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

MorganRosel 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
Q3 		– Sell
-344
Closed -$24.3K – 240
2025
Q2 		$24.3K Hold
344
– – 0.01% 222
2025
Q1 		$24.6K Buy
+344
New +$23K 0.01% 208

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MorganRosel Wealth Management's KO Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 344 shares — an estimated $24.3K sold.

MorganRosel Wealth Management first reported a position in KO in Q1 2025 and held it in 2 quarters. The position peaked at $24.6K in Q1 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 344 Coca-Cola shares in Q3 2025, an estimated $24.3K.
  • MorganRosel Wealth Management first reported a position in Coca-Cola in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Coca-Cola position peaked at $24.6K in Q1 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.