Safe Harbor Wealth Advisors’s Coca-Cola KO Stock Holding History

Safe Harbor 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	$364K	Buy	+4,609	New	+$321K	0.35%	56

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

Safe Harbor Wealth Advisors's KO Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Coca-Cola (KO) in Q4 2025: 4,609 shares worth $364K. The stake represents 0.35% of the portfolio and ranks #56 among its holdings.

3,476 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Safe Harbor Wealth Advisors held 4,609 shares of Coca-Cola worth $364K as of Q4 2025.
Coca-Cola was a new Safe Harbor Wealth Advisors position in Q4 2025.
Coca-Cola made up 0.35% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #56 holding.
3,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

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