National Wealth Management Group’s Coca-Cola KO Stock Holding History

National Wealth Management Group’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	-3,638	Closed	-$261K	–	173
2025 Q1	$261K	Buy	+3,638	New	+$243K	0.17%	119
2024 Q1	–	Sell	-4,242	Closed	-$250K	–	146
2023 Q4	$250K	Sell	4,242 -63	-1%	-$3.58K	0.24%	116
2023 Q3	$241K	Hold	4,305	–	–	0.26%	110
2023 Q2	$262K	Buy	4,305 +32	+0.7%	+$1.99K	0.27%	102
2023 Q1	$274K	Sell	4,273 -29	-0.7%	-$1.76K	0.31%	104
2022 Q4	$274K	Buy	+4,302	New	+$260K	0.33%	98
2022 Q3	–	Sell	-3,699	Closed	-$233K	–	143
2022 Q2	$233K	Sell	3,699 -900	-20%	-$57.1K	0.29%	95
2022 Q1	$285K	Buy	+4,599	New	+$280K	0.28%	82

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

National Wealth Management Group's KO Position: Q2 2025 in Review

National Wealth Management Group sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,638 shares — an estimated $261K sold.

National Wealth Management Group first reported a position in KO in Q1 2022 and held it in 8 quarters. The position peaked at $285K in Q1 2022. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

National Wealth Management Group reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
National Wealth Management Group sold 3,638 Coca-Cola shares in Q2 2025, an estimated $261K.
National Wealth Management Group first reported a position in Coca-Cola in Q1 2022 and held it in 8 quarters.
National Wealth Management Group's Coca-Cola position peaked at $285K in Q1 2022.
3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.