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

Future Financial 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
Q4 		– Sell
-1,210
Closed -$80.3K – 281
2025
Q3 		$80.3K Buy
1,210
+4
+0.3% +$275 0.05% 196
2025
Q2 		$85.3K Buy
1,206
+4
+0.3% +$285 0.06% 177
2025
Q1 		$86.1K Hold
1,202
– – 0.06% 169
2024
Q4 		$74.8K Sell
1,202
-791
-40% -$51.6K 0.05% 197
2024
Q3 		$143K Buy
+1,993
New +$136K 0.1% 136
2024
Q2 		– Sell
-2,065
Closed -$126K – 290
2024
Q1 		$126K Buy
+2,065
New +$124K 0.1% 148
2022
Q2 		– Sell
-1,586
Closed -$98K – 306
2022
Q1 		$98K Hold
1,586
– – 0.08% 185
2021
Q4 		$94K Buy
+1,586
New +$88.3K 0.08% 199

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Future Financial Wealth Management's KO Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 1,210 shares — an estimated $80.3K sold.

Future Financial Wealth Management first reported a position in KO in Q4 2021 and held it in 8 quarters. The position peaked at $143K in Q3 2024. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 1,210 Coca-Cola shares in Q4 2025, an estimated $80.3K.
  • Future Financial Wealth Management first reported a position in Coca-Cola in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's Coca-Cola position peaked at $143K in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.