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Litman Gregory Wealth Management’s Coca-Cola KO Stock Holding History

Litman Gregory 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
Q4 		$13.9K Buy
+199
New +$13.9K ﹤0.01% 284
2021
Q3 		– Sell
-272
Closed -$272K – 80
2021
Q2 		$272K Buy
+272
New +$14.8K 0.05% 62
2020
Q4 		– Sell
-71
Closed -$4K – 211
2020
Q3 		$4K Buy
+71
New +$3.42K ﹤0.01% 185
2018
Q2 		– Sell
-1,185
Closed -$51K – 138
2018
Q1 		$51K Buy
+1,185
New +$53.2K 0.02% 96

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

Litman Gregory Wealth Management's KO Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Coca-Cola (KO) in Q4 2025: 199 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #284 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in KO as recently as Q2 2021.

Litman Gregory Wealth Management first reported a position in KO in Q1 2018 and has held it in 4 quarters since. The position peaked at $272K in Q2 2021. 3,477 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Litman Gregory Wealth Management held 199 shares of Coca-Cola worth $13.9K as of Q4 2025.
  • Coca-Cola was a new Litman Gregory Wealth Management position in Q4 2025.
  • Coca-Cola made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #284 holding.
  • Litman Gregory Wealth Management first reported a position in Coca-Cola in Q1 2018 and has held it in 4 quarters since.
  • Litman Gregory Wealth Management's Coca-Cola position peaked at $272K in Q2 2021.
  • 3,477 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.