Genesis Private Wealth’s Coca-Cola KO Stock Holding History

Genesis Private Wealth’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	-4,393	Closed	-$291K	–	190
2025 Q3	$291K	Buy	+4,393	New	+$302K	0.12%	99
2025 Q2	–	Sell	-3,007	Closed	-$215K	–	163
2025 Q1	$215K	Buy	+3,007	New	+$201K	0.11%	131

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Genesis Private Wealth's KO Position: Q4 2025 in Review

Genesis Private Wealth sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 4,393 shares — an estimated $291K sold.

Genesis Private Wealth first reported a position in KO in Q1 2025 and held it in 2 quarters. The position peaked at $291K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Genesis Private Wealth reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Genesis Private Wealth sold 4,393 Coca-Cola shares in Q4 2025, an estimated $291K.
Genesis Private Wealth first reported a position in Coca-Cola in Q1 2025 and held it in 2 quarters.
Genesis Private Wealth's Coca-Cola position peaked at $291K in Q3 2025.
3,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Genesis Private Wealth's 13F filing for Q4 2025, filed 8 Jan 2026.