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Monterey Private Wealth’s Coca-Cola KO Stock Holding History

Monterey Private 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 		$218K Sell
3,043
-939
-24% -$62.7K 0.06% 121
2024
Q4 		$248K Buy
3,982
+629
+19% +$41.1K 0.08% 110
2024
Q3 		$241K Buy
3,353
+6
+0.2% +$411 0.08% 111
2024
Q2 		$213K Buy
+3,347
New +$207K 0.08% 112

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

Monterey Private Wealth's KO Position: Q1 2025 in Review

Monterey Private Wealth reduced its Coca-Cola (KO) stake by 24% in Q1 2025, selling an estimated $62.7K and leaving 3,043 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #121.

Monterey Private Wealth first reported a position in KO in Q2 2024 and has held it in 4 quarters since. The position peaked at $248K in Q4 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Monterey Private Wealth held 3,043 shares of Coca-Cola worth $218K as of Q1 2025.
  • Monterey Private Wealth sold 939 Coca-Cola shares in Q1 2025, an estimated $62.7K.
  • Coca-Cola made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #121 holding.
  • Monterey Private Wealth first reported a position in Coca-Cola in Q2 2024 and has held it in 4 quarters since.
  • Monterey Private Wealth's Coca-Cola position peaked at $248K in Q4 2024.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.