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Pacific Capital Wealth Advisors’s Coca-Cola KO Stock Holding History

Pacific Capital 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
Q1 		– Sell
-546
Closed -$34K – 237
2024
Q4 		$34K Hold
546
– – 0.01% 182
2024
Q3 		$39.2K Sell
546
-493
-47% -$33.8K 0.01% 179
2024
Q2 		$66.1K Buy
1,039
+474
+84% +$29.3K 0.01% 133
2024
Q1 		$34.6K Buy
565
+19
+3% +$1.14K 0.01% 163
2023
Q4 		$32.2K Buy
+546
New +$31K 0.01% 165
2020
Q4 		– Sell
-406
Closed -$20K – 131
2020
Q3 		$20K Buy
+406
New +$19.5K 0.01% 146

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's KO Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 546 shares — an estimated $34K sold.

Pacific Capital Wealth Advisors first reported a position in KO in Q3 2020 and held it in 6 quarters. The position peaked at $66.1K in Q2 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 546 Coca-Cola shares in Q1 2025, an estimated $34K.
  • Pacific Capital Wealth Advisors first reported a position in Coca-Cola in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Coca-Cola position peaked at $66.1K in Q2 2024.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.