Cook Wealth’s Coca-Cola KO Stock Holding History

Cook Wealth’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	-11,100	Closed	-$791K	–	32
2025 Q1	$791K	Sell	11,100 -1,600	-13%	-$107K	0.38%	27
2024 Q4	$781K	Hold	12,700	–	–	0.37%	28
2024 Q3	$837K	Sell	12,700 -470	-4%	-$32.2K	0.42%	26
2024 Q2	$870K	Buy	+13,170	New	+$815K	0.47%	26
2024 Q1	–	Sell	-3,600	Closed	-$212K	–	58
2023 Q4	$212K	Sell	3,600 -385	-10%	-$21.9K	0.13%	50
2023 Q3	$222K	Buy	+3,985	New	+$239K	0.17%	46
2023 Q2	–	Sell	-4,381	Closed	-$279K	–	55
2023 Q1	$279K	Buy	4,381 +119	+3%	+$7.21K	0.24%	28
2022 Q4	$271K	Hold	4,262	–	–	0.26%	27
2022 Q3	$254K	Buy	4,262 +280	+7%	+$17.4K	0.28%	30
2022 Q2	$251K	Hold	3,982	–	–	0.26%	33
2022 Q1	$257K	Buy	3,982 +2	+0.1%	+$122	0.27%	28
2021 Q4	$243K	Buy	+3,980	New	+$222K	0.25%	31

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cook Wealth's KO Position: Q2 2025 in Review

Cook Wealth sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 11,100 shares — an estimated $791K sold.

Cook Wealth first reported a position in KO in Q4 2021 and held it in 12 quarters. The position peaked at $870K in Q2 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Cook Wealth reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Cook Wealth sold 11,100 Coca-Cola shares in Q2 2025, an estimated $791K.
Cook Wealth first reported a position in Coca-Cola in Q4 2021 and held it in 12 quarters.
Cook Wealth's Coca-Cola position peaked at $870K in Q2 2024.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

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