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

Hemington 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 		$216K Buy
3,262
+53
+2% +$3.65K 0.03% 136
2025
Q2 		$227K Sell
3,209
-653
-17% -$46.5K 0.03% 121
2025
Q1 		$276K Buy
3,862
+427
+12% +$28.5K 0.04% 104
2024
Q4 		$213K Buy
3,435
+150
+5% +$9.79K 0.05% 116
2024
Q3 		$214K Sell
3,285
-14
-0.4% -$959 0.06% 116
2024
Q2 		$209K Buy
+3,299
New +$204K 0.07% 110

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

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

Hemington Wealth Management increased its Coca-Cola (KO) stake by 1.7% in Q3 2025, buying an estimated $3.65K and bringing the position to 3,262 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #136.

Hemington Wealth Management first reported a position in KO in Q2 2024 and has held it in 6 quarters since. The position peaked at $276K in Q1 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Hemington Wealth Management held 3,262 shares of Coca-Cola worth $216K as of Q3 2025.
  • Hemington Wealth Management bought 53 Coca-Cola shares in Q3 2025, an estimated $3.65K.
  • Coca-Cola made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #136 holding.
  • Hemington Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 6 quarters since.
  • Hemington Wealth Management's Coca-Cola position peaked at $276K in Q1 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.