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

FLP 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	-58	Closed	-$3.63K	–	277
2024 Q4	$3.63K	Buy	+58	New	+$3.79K	0.01%	328

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

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

FLP Wealth Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 58 shares — an estimated $3.63K sold.

FLP Wealth Management first reported a position in KO in Q4 2024 and held it in 1 quarter. The position peaked at $3.63K in Q4 2024. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

FLP Wealth Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 58 Coca-Cola shares in Q1 2025, an estimated $3.63K.
FLP Wealth Management first reported a position in Coca-Cola in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Coca-Cola position peaked at $3.63K in Q4 2024.
3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

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