Oak Hill Wealth Advisors’s Coca-Cola KO Stock Holding History

Oak Hill 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 Q3	$1.07M	Hold	16,127	–	–	0.2%	65
2025 Q2	$1.13M	Sell	16,127 -1	-0%	-$71	0.23%	54
2025 Q1	$1.16M	Buy	16,128 +1,200	+8%	+$80.1K	0.27%	51
2024 Q4	$929K	Buy	+14,928	New	+$974K	0.22%	51
2024 Q3	–	Sell	-14,747	Closed	-$1.01M	–	173
2024 Q2	$939K	Buy	+14,747	New	+$913K	0.28%	40
2024 Q1	–	Sell	-15,747	Closed	-$946K	–	159
2023 Q4	$928K	Sell	15,747 -1,050	-6%	-$59.6K	0.32%	40
2023 Q3	$940K	Hold	16,797	–	–	0.36%	36
2023 Q2	$1.01M	Sell	16,797 -245	-1%	-$15.2K	0.37%	38
2023 Q1	$1.06M	Sell	17,042 -259	-1%	-$15.7K	0.42%	32
2022 Q4	$1.1M	Buy	+17,301	New	+$1.04M	0.45%	34

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

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

Oak Hill Wealth Advisors's KO Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Coca-Cola (KO) position steady in Q3 2025 at 16,127 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #65.

Oak Hill Wealth Advisors first reported a position in KO in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Oak Hill Wealth Advisors held 16,127 shares of Coca-Cola worth $1.07M as of Q3 2025.
Oak Hill Wealth Advisors left its Coca-Cola share count unchanged in Q3 2025.
Coca-Cola made up 0.2% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #65 holding.
Oak Hill Wealth Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Coca-Cola position peaked at $1.16M in Q1 2025.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.