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

Maripau 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 Q1	–	Sell	-3,757	Closed	-$234K	–	143
2024 Q4	$234K	Buy	+3,757	New	+$245K	0.14%	123
2024 Q3	–	Sell	-5,111	Closed	-$328K	–	96
2024 Q2	$328K	Buy	5,111 +283	+6%	+$17.5K	0.22%	88
2024 Q1	$295K	Buy	+4,828	New	+$290K	0.22%	92

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Maripau Wealth Management's KO Position: Q1 2025 in Review

Maripau Wealth Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 3,757 shares — an estimated $234K sold.

Maripau Wealth Management first reported a position in KO in Q1 2024 and held it in 3 quarters. The position peaked at $328K in Q2 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Maripau Wealth Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Maripau Wealth Management sold 3,757 Coca-Cola shares in Q1 2025, an estimated $234K.
Maripau Wealth Management first reported a position in Coca-Cola in Q1 2024 and held it in 3 quarters.
Maripau Wealth Management's Coca-Cola position peaked at $328K in Q2 2024.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Maripau Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.