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Wealthstream Advisors’s Coca-Cola KO Stock Holding History

Wealthstream 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
Q3 		$344K Sell
5,185
-379
-7% -$26.1K 0.05% 113
2025
Q2 		$394K Buy
5,564
+1,356
+32% +$96.6K 0.07% 98
2025
Q1 		$301K Buy
4,208
+169
+4% +$11.3K 0.06% 113
2024
Q4 		$251K Buy
4,039
+108
+3% +$7.05K 0.05% 127
2024
Q3 		$282K Buy
3,931
+115
+3% +$7.88K 0.05% 113
2024
Q2 		$243K Sell
3,816
-240
-6% -$14.9K 0.09% 115
2024
Q1 		$248K Buy
4,056
+234
+6% +$14.1K 0.09% 112
2023
Q4 		$225K Sell
3,822
-1,091
-22% -$62K 0.09% 127
2023
Q3 		$275K Sell
4,913
-67
-1% -$4.02K 0.14% 81
2023
Q2 		$300K Buy
+4,980
New +$310K 0.16% 71

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

Wealthstream Advisors's KO Position: Q3 2025 in Review

Wealthstream Advisors reduced its Coca-Cola (KO) stake by 6.8% in Q3 2025, selling an estimated $26.1K and leaving 5,185 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #113.

Wealthstream Advisors first reported a position in KO in Q2 2023 and has held it in 10 quarters since. The position peaked at $394K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Wealthstream Advisors held 5,185 shares of Coca-Cola worth $344K as of Q3 2025.
  • Wealthstream Advisors sold 379 Coca-Cola shares in Q3 2025, an estimated $26.1K.
  • Coca-Cola made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #113 holding.
  • Wealthstream Advisors first reported a position in Coca-Cola in Q2 2023 and has held it in 10 quarters since.
  • Wealthstream Advisors's Coca-Cola position peaked at $394K in Q2 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.