Virginia Wealth Management Group’s Coca-Cola KO Stock Holding History

Virginia Wealth Management Group’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	-4,550	Closed	-$283K	–	53
2024 Q4	$283K	Hold	4,550	–	–	0.18%	52
2024 Q3	$327K	Hold	4,550	–	–	0.21%	52
2024 Q2	$290K	Hold	4,550	–	–	0.24%	51
2024 Q1	$278K	Hold	4,550	–	–	0.23%	52
2023 Q4	$268K	Sell	4,550 -1,900	-29%	-$108K	0.23%	54
2023 Q3	$361K	Hold	6,450	–	–	0.24%	61
2023 Q2	$388K	Sell	6,450 -200	-3%	-$12.4K	0.27%	60
2023 Q1	$413K	Hold	6,650	–	–	0.28%	58
2022 Q4	$423K	Buy	6,650 +500	+8%	+$30.2K	0.29%	62
2022 Q3	$345K	Buy	6,150 +1,600	+35%	+$99.4K	0.26%	64
2022 Q2	$286K	Sell	4,550 -200	-4%	-$12.7K	0.27%	56
2022 Q1	$300K	Hold	4,750	–	–	0.27%	55
2021 Q4	$281K	Buy	+4,750	New	+$265K	0.25%	58

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

Virginia Wealth Management Group's KO Position: Q1 2025 in Review

Virginia Wealth Management Group sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 4,550 shares — an estimated $283K sold.

Virginia Wealth Management Group first reported a position in KO in Q4 2021 and held it in 13 quarters. The position peaked at $423K in Q4 2022. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Virginia Wealth Management Group reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Virginia Wealth Management Group sold 4,550 Coca-Cola shares in Q1 2025, an estimated $283K.
Virginia Wealth Management Group first reported a position in Coca-Cola in Q4 2021 and held it in 13 quarters.
Virginia Wealth Management Group's Coca-Cola position peaked at $423K in Q4 2022.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Virginia Wealth Management Group's 13F filing for Q1 2025, filed 15 Apr 2025.