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WealthTrak Capital Management’s Coca-Cola KO Stock Holding History

WealthTrak Capital Management’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
-285
Closed -$20.2K – 516
2025
Q2 		$20.2K Buy
285
+45
+19% +$3.21K 0.02% 142
2025
Q1 		$17.2K Buy
240
+160
+200% +$10.7K 0.01% 144
2024
Q4 		$4.98K Buy
+80
New +$5.22K ﹤0.01% 213

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

WealthTrak Capital Management's KO Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 285 shares — an estimated $20.2K sold.

WealthTrak Capital Management first reported a position in KO in Q4 2024 and held it in 3 quarters. The position peaked at $20.2K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 285 Coca-Cola shares in Q3 2025, an estimated $20.2K.
  • WealthTrak Capital Management first reported a position in Coca-Cola in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Coca-Cola position peaked at $20.2K in Q2 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.