Spectrum Wealth Counsel’s Coca-Cola KO Stock Holding History

Spectrum Wealth Counsel’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 Q1	$373K	Sell	5,206 -409	-7%	-$27.3K	0.04%	101
2024 Q4	$350K	Hold	5,615	–	–	0.04%	103
2024 Q3	$403K	Sell	5,615 -308	-5%	-$21.1K	0.05%	102
2024 Q2	$377K	Hold	5,923	–	–	0.05%	98
2024 Q1	$362K	Buy	5,923 +409	+7%	+$24.6K	0.04%	114
2023 Q4	$325K	Buy	+5,514	New	+$313K	0.05%	113

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

Spectrum Wealth Counsel's KO Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Coca-Cola (KO) stake by 7.3% in Q1 2025, selling an estimated $27.3K and leaving 5,206 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #101.

Spectrum Wealth Counsel first reported a position in KO in Q4 2023 and has held it in 6 quarters since. The position peaked at $403K in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Spectrum Wealth Counsel held 5,206 shares of Coca-Cola worth $373K as of Q1 2025.
Spectrum Wealth Counsel sold 409 Coca-Cola shares in Q1 2025, an estimated $27.3K.
Coca-Cola made up 0.04% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #101 holding.
Spectrum Wealth Counsel first reported a position in Coca-Cola in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's Coca-Cola position peaked at $403K in Q3 2024.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.