WR Wealth Planners’s Coca-Cola KO Stock Holding History

WR Wealth Planners’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
2024 Q4	$275K	Sell	4,423 -40	-0.9%	-$2.61K	0.09%	136
2024 Q3	$321K	Buy	4,463 +231	+5%	+$15.8K	0.09%	140
2024 Q2	$269K	Buy	4,232 +38	+0.9%	+$2.35K	0.08%	141
2024 Q1	$257K	Buy	4,194 +101	+2%	+$6.07K	0.08%	150
2023 Q4	$241K	Sell	4,093 -10	-0.2%	-$568	0.09%	159
2023 Q3	$230K	Buy	4,103 +118	+3%	+$7.08K	0.09%	154
2023 Q2	$240K	Buy	3,985 +921	+30%	+$57.3K	0.09%	152
2023 Q1	$190K	Buy	3,064 +2,723	+799%	+$165K	0.08%	161
2022 Q4	$21.7K	Hold	341	–	–	0.01%	210
2022 Q3	$19.1K	Sell	341 -265	-44%	-$16.5K	0.01%	207
2022 Q2	$38.1K	Buy	606 +239	+65%	+$15.2K	0.03%	193
2022 Q1	$22.8K	Buy	+367	New	+$22.3K	0.01%	218

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

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

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

WR Wealth Planners's KO Position: Q4 2024 in Review

WR Wealth Planners reduced its Coca-Cola (KO) stake by 0.9% in Q4 2024, selling an estimated $2.61K and leaving 4,423 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #136.

WR Wealth Planners first reported a position in KO in Q1 2022 and has held it in 12 quarters since. The position peaked at $321K in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q4 2024.

WR Wealth Planners held 4,423 shares of Coca-Cola worth $275K as of Q4 2024.
WR Wealth Planners sold 40 Coca-Cola shares in Q4 2024, an estimated $2.61K.
Coca-Cola made up 0.09% of WR Wealth Planners's portfolio in Q4 2024, its #136 holding.
WR Wealth Planners first reported a position in Coca-Cola in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Coca-Cola position peaked at $321K in Q3 2024.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.