Encompass Wealth Advisors’s Coca-Cola KO Stock Holding History

Encompass Wealth Advisors’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	-2,908	Closed	-$208K	–	105
2025 Q1	$208K	Buy	+2,908	New	+$194K	0.08%	95
2022 Q2	–	Sell	-3,684	Closed	-$228K	–	242
2022 Q1	$228K	Sell	3,684 -28	-0.8%	-$1.7K	0.06%	200
2021 Q4	$220K	Buy	+3,712	New	+$207K	0.05%	209

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

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 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

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

Encompass Wealth Advisors's KO Position: Q2 2025 in Review

Encompass Wealth Advisors sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 2,908 shares — an estimated $208K sold.

Encompass Wealth Advisors first reported a position in KO in Q4 2021 and held it in 3 quarters. The position peaked at $228K in Q1 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Encompass Wealth Advisors reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Encompass Wealth Advisors sold 2,908 Coca-Cola shares in Q2 2025, an estimated $208K.
Encompass Wealth Advisors first reported a position in Coca-Cola in Q4 2021 and held it in 3 quarters.
Encompass Wealth Advisors's Coca-Cola position peaked at $228K in Q1 2022.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Encompass Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.