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Transatlantique Private Wealth’s Coca-Cola KO Stock Holding History

Transatlantique Private 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
-3,293
Closed -$233K – 222
2025
Q2 		$233K Hold
3,293
– – 0.09% 202
2025
Q1 		$236K Sell
3,293
-902
-22% -$60.2K 0.09% 197
2024
Q4 		$261K Sell
4,195
-2,264
-35% -$148K 0.1% 186
2024
Q3 		$464K Sell
6,459
-618
-9% -$42.3K 0.18% 157
2024
Q2 		$448K Sell
7,077
-625
-8% -$38.7K 0.18% 145
2024
Q1 		$471K Hold
7,702
– – 0.21% 155
2023
Q4 		$454K Sell
7,702
-895
-10% -$50.8K 0.21% 152
2023
Q3 		$481K Hold
8,597
– – 0.26% 129
2023
Q2 		$518K Sell
8,597
-102
-1% -$6.35K 0.27% 124
2023
Q1 		$540K Buy
8,699
+340
+4% +$20.6K 0.3% 109
2022
Q4 		$533K Buy
8,359
+597
+8% +$36K 0.32% 96
2022
Q3 		$435K Buy
7,762
+1,531
+25% +$95.2K 0.29% 115
2022
Q2 		$392K Buy
+6,231
New +$395K 0.27% 132

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

Transatlantique Private Wealth's KO Position: Q3 2025 in Review

Transatlantique Private Wealth sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 3,293 shares — an estimated $233K sold.

Transatlantique Private Wealth first reported a position in KO in Q2 2022 and held it in 13 quarters. The position peaked at $540K in Q1 2023. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Transatlantique Private Wealth reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Transatlantique Private Wealth sold 3,293 Coca-Cola shares in Q3 2025, an estimated $233K.
  • Transatlantique Private Wealth first reported a position in Coca-Cola in Q2 2022 and held it in 13 quarters.
  • Transatlantique Private Wealth's Coca-Cola position peaked at $540K in Q1 2023.
  • 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Transatlantique Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.