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Wela Strategies’s Coca-Cola KO Stock Holding History

Wela Strategies’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 		$321K Hold
4,841
– – 0.12% 45
2025
Q2 		$343K Buy
4,841
+150
+3% +$10.7K 0.14% 45
2025
Q1 		$336K Hold
4,691
– – 0.14% 45
2024
Q4 		$292K Buy
4,691
+147
+3% +$9.6K 0.13% 46
2024
Q3 		$327K Sell
4,544
-569
-11% -$39K 0.14% 45
2024
Q2 		$325K Buy
5,113
+672
+15% +$41.6K 0.15% 45
2024
Q1 		$272K Buy
4,441
+16
+0.4% +$961 0.13% 45
2023
Q4 		$261K Buy
4,425
+162
+4% +$9.2K 0.14% 45
2023
Q3 		$239K Buy
4,263
+17
+0.4% +$1.02K 0.14% 43
2023
Q2 		$256K Buy
4,246
+21
+0.5% +$1.31K 0.2% 38
2023
Q1 		$262K Sell
4,225
-279
-6% -$16.9K 0.14% 42
2022
Q4 		$286K Buy
4,504
+67
+2% +$4.04K 0.16% 40
2022
Q3 		$249K Buy
4,437
+94
+2% +$5.84K 0.17% 41
2022
Q2 		$273K Buy
4,343
+100
+2% +$6.34K 0.16% 35
2022
Q1 		$263K Sell
4,243
-382
-8% -$23.2K 0.14% 42
2021
Q4 		$274K Hold
4,625
– – 0.14% 38
2021
Q3 		$243K Hold
4,625
– – 0.13% 40
2021
Q2 		$250K Sell
4,625
-54
-1% -$2.94K 0.1% 40
2021
Q1 		$247K Buy
4,679
+54
+1% +$2.72K 0.13% 39
2020
Q4 		$254K Hold
4,625
– – 0.15% 35
2020
Q3 		$228K Sell
4,625
-19
-0.4% -$914 0.15% 36
2020
Q2 		$207K Hold
4,644
– – 0.13% 35
2020
Q1 		$205K Buy
4,644
+19
+0.4% +$1.03K 0.15% 33
2019
Q4 		$256K Hold
4,625
– – 0.15% 34
2019
Q3 		$252K Sell
4,625
-336
-7% -$18K 0.16% 33
2019
Q2 		$253K Hold
4,961
– – 0.16% 30
2019
Q1 		$232K Hold
4,961
– – 0.15% 31
2018
Q4 		$235K Sell
4,961
-1
-0% -$48 0.18% 32
2018
Q3 		$229K Buy
+4,962
New +$227K 0.16% 31

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

Wela Strategies's KO Position: Q3 2025 in Review

Wela Strategies held its Coca-Cola (KO) position steady in Q3 2025 at 4,841 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #45.

Wela Strategies first reported a position in KO in Q3 2018 and has held it in 29 quarters since. The position peaked at $343K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Wela Strategies held 4,841 shares of Coca-Cola worth $321K as of Q3 2025.
  • Wela Strategies left its Coca-Cola share count unchanged in Q3 2025.
  • Coca-Cola made up 0.12% of Wela Strategies's portfolio in Q3 2025, its #45 holding.
  • Wela Strategies first reported a position in Coca-Cola in Q3 2018 and has held it in 29 quarters since.
  • Wela Strategies's Coca-Cola position peaked at $343K in Q2 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.