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Moser Wealth Advisors’s Coca-Cola KO Stock Holding History

Moser 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
Q2 		$35.4K Hold
500
– – 0.02% 112
2025
Q1 		$35.8K Buy
500
+409
+449% +$27.3K 0.02% 110
2024
Q4 		$5.67K Hold
91
– – ﹤0.01% 128
2024
Q3 		$6.54K Hold
91
– – ﹤0.01% 127
2024
Q2 		$5.79K Hold
91
– – ﹤0.01% 131
2024
Q1 		$5.57K Buy
+91
New +$5.47K ﹤0.01% 128
2022
Q1 		– Sell
-33
Closed -$2K – 140
2021
Q4 		$2K Hold
33
– – ﹤0.01% 136
2021
Q3 		$2K Hold
33
– – ﹤0.01% 137
2021
Q2 		$2K Hold
33
– – ﹤0.01% 133
2021
Q1 		$2K Buy
+33
New +$1.66K ﹤0.01% 145

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 $138M AUM 28.86% 1-Year Est. Return

Moser Wealth Advisors's KO Position: Q2 2025 in Review

Moser Wealth Advisors held its Coca-Cola (KO) position steady in Q2 2025 at 500 shares worth $35.4K. The position accounts for 0.02% of the portfolio, ranked #112.

Moser Wealth Advisors first reported a position in KO in Q1 2021 and has held it in 10 quarters since. The position peaked at $35.8K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Moser Wealth Advisors held 500 shares of Coca-Cola worth $35.4K as of Q2 2025.
  • Moser Wealth Advisors left its Coca-Cola share count unchanged in Q2 2025.
  • Coca-Cola made up 0.02% of Moser Wealth Advisors's portfolio in Q2 2025, its #112 holding.
  • Moser Wealth Advisors first reported a position in Coca-Cola in Q1 2021 and has held it in 10 quarters since.
  • Moser Wealth Advisors's Coca-Cola position peaked at $35.8K in Q1 2025.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.