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

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