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Wambolt & Associates’s Coca-Cola KO Stock Holding History

Wambolt & Associates’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
-3,556
Closed -$221K – 177
2024
Q4 		$221K Sell
3,556
-1,231
-26% -$80.4K 0.07% 177
2024
Q3 		$343K Sell
4,787
-168
-3% -$11.5K 0.09% 151
2024
Q2 		$314K Sell
4,955
-626
-11% -$38.8K 0.09% 165
2024
Q1 		$339K Sell
5,581
-1,108
-17% -$66.6K 0.1% 174
2023
Q4 		$394K Sell
6,689
-604
-8% -$34.3K 0.13% 182
2023
Q3 		$405K Sell
7,293
-753
-9% -$45.2K 0.15% 176
2023
Q2 		$485K Buy
8,046
+249
+3% +$15.5K 0.17% 164
2023
Q1 		$487K Sell
7,797
-95
-1% -$5.75K 0.17% 163
2022
Q4 		$502K Sell
7,892
-530
-6% -$32K 0.19% 149
2022
Q3 		$472K Buy
8,422
+295
+4% +$18.3K 0.2% 147
2022
Q2 		$511K Sell
8,127
-115
-1% -$7.29K 0.21% 143
2022
Q1 		$518K Buy
8,242
+9
+0.1% +$547 0.19% 152
2021
Q4 		$487K Buy
8,233
+197
+2% +$11K 0.18% 154
2021
Q3 		$426K Sell
8,036
-953
-11% -$53.1K 0.17% 157
2021
Q2 		$485K Sell
8,989
-977
-10% -$53.2K 0.21% 150
2021
Q1 		$523K Sell
9,966
-3,307
-25% -$166K 0.27% 122
2020
Q4 		$728K Sell
13,273
-565
-4% -$29.2K 0.43% 82
2020
Q3 		$683K Sell
13,838
-2,509
-15% -$121K 0.51% 68
2020
Q2 		$730K Buy
16,347
+1,728
+12% +$79.6K 0.57% 60
2020
Q1 		$647K Buy
14,619
+1,811
+14% +$97.8K 0.67% 50
2019
Q4 		$709K Buy
12,808
+2,905
+29% +$156K 0.54% 61
2019
Q3 		$539K Buy
9,903
+221
+2% +$11.8K 0.45% 73
2019
Q2 		$493K Buy
9,682
+1,837
+23% +$90K 0.42% 77
2019
Q1 		$366K Buy
7,845
+1,482
+23% +$69.3K 0.33% 101
2018
Q4 		$301K Buy
+6,363
New +$305K 0.33% 102

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wambolt & Associates's KO Position: Q1 2025 in Review

Wambolt & Associates sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 3,556 shares — an estimated $221K sold.

Wambolt & Associates first reported a position in KO in Q4 2018 and held it in 25 quarters. The position peaked at $730K in Q2 2020. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Wambolt & Associates reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Wambolt & Associates sold 3,556 Coca-Cola shares in Q1 2025, an estimated $221K.
  • Wambolt & Associates first reported a position in Coca-Cola in Q4 2018 and held it in 25 quarters.
  • Wambolt & Associates's Coca-Cola position peaked at $730K in Q2 2020.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Wambolt & Associates's 13F filing for Q1 2025, filed 12 May 2025.