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Phoenix Wealth Advisors’s Coca-Cola KO Stock Holding History

Phoenix 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
-2,894
Closed -$208K – 123
2024
Q3 		$208K Buy
+2,894
New +$198K 0.1% 119
2021
Q4 		– Sell
-2,191
Closed -$115K – 250
2021
Q3 		$115K Sell
2,191
-87
-4% -$4.85K 0.09% 147
2021
Q2 		$123K Buy
2,278
+58
+3% +$3.16K 0.09% 146
2021
Q1 		$117K Buy
2,220
+79
+4% +$3.98K 0.09% 144
2020
Q4 		$117K Buy
+2,141
New +$111K 0.09% 139

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Phoenix Wealth Advisors's KO Position: Q4 2024 in Review

Phoenix Wealth Advisors sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 2,894 shares — an estimated $208K sold.

Phoenix Wealth Advisors first reported a position in KO in Q4 2020 and held it in 5 quarters. The position peaked at $208K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Phoenix Wealth Advisors reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,894 Coca-Cola shares in Q4 2024, an estimated $208K.
  • Phoenix Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and held it in 5 quarters.
  • Phoenix Wealth Advisors's Coca-Cola position peaked at $208K in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.