PWM
KO icon

Parkworth Wealth Management’s Coca-Cola KO Stock Holding History

Parkworth 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
Q2 		$7.05K Buy
100
+11
+12% +$784 0.01% 156
2025
Q1 		$6.4K Hold
89
– – 0.01% 143
2024
Q4 		$5.56K Buy
+89
New +$5.81K ﹤0.01% 161

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Parkworth Wealth Management's KO Position: Q2 2025 in Review

Parkworth Wealth Management increased its Coca-Cola (KO) stake by 12% in Q2 2025, buying an estimated $784 and bringing the position to 100 shares worth $7.05K. The position accounts for 0.01% of the portfolio, ranked #156.

Parkworth Wealth Management first reported a position in KO in Q4 2024 and has held it in 3 quarters since. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Parkworth Wealth Management held 100 shares of Coca-Cola worth $7.05K as of Q2 2025.
  • Parkworth Wealth Management bought 11 Coca-Cola shares in Q2 2025, an estimated $784.
  • Coca-Cola made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #156 holding.
  • Parkworth Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 3 quarters since.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.