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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
2024
Q4 		– Sell
-14,747
Closed -$1.06M – 194
2024
Q3 		$1.06M Buy
+14,747
New +$1.01M 0.26% 45
2024
Q2 		– Sell
-13,469
Closed -$824K – 168
2024
Q1 		$824K Buy
+13,469
New +$809K 0.26% 42

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

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.