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

Redmont 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 Q4	$32K	Hold	458	–	–	0.05%	111
2025 Q3	$30.4K	Hold	458	–	–	0.04%	121
2025 Q2	$32.4K	Buy	+458	New	+$32.6K	0.05%	119
2024 Q4	–	Sell	-458	Closed	-$32.9K	–	188
2024 Q3	$32.9K	Hold	458	–	–	0.05%	109
2024 Q2	$29.2K	Hold	458	–	–	0.05%	111
2024 Q1	$28K	Buy	+458	New	+$27.5K	0.04%	125
2023 Q1	–	Sell	-4,126	Closed	-$262K	–	95
2022 Q4	$262K	Hold	4,126	–	–	0.31%	84
2022 Q3	$231K	Buy	4,126 +4	+0.1%	+$249	0.3%	83
2022 Q2	$259K	Sell	4,122 -29	-0.7%	-$1.84K	0.31%	78
2022 Q1	$257K	Buy	4,151 +29	+0.7%	+$1.76K	0.27%	82
2021 Q4	$244K	Buy	+4,122	New	+$230K	0.26%	88

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Redmont Wealth Advisors's KO Position: Q4 2025 in Review

Redmont Wealth Advisors held its Coca-Cola (KO) position steady in Q4 2025 at 458 shares worth $32K. The position accounts for 0.05% of the portfolio, ranked #111.

Redmont Wealth Advisors first reported a position in KO in Q4 2021 and has held it in 11 quarters since. The position peaked at $262K in Q4 2022. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Redmont Wealth Advisors held 458 shares of Coca-Cola worth $32K as of Q4 2025.
Redmont Wealth Advisors left its Coca-Cola share count unchanged in Q4 2025.
Coca-Cola made up 0.05% of Redmont Wealth Advisors's portfolio in Q4 2025, its #111 holding.
Redmont Wealth Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 11 quarters since.
Redmont Wealth Advisors's Coca-Cola position peaked at $262K in Q4 2022.
3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.