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

Crowley 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
Q4 		– Sell
-463
Closed -$30.7K – 194
2025
Q3 		$30.7K Hold
463
– – 0.02% 178
2025
Q2 		$32.8K Hold
463
– – 0.03% 164
2025
Q1 		$33.2K Buy
463
+29
+7% +$1.94K 0.03% 159
2024
Q4 		$27K Buy
+434
New +$28.3K 0.02% 179

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Crowley Wealth Management's KO Position: Q4 2025 in Review

Crowley Wealth Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 463 shares — an estimated $30.7K sold.

Crowley Wealth Management first reported a position in KO in Q4 2024 and held it in 4 quarters. The position peaked at $33.2K in Q1 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Crowley Wealth Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 463 Coca-Cola shares in Q4 2025, an estimated $30.7K.
  • Crowley Wealth Management first reported a position in Coca-Cola in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Coca-Cola position peaked at $33.2K in Q1 2025.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.