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Invenio Wealth Partners’s Coca-Cola KO Stock Holding History

Invenio Wealth Partners’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
-6,908
Closed -$430K – 98
2024
Q4 		$430K Buy
6,908
+141
+2% +$9.2K 0.18% 56
2024
Q3 		$486K Buy
6,767
+55
+0.8% +$3.77K 0.21% 54
2024
Q2 		$427K Sell
6,712
-325
-5% -$20.1K 0.21% 53
2024
Q1 		$431K Buy
7,037
+484
+7% +$29.1K 0.23% 52
2023
Q4 		$386K Buy
6,553
+587
+10% +$33.3K 0.28% 57
2023
Q3 		$334K Buy
+5,966
New +$358K 0.3% 59

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Invenio Wealth Partners's KO Position: Q1 2025 in Review

Invenio Wealth Partners sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 6,908 shares — an estimated $430K sold.

Invenio Wealth Partners first reported a position in KO in Q3 2023 and held it in 6 quarters. The position peaked at $486K in Q3 2024. 3,372 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Invenio Wealth Partners reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Invenio Wealth Partners sold 6,908 Coca-Cola shares in Q1 2025, an estimated $430K.
  • Invenio Wealth Partners first reported a position in Coca-Cola in Q3 2023 and held it in 6 quarters.
  • Invenio Wealth Partners's Coca-Cola position peaked at $486K in Q3 2024.
  • 3,372 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Invenio Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.