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

Laidlaw 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
Q1 		– Sell
-9,370
Closed -$583K – 113
2024
Q4 		$583K Buy
9,370
+400
+4% +$26.1K 0.25% 97
2024
Q3 		$645K Sell
8,970
-432
-5% -$29.6K 0.32% 86
2024
Q2 		$598K Sell
9,402
-296
-3% -$18.3K 0.33% 83
2024
Q1 		$593K Sell
9,698
-2,568
-21% -$154K 0.33% 92
2023
Q4 		$723K Sell
12,266
-8,954
-42% -$509K 0.26% 102
2023
Q3 		$1.19M Sell
21,220
-1,598
-7% -$95.8K 0.39% 78
2023
Q2 		$1.37M Buy
22,818
+8,019
+54% +$499K 0.27% 92
2023
Q1 		$918K Buy
14,799
+381
+3% +$23.1K 0.19% 130
2022
Q4 		$917K Sell
14,418
-2,420
-14% -$146K 0.2% 130
2022
Q3 		$943K Buy
16,838
+4,591
+37% +$285K 0.22% 117
2022
Q2 		$770K Sell
12,247
-6,337
-34% -$402K 0.16% 150
2022
Q1 		$1.15M Buy
18,584
+7,019
+61% +$427K 0.19% 129
2021
Q4 		$685K Sell
11,565
-5,040
-30% -$281K 0.11% 183
2021
Q3 		$871K Buy
+16,605
New +$926K 0.22% 101
2021
Q1 		– Sell
-12,413
Closed -$681K – 296
2020
Q4 		$681K Buy
12,413
+3,491
+39% +$181K 0.14% 156
2020
Q3 		$440K Buy
8,922
+724
+9% +$34.8K 0.2% 119
2020
Q2 		$366K Buy
8,198
+1,168
+17% +$53.8K 0.19% 114
2020
Q1 		$311K Buy
7,030
+106
+2% +$5.72K 0.2% 111
2019
Q4 		$383K Buy
+6,924
New +$372K 0.24% 108

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

Laidlaw Wealth Management's KO Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 9,370 shares — an estimated $583K sold.

Laidlaw Wealth Management first reported a position in KO in Q4 2019 and held it in 19 quarters. The position peaked at $1.37M in Q2 2023. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 9,370 Coca-Cola shares in Q1 2025, an estimated $583K.
  • Laidlaw Wealth Management first reported a position in Coca-Cola in Q4 2019 and held it in 19 quarters.
  • Laidlaw Wealth Management's Coca-Cola position peaked at $1.37M in Q2 2023.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.