Denver PWM’s Coca-Cola KO Stock Holding History

Denver PWM’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 Q1	–	Sell	-577	Closed	-$35.9K	–	162
2024 Q4	$35.9K	Sell	577 -209	-27%	-$13.6K	0.01%	119
2024 Q3	$56.5K	Sell	786 -30	-4%	-$2.05K	0.02%	112
2024 Q2	$51.9K	Buy	+816	New	+$50.5K	0.02%	132
2019 Q4	–	Sell	-998	Closed	-$54.4K	–	160
2019 Q3	$54.4K	Buy	+998	New	+$53.4K	0.03%	119

Other funds holding KO

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Denver PWM's KO Position: Q1 2025 in Review

Denver PWM sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 577 shares — an estimated $35.9K sold.

Denver PWM first reported a position in KO in Q3 2019 and held it in 4 quarters. The position peaked at $56.5K in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Denver PWM reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 577 Coca-Cola shares in Q1 2025, an estimated $35.9K.
Denver PWM first reported a position in Coca-Cola in Q3 2019 and held it in 4 quarters.
Denver PWM's Coca-Cola position peaked at $56.5K in Q3 2024.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.