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

Pursuit 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	$665K	Buy	+9,508	New	+$663K	0.57%	62

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pursuit Wealth Management's KO Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Coca-Cola (KO) in Q4 2025: 9,508 shares worth $665K. The stake represents 0.57% of the portfolio and ranks #62 among its holdings.

3,469 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Pursuit Wealth Management held 9,508 shares of Coca-Cola worth $665K as of Q4 2025.
Coca-Cola was a new Pursuit Wealth Management position in Q4 2025.
Coca-Cola made up 0.57% of Pursuit Wealth Management's portfolio in Q4 2025, its #62 holding.
3,469 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.