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

MinichMacGregor 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
Q2 		– Sell
-3,250
Closed -$233K – 135
2025
Q1 		$233K Sell
3,250
-670
-17% -$44.7K 0.05% 115
2024
Q4 		$244K Buy
+3,920
New +$256K 0.05% 107
2023
Q1 		– Sell
-2,389
Closed -$152K – 380
2022
Q4 		$152K Buy
+2,389
New +$144K 0.05% 97
2020
Q1 		– Sell
-3,986
Closed -$220K – 100
2019
Q4 		$220K Buy
3,986
+5
+0.1% +$269 0.12% 50
2019
Q3 		$216K Buy
+3,981
New +$213K 0.15% 47
2018
Q4 		– Sell
-3,972
Closed -$183K – 313
2018
Q3 		$183K Sell
3,972
-798
-17% -$36.5K 0.12% 44
2018
Q2 		$208K Buy
4,770
+20
+0.4% +$864 0.15% 41
2018
Q1 		$206K Hold
4,750
– – 0.16% 38
2017
Q4 		$217K Buy
4,750
+4
+0.1% +$184 0.17% 36
2017
Q3 		$213K Buy
4,746
+226
+5% +$10.3K 0.18% 36
2017
Q2 		$202K Buy
4,520
+16
+0.4% +$707 0.18% 37
2017
Q1 		$191K Sell
4,504
-350
-7% -$14.6K 0.17% 36
2016
Q4 		$201K Buy
4,854
+5
+0.1% +$208 0.19% 37
2016
Q3 		$205K Buy
4,849
+352
+8% +$15.4K 0.19% 37
2016
Q2 		$203K Sell
4,497
-897
-17% -$40.5K 0.19% 36
2016
Q1 		$250K Buy
5,394
+304
+6% +$13.2K 0.24% 32
2015
Q4 		$208K Buy
+5,090
New +$216K 0.19% 36

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

MinichMacGregor Wealth Management's KO Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,250 shares — an estimated $233K sold.

MinichMacGregor Wealth Management first reported a position in KO in Q4 2015 and held it in 17 quarters. The position peaked at $250K in Q1 2016. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • MinichMacGregor Wealth Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,250 Coca-Cola shares in Q2 2025, an estimated $233K.
  • MinichMacGregor Wealth Management first reported a position in Coca-Cola in Q4 2015 and held it in 17 quarters.
  • MinichMacGregor Wealth Management's Coca-Cola position peaked at $250K in Q1 2016.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.