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WESPAC Advisors’s Coca-Cola KO Stock Holding History

WESPAC 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
Q1 		– Sell
-16,936
Closed -$1.05M – 181
2024
Q4 		$1.05M Sell
16,936
-2,699
-14% -$176K 0.78% 34
2024
Q3 		$1.41M Buy
19,635
+58
+0.3% +$3.97K 1.04% 25
2024
Q2 		$1.25M Sell
19,577
-9,571
-33% -$592K 0.98% 30
2024
Q1 		$1.78M Sell
29,148
-1,974
-6% -$119K 1.04% 22
2023
Q4 		$1.83M Sell
31,122
-1,557
-5% -$88.4K 1.27% 17
2023
Q3 		$1.83M Buy
32,679
+255
+0.8% +$15.3K 1.37% 18
2023
Q2 		$1.95M Sell
32,424
-694
-2% -$43.2K 1.56% 17
2023
Q1 		$2.05M Buy
+33,118
New +$2.01M 1.93% 12
2022
Q4 		– Sell
-28,437
Closed -$1.59M – 79
2022
Q3 		$1.59M Sell
28,437
-11,653
-29% -$724K 2.14% 10
2022
Q2 		$2.52M Buy
40,090
+14,375
+56% +$911K 1.92% 13
2022
Q1 		$1.59M Buy
+25,715
New +$1.56M 1.73% 15
2017
Q3 		– Sell
-5,102
Closed -$229K – 148
2017
Q2 		$229K Buy
+5,102
New +$225K 0.16% 121
2016
Q3 		– Sell
-4,795
Closed -$217K – 116
2016
Q2 		$217K Buy
+4,795
New +$217K 0.22% 98
2014
Q4 		– Sell
-5,458
Closed -$233K – 143
2014
Q3 		$233K Buy
+5,458
New +$226K 0.19% 113
2014
Q2 		– Sell
-5,239
Closed -$203K – 125
2014
Q1 		$203K Hold
5,239
– – 0.18% 125
2013
Q4 		$216K Buy
+5,239
New +$207K 0.18% 125

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

WESPAC Advisors's KO Position: Q1 2025 in Review

WESPAC Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 16,936 shares — an estimated $1.05M sold.

WESPAC Advisors first reported a position in KO in Q4 2013 and held it in 16 quarters. The position peaked at $2.52M in Q2 2022. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • WESPAC Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 16,936 Coca-Cola shares in Q1 2025, an estimated $1.05M.
  • WESPAC Advisors first reported a position in Coca-Cola in Q4 2013 and held it in 16 quarters.
  • WESPAC Advisors's Coca-Cola position peaked at $2.52M in Q2 2022.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.