Three Bridge Wealth Advisors’s Coca-Cola KO Stock Holding History

Three Bridge 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 Q1	–	Sell	-3,539	Closed	-$220K	–	90
2024 Q4	$220K	Sell	3,539 -89	-2%	-$5.81K	0.08%	89
2024 Q3	$263K	Sell	3,628 -227	-6%	-$15.5K	0.1%	76
2024 Q2	$247K	Hold	3,855	–	–	0.1%	78
2024 Q1	$238K	Sell	3,855 -78	-2%	-$4.68K	0.09%	83
2023 Q4	$232K	Sell	3,933 -311	-7%	-$17.7K	0.08%	85
2023 Q3	$240K	Sell	4,244 -333	-7%	-$20K	0.1%	77
2023 Q2	$278K	Hold	4,577	–	–	0.12%	76
2023 Q1	$285K	Buy	+4,577	New	+$277K	0.13%	73
2022 Q4	–	Sell	-3,907	Closed	-$221K	–	86
2022 Q3	$221K	Sell	3,907 -90	-2%	-$5.59K	0.11%	79
2022 Q2	$253K	Hold	3,997	–	–	0.12%	77
2022 Q1	$250K	Buy	+3,997	New	+$243K	0.07%	81

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

Three Bridge Wealth Advisors's KO Position: Q1 2025 in Review

Three Bridge Wealth Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 3,539 shares — an estimated $220K sold.

Three Bridge Wealth Advisors first reported a position in KO in Q1 2022 and held it in 11 quarters. The position peaked at $285K in Q1 2023. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Three Bridge Wealth Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Three Bridge Wealth Advisors sold 3,539 Coca-Cola shares in Q1 2025, an estimated $220K.
Three Bridge Wealth Advisors first reported a position in Coca-Cola in Q1 2022 and held it in 11 quarters.
Three Bridge Wealth Advisors's Coca-Cola position peaked at $285K in Q1 2023.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.