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Northwest Financial Advisors’s Coca-Cola KO Stock Holding History

Northwest Financial 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
Q3 		– Sell
-3,056
Closed -$216K – 105
2025
Q2 		$216K Sell
3,056
-220
-7% -$15.7K 0.3% 86
2025
Q1 		$235K Sell
3,276
-251
-7% -$16.8K 0.19% 104
2024
Q4 		$220K Buy
3,527
+112
+3% +$7.31K 0.18% 105
2024
Q3 		$245K Buy
3,415
+5
+0.1% +$342 0.2% 84
2024
Q2 		$217K Buy
3,410
+4
+0.1% +$248 0.22% 82
2024
Q1 		$208K Sell
3,406
-129
-4% -$7.75K 0.23% 84
2023
Q4 		$208K Buy
+3,535
New +$201K 0.18% 86

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

Northwest Financial Advisors's KO Position: Q3 2025 in Review

Northwest Financial Advisors sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 3,056 shares — an estimated $216K sold.

Northwest Financial Advisors first reported a position in KO in Q4 2023 and held it in 7 quarters. The position peaked at $245K in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Northwest Financial Advisors reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 3,056 Coca-Cola shares in Q3 2025, an estimated $216K.
  • Northwest Financial Advisors first reported a position in Coca-Cola in Q4 2023 and held it in 7 quarters.
  • Northwest Financial Advisors's Coca-Cola position peaked at $245K in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Northwest Financial Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.