1,151,439	New	+$64.1M	1.36%	9

Other funds holding KO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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 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 $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return