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Oregon Pacific Wealth Management’s Coca-Cola KO Stock Holding History

Oregon Pacific Wealth Management’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 		– Sell
-11,689
Closed -$775K – 134
2025
Q3 		$775K Buy
11,689
+627
+6% +$43.2K 0.67% 36
2025
Q2 		$783K Buy
11,062
+1,209
+12% +$86.1K 0.74% 34
2025
Q1 		$706K Sell
9,853
-16
-0.2% -$1.07K 0.71% 42
2024
Q4 		$614K Buy
+9,869
New +$644K 0.6% 48

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

Oregon Pacific Wealth Management's KO Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 11,689 shares — an estimated $775K sold.

Oregon Pacific Wealth Management first reported a position in KO in Q4 2024 and held it in 4 quarters. The position peaked at $783K in Q2 2025. 3,476 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 11,689 Coca-Cola shares in Q4 2025, an estimated $775K.
  • Oregon Pacific Wealth Management first reported a position in Coca-Cola in Q4 2024 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's Coca-Cola position peaked at $783K in Q2 2025.
  • 3,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.