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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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's KO Position: Q2 2025 in Review

Congress Wealth Management increased its Coca-Cola (KO) stake by 0.85% in Q2 2025, buying an estimated $695K and bringing the position to 1,159,362 shares worth $82M. The position accounts for 0.79% of the portfolio, ranked #16.

Congress Wealth Management first reported a position in KO in Q4 2021 and has held it in 15 quarters since. The position peaked at $82.3M in Q1 2025. 3,364 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Congress Wealth Management held 1,159,362 shares of Coca-Cola worth $82M as of Q2 2025.
  • Congress Wealth Management bought 9,756 Coca-Cola shares in Q2 2025, an estimated $695K.
  • Coca-Cola made up 0.79% of Congress Wealth Management's portfolio in Q2 2025, its #16 holding.
  • Congress Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Coca-Cola position peaked at $82.3M in Q1 2025.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.