FWM
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ForthRight Wealth Management’s Coca-Cola KO Stock Holding History

ForthRight 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
Q2 		– Sell
-4,197
Closed -$301K – 69
2025
Q1 		$301K Sell
4,197
-1,173
-22% -$78.3K 0.1% 51
2024
Q4 		$334K Buy
5,370
+34
+0.6% +$2.22K 0.11% 49
2024
Q3 		$383K Sell
5,336
-2,189
-29% -$150K 0.13% 46
2024
Q2 		$479K Buy
7,525
+4
+0.1% +$248 0.17% 41
2024
Q1 		$460K Hold
7,521
– – 0.17% 41
2023
Q4 		$443K Buy
7,521
+2,863
+61% +$163K 0.17% 40
2023
Q3 		$261K Buy
4,658
+16
+0.3% +$960 0.11% 47
2023
Q2 		$280K Sell
4,642
-702
-13% -$43.7K 0.12% 45
2023
Q1 		$332K Buy
5,344
+400
+8% +$24.2K 0.15% 39
2022
Q4 		$315K Sell
4,944
-808
-14% -$48.8K 0.16% 38
2022
Q3 		$322K Buy
5,752
+965
+20% +$60K 0.19% 35
2022
Q2 		$301K Sell
4,787
-1,458
-23% -$92.4K 0.17% 36
2022
Q1 		$387K Hold
6,245
– – 0.2% 32
2021
Q4 		$370K Sell
6,245
-6,283
-50% -$350K 0.2% 30
2021
Q3 		$657K Buy
12,528
+5,079
+68% +$283K 0.4% 23
2021
Q2 		$403K Sell
7,449
-969
-12% -$52.7K 0.26% 26
2021
Q1 		$444K Sell
8,418
-785
-9% -$39.5K 0.3% 26
2020
Q4 		$505K Buy
+9,203
New +$476K 0.4% 22

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 $134M AUM 21.11% 1-Year Est. Return

ForthRight Wealth Management's KO Position: Q2 2025 in Review

ForthRight Wealth Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 4,197 shares — an estimated $301K sold.

ForthRight Wealth Management first reported a position in KO in Q4 2020 and held it in 18 quarters. The position peaked at $657K in Q3 2021. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • ForthRight Wealth Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • ForthRight Wealth Management sold 4,197 Coca-Cola shares in Q2 2025, an estimated $301K.
  • ForthRight Wealth Management first reported a position in Coca-Cola in Q4 2020 and held it in 18 quarters.
  • ForthRight Wealth Management's Coca-Cola position peaked at $657K in Q3 2021.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on ForthRight Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.