Long Run Wealth Advisors’s Coca-Cola KO Stock Holding History

Long Run Wealth Advisors’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	$302K	Sell	4,321 -196	-4%	-$13.7K	0.06%	89
2025 Q3	$300K	Sell	4,517 -57	-1%	-$3.92K	0.06%	90
2025 Q2	$324K	Buy	4,574 +997	+28%	+$71K	0.07%	86
2025 Q1	$256K	Buy	3,577 +141	+4%	+$9.42K	0.06%	90
2024 Q4	$214K	Sell	3,436 -170	-5%	-$11.1K	0.05%	94
2024 Q3	$259K	Hold	3,606	–	–	0.06%	89
2024 Q2	$230K	Hold	3,606	–	–	0.06%	93
2024 Q1	$221K	Buy	3,606 +31	+0.9%	+$1.86K	0.06%	90
2023 Q4	$211K	Sell	3,575 -126	-3%	-$7.16K	0.06%	89
2023 Q3	$207K	Buy	3,701 +31	+0.8%	+$1.86K	0.07%	81
2023 Q2	$221K	Hold	3,670	–	–	0.07%	88
2023 Q1	$228K	Buy	3,670 +200	+6%	+$12.1K	0.08%	89
2022 Q4	$221K	Sell	3,470 -312	-8%	-$18.8K	0.08%	91
2022 Q3	$212K	Sell	3,782 -1,372	-27%	-$85.3K	0.08%	90
2022 Q2	$324K	Buy	5,154 +1,044	+25%	+$66.2K	0.13%	76
2022 Q1	$254K	Hold	4,110	–	–	0.09%	89
2021 Q4	$244K	Buy	+4,110	New	+$229K	0.08%	94

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

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

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

Norges Bank Oslo, Norway $935B AUM

Long Run Wealth Advisors's KO Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Coca-Cola (KO) stake by 4.3% in Q4 2025, selling an estimated $13.7K and leaving 4,321 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #89.

Long Run Wealth Advisors first reported a position in KO in Q4 2021 and has held it in 17 quarters since. The position peaked at $324K in Q2 2022. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Long Run Wealth Advisors held 4,321 shares of Coca-Cola worth $302K as of Q4 2025.
Long Run Wealth Advisors sold 196 Coca-Cola shares in Q4 2025, an estimated $13.7K.
Coca-Cola made up 0.06% of Long Run Wealth Advisors's portfolio in Q4 2025, its #89 holding.
Long Run Wealth Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
Long Run Wealth Advisors's Coca-Cola position peaked at $324K in Q2 2022.
3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.