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Evergreen Private Wealth’s Coca-Cola KO Stock Holding History

Evergreen Private 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
Q3 		– Sell
-47
Closed -$3.33K – 276
2025
Q2 		$3.33K Buy
+47
New +$3.35K ﹤0.01% 214
2024
Q4 		– Sell
-1
Closed -$42 – 208
2024
Q3 		$42 Sell
1
-2,998
-100% -$205K ﹤0.01% 210
2024
Q2 		$191K Sell
2,999
-6
-0.2% -$371 0.09% 69
2024
Q1 		$184K Buy
3,005
+541
+22% +$32.5K 0.09% 75
2023
Q4 		$145K Buy
+2,464
New +$140K 0.08% 76

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Private Wealth's KO Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 47 shares — an estimated $3.33K sold.

Evergreen Private Wealth first reported a position in KO in Q4 2023 and held it in 5 quarters. The position peaked at $191K in Q2 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 47 Coca-Cola shares in Q3 2025, an estimated $3.33K.
  • Evergreen Private Wealth first reported a position in Coca-Cola in Q4 2023 and held it in 5 quarters.
  • Evergreen Private Wealth's Coca-Cola position peaked at $191K in Q2 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.