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

ERTS 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
-3,001
Closed -$215K – 63
2025
Q1 		$215K Sell
3,001
-1,508
-33% -$101K 0.04% 79
2024
Q4 		$281K Sell
4,509
-1,102
-20% -$71.9K 0.05% 73
2024
Q3 		$403K Sell
5,611
-1,584
-22% -$108K 0.08% 57
2024
Q2 		$458K Sell
7,195
-987
-12% -$61.1K 0.09% 50
2024
Q1 		$501K Sell
8,182
-52
-0.6% -$3.12K 0.1% 45
2023
Q4 		$485K Sell
8,234
-213
-3% -$12.1K 0.1% 42
2023
Q3 		$473K Sell
8,447
-47
-0.6% -$2.82K 0.11% 43
2023
Q2 		$512K Sell
8,494
-62
-0.7% -$3.86K 0.12% 47
2023
Q1 		$531K Sell
8,556
-2,775
-24% -$168K 0.13% 44
2022
Q4 		$721K Buy
11,331
+29
+0.3% +$1.75K 0.19% 44
2022
Q3 		$633K Buy
11,302
+1,296
+13% +$80.5K 0.18% 39
2022
Q2 		$629K Sell
10,006
-15
-0.1% -$951 0.18% 41
2022
Q1 		$621K Sell
10,021
-1,228
-11% -$74.7K 0.17% 41
2021
Q4 		$665K Buy
11,249
+62
+0.6% +$3.45K 0.16% 39
2021
Q3 		$587K Sell
11,187
-16
-0.1% -$892 0.15% 46
2021
Q2 		$606K Buy
11,203
+55
+0.5% +$2.99K 0.16% 46
2021
Q1 		$588K Buy
11,148
+2,200
+25% +$111K 0.17% 46
2020
Q4 		$491K Sell
8,948
-383
-4% -$19.8K 0.16% 49
2020
Q3 		$461K Sell
9,331
-1,446
-13% -$69.5K 0.17% 49
2020
Q2 		$482K Sell
10,777
-2,208
-17% -$102K 0.19% 43
2020
Q1 		$575K Buy
12,985
+2,275
+21% +$123K 0.28% 41
2019
Q4 		$593K Buy
10,710
+500
+5% +$26.9K 0.27% 36
2019
Q3 		$556K Sell
10,210
-580
-5% -$31.1K 0.28% 36
2019
Q2 		$549K Hold
10,790
– – 0.3% 42
2019
Q1 		$506K Buy
10,790
+1,160
+12% +$54.3K 0.3% 43
2018
Q4 		$456K Buy
+9,630
New +$461K 0.33% 41

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

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

ERTS Wealth Advisors sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,001 shares — an estimated $215K sold.

ERTS Wealth Advisors first reported a position in KO in Q4 2018 and held it in 26 quarters. The position peaked at $721K in Q4 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 3,001 Coca-Cola shares in Q2 2025, an estimated $215K.
  • ERTS Wealth Advisors first reported a position in Coca-Cola in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's Coca-Cola position peaked at $721K in Q4 2022.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.