MSWA
KO icon

Marshall & Sterling Wealth Advisors’s Coca-Cola KO Stock Holding History

Marshall & Sterling 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 		– Sell
-199
Closed -$13.2K – 500
2025
Q3 		$13.2K Buy
199
+3
+2% +$206 0.01% 307
2025
Q2 		$13.9K Buy
196
+3
+2% +$214 0.01% 289
2025
Q1 		$13.8K Buy
+193
New +$12.9K 0.01% 281

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marshall & Sterling Wealth Advisors's KO Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 199 shares — an estimated $13.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in KO in Q1 2025 and held it in 3 quarters. The position peaked at $13.9K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 199 Coca-Cola shares in Q4 2025, an estimated $13.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in Coca-Cola in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Coca-Cola position peaked at $13.9K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.