Wingate Wealth Advisors’s Coca-Cola KO Stock Holding History

Wingate Wealth 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	-1,905	Closed	-$119K	–	269
2024 Q4	$119K	Buy	+1,905	New	+$124K	0.12%	128

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wingate Wealth Advisors's KO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 1,905 shares — an estimated $119K sold.

Wingate Wealth Advisors first reported a position in KO in Q4 2024 and held it in 1 quarter. The position peaked at $119K in Q4 2024. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Wingate Wealth Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,905 Coca-Cola shares in Q1 2025, an estimated $119K.
Wingate Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Coca-Cola position peaked at $119K in Q4 2024.
3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.