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

Marietta 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
2026 Q1	$486K	Buy	6,384 +460	+8%	+$34.8K	0.06%	108
2025 Q4	$414K	Buy	+5,924	New	+$413K	0.05%	107
2025 Q3	–	Sell	-5,442	Closed	-$385K	–	123
2025 Q2	$385K	Sell	5,442 -234	-4%	-$16.7K	0.05%	106
2025 Q1	$407K	Sell	5,676 -570	-9%	-$38.1K	0.06%	97
2024 Q4	$389K	Buy	6,246 +20	+0.3%	+$1.31K	0.06%	99
2024 Q3	$447K	Sell	6,226 -1,000	-14%	-$68.5K	0.07%	97
2024 Q2	$460K	Buy	7,226 +1,358	+23%	+$84.1K	0.07%	94
2024 Q1	$359K	Hold	5,868	–	–	0.06%	96
2023 Q4	$346K	Buy	+5,868	New	+$333K	0.06%	97
2023 Q1	–	Sell	-3,278	Closed	-$209K	–	110
2022 Q4	$209K	Buy	+3,278	New	+$198K	0.05%	106
2022 Q3	–	Sell	-3,388	Closed	-$213K	–	108
2022 Q2	$213K	Buy	+3,388	New	+$215K	0.05%	107
2018 Q1	–	Sell	-6,000	Closed	-$275K	–	122
2017 Q4	$275K	Sell	6,000 -5,430	-48%	-$250K	0.15%	101
2017 Q3	$514K	Sell	11,430 -122	-1%	-$5.55K	0.29%	87
2017 Q2	$518K	Sell	11,552 -1,849	-14%	-$81.7K	0.31%	88
2017 Q1	$569K	Buy	13,401 +1,306	+11%	+$54.5K	0.38%	82
2016 Q4	$501K	Buy	+12,095	New	+$503K	0.4%	83

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return