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

Ruedi 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 		– Sell
-336
Closed -$24.1K – 203
2025
Q1 		$24.1K Hold
336
– – 0.01% 122
2024
Q4 		$20.9K Hold
336
– – 0.01% 127
2024
Q3 		$24.2K Sell
336
-42
-11% -$2.88K 0.01% 122
2024
Q2 		$24.1K Buy
378
+42
+13% +$2.6K 0.01% 121
2024
Q1 		$20.6K Buy
336
+120
+56% +$7.21K 0.01% 121
2023
Q4 		$12.7K Hold
216
– – 0.01% 133
2023
Q3 		$12.1K Hold
216
– – 0.01% 125
2023
Q2 		$13K Sell
216
-245
-53% -$15.2K 0.01% 126
2023
Q1 		$28.6K Sell
461
-130
-22% -$7.87K 0.02% 111
2022
Q4 		$37.6K Buy
+591
New +$35.7K 0.03% 85

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 $138M AUM 28.86% 1-Year Est. Return

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

Ruedi Wealth Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 336 shares — an estimated $24.1K sold.

Ruedi Wealth Management first reported a position in KO in Q4 2022 and held it in 10 quarters. The position peaked at $37.6K in Q4 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 336 Coca-Cola shares in Q2 2025, an estimated $24.1K.
  • Ruedi Wealth Management first reported a position in Coca-Cola in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Coca-Cola position peaked at $37.6K in Q4 2022.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.