Laird Norton Wetherby Wealth Management’s Coca-Cola KO Stock Holding History

Laird Norton Wetherby 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	$5.64M	Sell	85,034 -3,969	-4%	-$273K	0.23%	66
2025 Q2	$6.3M	Buy	+89,003	New	+$6.34M	0.28%	56
2024 Q4	$5.5M	Sell	88,377 -9,204	-9%	-$601K	0.26%	59
2024 Q3	$7.01M	Sell	97,581 -517	-0.5%	-$35.4K	0.32%	47
2024 Q2	$6.24M	Sell	98,098 -4,659	-5%	-$288K	0.29%	54
2024 Q1	$6.29M	Sell	102,757 -896	-0.9%	-$53.8K	0.3%	56
2023 Q4	$6.11M	Sell	103,653 -1,710	-2%	-$97.1K	0.32%	54
2023 Q3	$5.9M	Sell	105,363 -1,772	-2%	-$106K	0.33%	52
2023 Q2	$6.45M	Sell	107,135 -5,751	-5%	-$358K	0.35%	49
2023 Q1	$7M	Buy	112,886 +5,178	+5%	+$314K	0.41%	43
2022 Q4	$6.85M	Buy	107,708 +4,305	+4%	+$260K	0.44%	37
2022 Q3	$5.79M	Buy	103,403 +2,116	+2%	+$132K	0.41%	42
2022 Q2	$6.37M	Buy	101,287 +16,153	+19%	+$1.02M	0.43%	34
2022 Q1	$5.28M	Buy	85,134 +6,997	+9%	+$426K	0.3%	51
2021 Q4	$4.63M	Buy	78,137 +1,764	+2%	+$98.2K	0.26%	68
2021 Q3	$4.01M	Sell	76,373 -1,458	-2%	-$81.3K	0.25%	74
2021 Q2	$4.21M	Buy	77,831 +1,418	+2%	+$77.1K	0.26%	71
2021 Q1	$4.03M	Sell	76,413 -4,297	-5%	-$216K	0.31%	58
2020 Q4	$4.43M	Buy	80,710 +7,538	+10%	+$390K	0.3%	61
2020 Q3	$3.61M	Sell	73,172 -1,863	-2%	-$89.6K	0.32%	61
2020 Q2	$3.35M	Sell	75,035 -1,116	-1%	-$51.4K	0.32%	64
2020 Q1	$3.37M	Sell	76,151 -10,489	-12%	-$566K	0.38%	52
2019 Q4	$4.79M	Buy	86,640 +3,176	+4%	+$171K	0.47%	41
2019 Q3	$4.54M	Buy	83,464 +2,114	+3%	+$113K	0.47%	40
2019 Q2	$4.14M	Buy	81,350 +2,230	+3%	+$109K	0.45%	42
2019 Q1	$3.71M	Buy	79,120 +1,232	+2%	+$57.6K	0.46%	43
2018 Q4	$3.69M	Buy	77,888 +2,210	+3%	+$106K	0.52%	39
2018 Q3	$3.5M	Buy	75,678 +4,699	+7%	+$215K	0.43%	43
2018 Q2	$3.11M	Sell	70,979 -2,854	-4%	-$123K	0.42%	45
2018 Q1	$3.21M	Sell	73,833 -635	-0.9%	-$28.5K	0.44%	43
2017 Q4	$3.42M	Buy	74,468 +1,290	+2%	+$59.3K	0.47%	40
2017 Q3	$3.29M	Buy	73,178 +758	+1%	+$34.5K	0.49%	39
2017 Q2	$3.25M	Sell	72,420 -1,474	-2%	-$65.1K	0.55%	31
2017 Q1	$3.14M	Sell	73,894 -234	-0.3%	-$9.76K	0.56%	30
2016 Q4	$3.07M	Buy	74,128 +3,254	+5%	+$135K	0.6%	26
2016 Q3	$3M	Buy	70,874 +1,367	+2%	+$59.9K	0.61%	28
2016 Q2	$3.15M	Buy	69,507 +1,660	+2%	+$75K	0.7%	28
2016 Q1	$3.15M	Sell	67,847 -2,667	-4%	-$116K	0.74%	24
2015 Q4	$3.03M	Buy	70,514 +1,159	+2%	+$49.2K	0.73%	27
2015 Q3	$2.78M	Buy	69,355 +4,135	+6%	+$166K	0.71%	28
2015 Q2	$2.56M	Buy	65,220 +147	+0.2%	+$5.98K	0.61%	26
2015 Q1	$2.64M	Sell	65,073 -266	-0.4%	-$11.1K	0.64%	25
2014 Q4	$2.76M	Buy	65,339 +3,209	+5%	+$137K	0.69%	25
2014 Q3	$2.65M	Buy	62,130 +515	+0.8%	+$21.3K	0.74%	24
2014 Q2	$2.61M	Sell	61,615 -3,743	-6%	-$152K	0.74%	23
2014 Q1	$2.53M	Sell	65,358 -3,157	-5%	-$122K	0.72%	24
2013 Q4	$2.83M	Buy	68,515 +1,829	+3%	+$72.1K	0.81%	22
2013 Q3	$2.53M	Buy	66,686 +633	+1%	+$25K	0.79%	24
2013 Q2	$2.65M	Buy	+66,053	New	+$2.73M	0.92%	23

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

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

Laird Norton Wetherby Wealth Management's KO Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Coca-Cola (KO) stake by 4.5% in Q3 2025, selling an estimated $273K and leaving 85,034 shares worth $5.64M. The position accounts for 0.23% of the portfolio, ranked #66.

Laird Norton Wetherby Wealth Management first reported a position in KO in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.01M in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Laird Norton Wetherby Wealth Management held 85,034 shares of Coca-Cola worth $5.64M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 3,969 Coca-Cola shares in Q3 2025, an estimated $273K.
Coca-Cola made up 0.23% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #66 holding.
Laird Norton Wetherby Wealth Management first reported a position in Coca-Cola in Q2 2013 and has held it in 49 quarters since.
Laird Norton Wetherby Wealth Management's Coca-Cola position peaked at $7.01M in Q3 2024.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.