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WMG Financial Advisors’s Coca-Cola KO Stock Holding History

WMG Financial 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
Q4 		– Sell
-3,048
Closed -$202K – 164
2025
Q3 		$202K Sell
3,048
-158
-5% -$10.9K 0.07% 201
2025
Q2 		$227K Buy
3,206
+17
+0.5% +$1.21K 0.08% 166
2025
Q1 		$228K Buy
+3,189
New +$213K 0.1% 151
2024
Q4 		– Sell
-2,997
Closed -$215K – 180
2024
Q3 		$215K Buy
+2,997
New +$205K 0.1% 154
2023
Q3 		– Sell
-3,869
Closed -$233K – 115
2023
Q2 		$233K Buy
3,869
+355
+10% +$22.1K 0.17% 102
2023
Q1 		$251K Sell
3,514
-1,427
-29% -$86.4K 0.21% 89
2022
Q4 		$314K Sell
4,941
-145
-3% -$8.75K 0.27% 79
2022
Q3 		$286K Sell
5,086
-26
-0.5% -$1.62K 0.26% 83
2022
Q2 		$321K Buy
5,112
+152
+3% +$9.63K 0.28% 81
2022
Q1 		$306K Buy
4,960
+670
+16% +$40.7K 0.22% 112
2021
Q4 		$254K Buy
+4,290
New +$239K 0.2% 133

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
Charles Schwab
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WMG Financial Advisors's KO Position: Q4 2025 in Review

WMG Financial Advisors sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 3,048 shares — an estimated $202K sold.

WMG Financial Advisors first reported a position in KO in Q4 2021 and held it in 11 quarters. The position peaked at $321K in Q2 2022. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • WMG Financial Advisors reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 3,048 Coca-Cola shares in Q4 2025, an estimated $202K.
  • WMG Financial Advisors first reported a position in Coca-Cola in Q4 2021 and held it in 11 quarters.
  • WMG Financial Advisors's Coca-Cola position peaked at $321K in Q2 2022.
  • 3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.