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O'Brien Wealth Partners’s Coca-Cola KO Stock Holding History

O'Brien Wealth Partners’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
Q4 		$109K Sell
1,553
-178
-10% -$12.4K 0.01% 88
2025
Q3 		$115K Sell
1,731
-3
-0.2% -$206 0.02% 72
2025
Q2 		$123K Buy
1,734
+12
+0.7% +$855 0.02% 57
2025
Q1 		$123K Buy
1,722
+20
+1% +$1.34K 0.02% 53
2024
Q4 		$106K Sell
1,702
-61
-3% -$3.98K 0.02% 53
2024
Q3 		$127K Sell
1,763
-44
-2% -$3.01K 0.02% 51
2024
Q2 		$115K Sell
1,807
-190
-10% -$11.8K 0.03% 49
2024
Q1 		$122K Sell
1,997
-1,005
-33% -$60.4K 0.03% 51
2023
Q4 		$177K Buy
3,002
+89
+3% +$5.05K 0.05% 45
2023
Q3 		$163K Buy
2,913
+1
+0% +$60 0.05% 45
2023
Q2 		$175K Buy
2,912
+1
+0% +$62 0.05% 43
2023
Q1 		$181K Sell
2,911
-1,660
-36% -$101K 0.06% 45
2022
Q4 		$291K Buy
+4,571
New +$276K 0.12% 32
2022
Q3 		– Sell
-2,747
Closed -$173K – 62
2022
Q2 		$173K Buy
2,747
+17
+0.6% +$1.08K 0.07% 52
2022
Q1 		$176K Sell
2,730
-165
-6% -$10K 0.07% 45
2021
Q4 		$179K Buy
+2,895
New +$161K 0.06% 42
2021
Q1 		– Sell
-4,629
Closed -$236K – 44
2020
Q4 		$236K Buy
4,629
+81
+2% +$4.19K 0.09% 31
2020
Q3 		$229K Buy
+4,548
New +$219K 0.09% 31
2020
Q1 		– Sell
-4,042
Closed -$221K – 40
2019
Q4 		$221K Sell
4,042
-1,290
-24% -$69.4K 0.16% 40
2019
Q3 		$290K Buy
+5,332
New +$286K 0.23% 29
2018
Q4 		– Sell
-3,410
Closed -$158K – 142
2018
Q3 		$158K Buy
3,410
+3,260
+2,173% +$149K 0.1% 39
2018
Q2 		$7K Sell
150
-1,150
-88% -$49.7K 0.01% 66
2018
Q1 		$56K Buy
+1,300
New +$58.4K 0.04% 61

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

O'Brien Wealth Partners's KO Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Coca-Cola (KO) stake by 10% in Q4 2025, selling an estimated $12.4K and leaving 1,553 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #88.

O'Brien Wealth Partners first reported a position in KO in Q1 2018 and has held it in 23 quarters since. The position peaked at $291K in Q4 2022. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • O'Brien Wealth Partners held 1,553 shares of Coca-Cola worth $109K as of Q4 2025.
  • O'Brien Wealth Partners sold 178 Coca-Cola shares in Q4 2025, an estimated $12.4K.
  • Coca-Cola made up 0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #88 holding.
  • O'Brien Wealth Partners first reported a position in Coca-Cola in Q1 2018 and has held it in 23 quarters since.
  • O'Brien Wealth Partners's Coca-Cola position peaked at $291K in Q4 2022.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.