Grey Fox Wealth Advisors’s Coca-Cola KO Stock Holding History

Grey Fox Wealth Advisors’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	-1,400	Closed	-$93.6K	–	396
2025 Q3	$93.6K	Buy	+1,400	New	+$96.4K	0.02%	197
2023 Q2	–	Sell	-667	Closed	-$41.7K	–	325
2023 Q1	$41.7K	Buy	667 +57	+9%	+$3.45K	0.02%	200
2022 Q4	$38.8K	Buy	+610	New	+$36.8K	0.03%	178

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

Grey Fox Wealth Advisors's KO Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 1,400 shares — an estimated $93.6K sold.

Grey Fox Wealth Advisors first reported a position in KO in Q4 2022 and held it in 3 quarters. The position peaked at $93.6K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,400 Coca-Cola shares in Q4 2025, an estimated $93.6K.
Grey Fox Wealth Advisors first reported a position in Coca-Cola in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Coca-Cola position peaked at $93.6K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.