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Heritage Oak Wealth Advisors’s Coca-Cola KO Stock Holding History

Heritage Oak 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
Q1 		– Sell
-3,234
Closed -$201K – 79
2024
Q4 		$201K Sell
3,234
-323
-9% -$21.1K 0.09% 73
2024
Q3 		$256K Sell
3,557
-4,382
-55% -$300K 0.12% 122
2024
Q2 		$505K Buy
+7,939
New +$491K 0.26% 56

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heritage Oak Wealth Advisors's KO Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 3,234 shares — an estimated $201K sold.

Heritage Oak Wealth Advisors first reported a position in KO in Q2 2024 and held it in 3 quarters. The position peaked at $505K in Q2 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Heritage Oak Wealth Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,234 Coca-Cola shares in Q1 2025, an estimated $201K.
  • Heritage Oak Wealth Advisors first reported a position in Coca-Cola in Q2 2024 and held it in 3 quarters.
  • Heritage Oak Wealth Advisors's Coca-Cola position peaked at $505K in Q2 2024.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.