WMS Partners’s Coca-Cola KO Stock Holding History

WMS Partners’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	-41,472	Closed	-$2.58M	–	154
2024 Q4	$2.58M	Sell	41,472 -1,870	-4%	-$122K	0.14%	61
2024 Q3	$3.11M	Buy	43,342 +11,114	+34%	+$761K	0.17%	55
2024 Q2	$2.05M	Sell	32,228 -153	-0.5%	-$9.47K	0.13%	63
2024 Q1	$1.98M	Buy	32,381 +475	+1%	+$28.5K	0.14%	66
2023 Q4	$1.88M	Sell	31,906 -5,216	-14%	-$296K	0.14%	64
2023 Q3	$2.08M	Sell	37,122 -3,733	-9%	-$224K	0.16%	58
2023 Q2	$2.46M	Sell	40,855 -184	-0.4%	-$11.4K	0.19%	54
2023 Q1	$2.55M	Sell	41,039 -583	-1%	-$35.3K	0.22%	52
2022 Q4	$2.65M	Sell	41,622 -455	-1%	-$27.5K	0.26%	52
2022 Q3	$2.36M	Sell	42,077 -348	-0.8%	-$21.6K	0.32%	47
2022 Q2	$2.67M	Sell	42,425 -1,456	-3%	-$92.3K	0.42%	42
2022 Q1	$2.72M	Buy	43,881 +48	+0.1%	+$2.92K	0.37%	41
2021 Q4	$2.6M	Sell	43,833 -814	-2%	-$45.3K	0.55%	39
2021 Q3	$2.34M	Sell	44,647 -2,576	-5%	-$144K	0.34%	44
2021 Q2	$2.56M	Sell	47,223 -240	-0.5%	-$13.1K	0.38%	38
2021 Q1	$2.5M	Sell	47,463 -1,247	-3%	-$62.8K	0.57%	36
2020 Q4	$2.67M	Sell	48,710 -1,736	-3%	-$89.8K	0.46%	35
2020 Q3	$2.49M	Sell	50,446 -83	-0.2%	-$3.99K	0.48%	33
2020 Q2	$2.26M	Buy	50,529 +2,082	+4%	+$95.9K	0.47%	38
2020 Q1	$2.14M	Buy	48,447 +622	+1%	+$33.6K	0.6%	32
2019 Q4	$2.65M	Sell	47,825 -87	-0.2%	-$4.68K	0.59%	36
2019 Q3	$2.61M	Buy	47,912 +2,086	+5%	+$112K	0.63%	34
2019 Q2	$2.33M	Buy	45,826 +6,040	+15%	+$296K	0.57%	37
2019 Q1	$1.86M	Buy	39,786 +1,100	+3%	+$51.4K	0.46%	42
2018 Q4	$1.83M	Sell	38,686 -643	-2%	-$30.8K	0.51%	39
2018 Q3	$1.82M	Buy	39,329 +450	+1%	+$20.6K	0.2%	64
2018 Q2	$1.71M	Buy	38,879 +1,703	+5%	+$73.6K	0.2%	66
2018 Q1	$1.61M	Buy	37,176 +148	+0.4%	+$6.65K	0.19%	69
2017 Q4	$1.7M	Sell	37,028 -515	-1%	-$23.7K	0.19%	69
2017 Q3	$1.69M	Buy	37,543 +779	+2%	+$35.4K	0.2%	67
2017 Q2	$1.65M	Buy	36,764 +9,145	+33%	+$404K	0.2%	66
2017 Q1	$1.17M	Sell	27,619 -408	-1%	-$17K	0.15%	71
2016 Q4	$1.16M	Sell	28,027 -126	-0.4%	-$5.24K	0.15%	71
2016 Q3	$1.19M	Sell	28,153 -780	-3%	-$34.2K	0.16%	71
2016 Q2	$1.31M	Sell	28,933 -2,027	-7%	-$91.6K	0.18%	70
2016 Q1	$1.44M	Buy	30,960 +1,162	+4%	+$50.6K	0.2%	72
2015 Q4	$1.28M	Buy	29,798 +858	+3%	+$36.4K	0.18%	72
2015 Q3	$1.16M	Sell	28,940 -8,131	-22%	-$326K	0.18%	71
2015 Q2	$1.45M	Sell	37,071 -268	-0.7%	-$10.9K	0.17%	99
2015 Q1	$1.51M	Buy	37,339 +8,906	+31%	+$372K	0.19%	93
2014 Q4	$1.2M	Sell	28,433 -37	-0.1%	-$1.58K	0.18%	71
2014 Q3	$1.21M	Buy	28,470 +204	+0.7%	+$8.43K	0.19%	75
2014 Q2	$1.2M	Sell	28,266 -1,033	-4%	-$41.9K	0.18%	77
2014 Q1	$1.13M	Buy	29,299 +4,379	+18%	+$169K	0.18%	78
2013 Q4	$1.03M	Buy	24,920 +8	+0%	+$316	0.17%	81
2013 Q3	$943K	Buy	24,912 +3	+0%	+$119	0.18%	76
2013 Q2	$999K	Buy	+24,909	New	+$1.03M	0.18%	77

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

WMS Partners's KO Position: Q1 2025 in Review

WMS Partners sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 41,472 shares — an estimated $2.58M sold.

WMS Partners first reported a position in KO in Q2 2013 and held it in 47 quarters. The position peaked at $3.11M in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

WMS Partners reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 41,472 Coca-Cola shares in Q1 2025, an estimated $2.58M.
WMS Partners first reported a position in Coca-Cola in Q2 2013 and held it in 47 quarters.
WMS Partners's Coca-Cola position peaked at $3.11M in Q3 2024.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.