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Marcum Wealth’s Coca-Cola KO Stock Holding History

Marcum Wealth’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 		$1.41M Buy
19,618
+1,541
+9% +$103K 0.12% 85
2024
Q4 		$1.13M Buy
18,077
+313
+2% +$20.4K 0.1% 99
2024
Q3 		$1.28M Sell
17,764
-23
-0.1% -$1.57K 0.12% 89
2024
Q2 		$1.13M Sell
17,787
-2,068
-10% -$128K 0.11% 90
2024
Q1 		$1.21M Sell
19,855
-480
-2% -$28.8K 0.12% 87
2023
Q4 		$1.2M Sell
20,335
-3,704
-15% -$210K 0.13% 84
2023
Q3 		$1.35M Buy
24,039
+1,388
+6% +$83.2K 0.16% 70
2023
Q2 		$1.36M Buy
22,651
+2,951
+15% +$184K 0.16% 70
2023
Q1 		$1.22M Buy
19,700
+553
+3% +$33.5K 0.15% 73
2022
Q4 		$1.22M Sell
19,147
-212
-1% -$12.8K 0.16% 69
2022
Q3 		$1.08M Buy
19,359
+851
+5% +$52.9K 0.16% 75
2022
Q2 		$1.16M Sell
18,508
-2,209
-11% -$140K 0.17% 75
2022
Q1 		$1.28M Buy
20,717
+1,010
+5% +$61.4K 0.18% 74
2021
Q4 		$1.17M Sell
19,707
-184
-0.9% -$10.2K 0.16% 91
2021
Q3 		$1.04M Buy
19,891
+1,228
+7% +$68.5K 0.16% 89
2021
Q2 		$1.01M Sell
18,663
-2,264
-11% -$123K 0.16% 93
2021
Q1 		$1.1M Buy
20,927
+12,731
+155% +$641K 0.18% 76
2020
Q4 		$449K Buy
8,196
+1,246
+18% +$64.4K 0.11% 71
2020
Q3 		$343K Sell
6,950
-108
-2% -$5.19K 0.11% 72
2020
Q2 		$315K Buy
7,058
+372
+6% +$17.1K 0.1% 85
2020
Q1 		$296K Buy
6,686
+919
+16% +$49.6K 0.11% 62
2019
Q4 		$319K Buy
+5,767
New +$310K 0.12% 76

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

Marcum Wealth's KO Position: Q1 2025 in Review

Marcum Wealth increased its Coca-Cola (KO) stake by 8.5% in Q1 2025, buying an estimated $103K and bringing the position to 19,618 shares worth $1.41M. The position accounts for 0.12% of the portfolio, ranked #85.

Marcum Wealth first reported a position in KO in Q4 2019 and has held it in 22 quarters since. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Marcum Wealth held 19,618 shares of Coca-Cola worth $1.41M as of Q1 2025.
  • Marcum Wealth bought 1,541 Coca-Cola shares in Q1 2025, an estimated $103K.
  • Coca-Cola made up 0.12% of Marcum Wealth's portfolio in Q1 2025, its #85 holding.
  • Marcum Wealth first reported a position in Coca-Cola in Q4 2019 and has held it in 22 quarters since.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.