Wealth Advisors of Tampa Bay’s Coca-Cola KO Stock Holding History

Wealth Advisors of Tampa Bay’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 Q2	–	Sell	-553	Closed	-$39.6K	–	124
2025 Q1	$39.6K	Buy	+553	New	+$36.9K	0.02%	134

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Wealth Advisors of Tampa Bay's KO Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 553 shares — an estimated $39.6K sold.

Wealth Advisors of Tampa Bay first reported a position in KO in Q1 2025 and held it in 1 quarter. The position peaked at $39.6K in Q1 2025. 3,361 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 553 Coca-Cola shares in Q2 2025, an estimated $39.6K.
Wealth Advisors of Tampa Bay first reported a position in Coca-Cola in Q1 2025 and held it in 1 quarter.
Wealth Advisors of Tampa Bay's Coca-Cola position peaked at $39.6K in Q1 2025.
3,361 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.