Wiser Advisor Group’s Coca-Cola KO Stock Holding History

Wiser Advisor Group’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
2026 Q1	$1.19M	Sell	15,698 -9	-0.1%	-$680	1.44%	29
2025 Q4	$1.1M	Buy	15,707 +362	+2%	+$25.2K	1.26%	30
2025 Q3	$1.02M	Buy	15,345 +615	+4%	+$42.3K	1.27%	29
2025 Q2	$1.04M	Buy	14,730 +378	+3%	+$26.9K	1.81%	22
2025 Q1	$1.03M	Buy	14,352 +463	+3%	+$30.9K	1.52%	24
2024 Q4	$865K	Buy	13,889 +377	+3%	+$24.6K	1.26%	25
2024 Q3	$971K	Buy	13,512 +108	+0.8%	+$7.4K	1.45%	25
2024 Q2	$853K	Sell	13,404 -311	-2%	-$19.3K	1.34%	25
2024 Q1	$841K	Sell	13,715 -248	-2%	-$14.9K	1.32%	24
2023 Q4	$823K	Buy	+13,963	New	+$793K	1.37%	24

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return