Iron Horse Wealth Management’s Coca-Cola KO Stock Holding History

Iron Horse 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 Q2	$365K	Sell	5,154 -75	-1%	-$5.34K	0.11%	34
2025 Q1	$375K	Buy	5,229 +528	+11%	+$35.3K	0.12%	32
2024 Q4	$293K	Sell	4,701 -35	-0.7%	-$2.29K	0.1%	34
2024 Q3	$340K	Buy	4,736 +15	+0.3%	+$1.03K	0.12%	29
2024 Q2	$300K	Hold	4,721	–	–	0.11%	28
2024 Q1	$289K	Sell	4,721 -185	-4%	-$11.1K	0.11%	32
2023 Q4	$289K	Buy	4,906 +852	+21%	+$48.4K	0.13%	30
2023 Q3	$227K	Hold	4,054	–	–	0.11%	35
2023 Q2	$244K	Hold	4,054	–	–	0.12%	32
2023 Q1	$251K	Buy	4,054 +200	+5%	+$12.1K	0.13%	34
2022 Q4	$245K	Buy	3,854 +2,973	+337%	+$179K	0.13%	35
2022 Q3	$49K	Sell	881 -2,973	-77%	-$185K	0.07%	43
2022 Q2	$242K	Buy	3,854 +4	+0.1%	+$254	0.14%	32
2022 Q1	$239K	Buy	3,850 +50	+1%	+$3.04K	0.13%	32
2021 Q4	$225K	Buy	3,800 +50	+1%	+$2.78K	0.13%	33
2021 Q3	$197K	Buy	3,750 +2	+0.1%	+$111	0.12%	35
2021 Q2	$203K	Sell	3,748 -200	-5%	-$10.9K	0.13%	36
2021 Q1	$208K	Hold	3,948	–	–	0.16%	35
2020 Q4	$217K	Buy	+3,948	New	+$204K	0.17%	30

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Iron Horse Wealth Management's KO Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Coca-Cola (KO) stake by 1.4% in Q2 2025, selling an estimated $5.34K and leaving 5,154 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #34.

Iron Horse Wealth Management first reported a position in KO in Q4 2020 and has held it in 19 quarters since. The position peaked at $375K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Iron Horse Wealth Management held 5,154 shares of Coca-Cola worth $365K as of Q2 2025.
Iron Horse Wealth Management sold 75 Coca-Cola shares in Q2 2025, an estimated $5.34K.
Coca-Cola made up 0.11% of Iron Horse Wealth Management's portfolio in Q2 2025, its #34 holding.
Iron Horse Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Coca-Cola position peaked at $375K in Q1 2025.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.