WFA Asset Management’s Coca-Cola KO Stock Holding History

WFA Asset 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	$35.8K	Buy	498 +2	+0.4%	+$138	0.02%	119
2025 Q2	$31.6K	Buy	496 +2	+0.4%	+$142	0.02%	120
2025 Q1	$30.2K	Sell	494 -8	-2%	-$534	0.02%	134
2024 Q4	$31.3K	Buy	502 +4	+0.8%	+$261	0.02%	142
2024 Q3	$35.8K	Buy	498 +2	+0.4%	+$137	0.02%	120
2024 Q2	$31.6K	Buy	496 +2	+0.4%	+$124	0.02%	121
2024 Q1	$30.2K	Hold	494	–	–	0.02%	135
2023 Q4	$29.1K	Buy	494 +5	+1%	+$284	0.02%	124
2023 Q3	$27.4K	Buy	489 +4	+0.8%	+$240	0.02%	124
2023 Q2	$29.2K	Buy	485 +4	+0.8%	+$249	0.02%	122
2023 Q1	$29.9K	Hold	481	–	–	0.02%	124
2022 Q4	$30.6K	Buy	481 +7	+1%	+$423	0.02%	110
2022 Q3	$26.6K	Buy	474 +3	+0.6%	+$186	0.02%	111
2022 Q2	$29.6K	Buy	471 +3	+0.6%	+$190	0.02%	109
2022 Q1	$29K	Hold	468	–	–	0.02%	114
2021 Q4	$27.7K	Buy	+468	New	+$26.1K	0.02%	113

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFA Asset Management's KO Position: Q3 2025 in Review

WFA Asset Management increased its Coca-Cola (KO) stake by 0.4% in Q3 2025, buying an estimated $138 and bringing the position to 498 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #119.

WFA Asset Management first reported a position in KO in Q4 2021 and has held it in 16 quarters since. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

WFA Asset Management held 498 shares of Coca-Cola worth $35.8K as of Q3 2025.
WFA Asset Management bought 2 Coca-Cola shares in Q3 2025, an estimated $138.
Coca-Cola made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #119 holding.
WFA Asset Management first reported a position in Coca-Cola in Q4 2021 and has held it in 16 quarters since.
3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.