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SMART Wealth’s Coca-Cola KO Stock Holding History

SMART Wealth’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
Q3 		– Sell
-3,084
Closed -$218K – 167
2025
Q2 		$218K Buy
+3,084
New +$220K 0.07% 161
2025
Q1 		– Sell
-3,291
Closed -$205K – 164
2024
Q4 		$205K Buy
3,291
+22
+0.7% +$1.44K 0.07% 141
2024
Q3 		$235K Buy
3,269
+12
+0.4% +$822 0.09% 126
2024
Q2 		$207K Sell
3,257
-55
-2% -$3.4K 0.08% 116
2024
Q1 		$203K Buy
+3,312
New +$199K 0.09% 113

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SMART Wealth's KO Position: Q3 2025 in Review

SMART Wealth sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 3,084 shares — an estimated $218K sold.

SMART Wealth first reported a position in KO in Q1 2024 and held it in 5 quarters. The position peaked at $235K in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • SMART Wealth reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 3,084 Coca-Cola shares in Q3 2025, an estimated $218K.
  • SMART Wealth first reported a position in Coca-Cola in Q1 2024 and held it in 5 quarters.
  • SMART Wealth's Coca-Cola position peaked at $235K in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.