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

FFT 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
Q1 		– Sell
-6,988
Closed -$435K – 149
2024
Q4 		$435K Buy
6,988
+672
+11% +$43.9K 0.03% 104
2024
Q3 		$454K Buy
6,316
+596
+10% +$40.8K 0.03% 94
2024
Q2 		$364K Buy
5,720
+12
+0.2% +$743 0.03% 99
2024
Q1 		$349K Buy
5,708
+852
+18% +$51.2K 0.03% 103
2023
Q4 		$286K Buy
4,856
+1,046
+27% +$59.4K 0.02% 96
2023
Q3 		$213K Hold
3,810
– – 0.03% 99
2023
Q2 		$229K Sell
3,810
-35
-0.9% -$2.18K 0.03% 101
2023
Q1 		$239K Buy
3,845
+76
+2% +$4.6K 0.03% 91
2022
Q4 		$240K Hold
3,769
– – 0.03% 85
2022
Q3 		$211K Buy
+3,769
New +$234K 0.03% 84
2021
Q4 		– Sell
-4,014
Closed -$211K – 79
2021
Q3 		$211K Buy
4,014
+925
+30% +$51.6K 0.02% 85
2021
Q2 		$167K Buy
+3,089
New +$168K 0.04% 78

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FFT Wealth Management's KO Position: Q1 2025 in Review

FFT Wealth Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 6,988 shares — an estimated $435K sold.

FFT Wealth Management first reported a position in KO in Q2 2021 and held it in 12 quarters. The position peaked at $454K in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • FFT Wealth Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 6,988 Coca-Cola shares in Q1 2025, an estimated $435K.
  • FFT Wealth Management first reported a position in Coca-Cola in Q2 2021 and held it in 12 quarters.
  • FFT Wealth Management's Coca-Cola position peaked at $454K in Q3 2024.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.