Financial Network Wealth Management’s Coca-Cola KO Stock Holding History

Financial Network 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	$134K	Buy	+1,860	New	+$124K	0.05%	144

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

Financial Network Wealth Management's KO Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Coca-Cola (KO) in Q1 2025: 1,860 shares worth $134K. The stake represents 0.05% of the portfolio and ranks #144 among its holdings.

3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Financial Network Wealth Management held 1,860 shares of Coca-Cola worth $134K as of Q1 2025.
Coca-Cola was a new Financial Network Wealth Management position in Q1 2025.
Coca-Cola made up 0.05% of Financial Network Wealth Management's portfolio in Q1 2025, its #144 holding.
3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.