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

FSA 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 Q3	$401K	Buy	6,043 +31	+0.5%	+$2.13K	0.15%	31
2025 Q2	$425K	Sell	6,012 -197	-3%	-$14K	0.17%	30
2025 Q1	$445K	Sell	6,209 -37	-0.6%	-$2.47K	0.19%	30
2024 Q4	$389K	Buy	6,246 +61	+1%	+$3.98K	0.16%	30
2024 Q3	$444K	Buy	+6,185	New	+$424K	0.18%	29
2024 Q1	$374K	Hold	6,118	–	–	0.16%	29
2023 Q4	$361K	Sell	6,118 -1,373	-18%	-$78K	0.17%	26
2023 Q3	$419K	Buy	7,491 +62	+0.8%	+$3.72K	0.23%	26
2023 Q2	$447K	Buy	7,429 +30	+0.4%	+$1.87K	0.24%	23
2023 Q1	$459K	Hold	7,399	–	–	0.27%	22
2022 Q4	$471K	Buy	7,399 +79	+1%	+$4.77K	0.27%	25
2022 Q3	$410K	Buy	7,320 +3,530	+93%	+$219K	0.29%	30
2022 Q2	$238K	Sell	3,790 -3,482	-48%	-$221K	0.66%	20
2022 Q1	$431K	Hold	7,272	–	–	0.25%	27
2021 Q4	$431K	Buy	7,272 +684	+10%	+$38.1K	0.25%	27
2021 Q3	$346K	Buy	6,588 +1,378	+26%	+$76.8K	0.22%	32
2021 Q2	$282K	Hold	5,210	–	–	0.18%	35
2021 Q1	$275K	Sell	5,210 -1,204	-19%	-$60.6K	0.18%	36
2020 Q4	$352K	Hold	6,414	–	–	0.18%	35
2020 Q3	$317K	Hold	6,414	–	–	0.2%	34
2020 Q2	$287K	Hold	6,414	–	–	0.2%	35
2020 Q1	$284K	Hold	6,414	–	–	0.24%	30
2019 Q4	$355K	Buy	+6,414	New	+$345K	0.25%	30

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

FSA Wealth Management's KO Position: Q3 2025 in Review

FSA Wealth Management increased its Coca-Cola (KO) stake by 0.52% in Q3 2025, buying an estimated $2.13K and bringing the position to 6,043 shares worth $401K. The position accounts for 0.15% of the portfolio, ranked #31.

FSA Wealth Management first reported a position in KO in Q4 2019 and has held it in 23 quarters since. The position peaked at $471K in Q4 2022. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

FSA Wealth Management held 6,043 shares of Coca-Cola worth $401K as of Q3 2025.
FSA Wealth Management bought 31 Coca-Cola shares in Q3 2025, an estimated $2.13K.
Coca-Cola made up 0.15% of FSA Wealth Management's portfolio in Q3 2025, its #31 holding.
FSA Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 23 quarters since.
FSA Wealth Management's Coca-Cola position peaked at $471K in Q4 2022.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.