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Adero Partners’s Coca-Cola KO Stock Holding History

Adero 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 		$1.06M Buy
14,804
+722
+5% +$48.2K 0.07% 86
2024
Q4 		$877K Buy
14,082
+6,614
+89% +$432K 0.06% 93
2024
Q3 		$537K Buy
7,468
+464
+7% +$31.8K 0.04% 118
2024
Q2 		$446K Buy
7,004
+635
+10% +$39.3K 0.03% 124
2024
Q1 		$390K Sell
6,369
-254
-4% -$15.3K 0.03% 134
2023
Q4 		$390K Sell
6,623
-359
-5% -$20.4K 0.03% 127
2023
Q3 		$391K Buy
6,982
+655
+10% +$39.3K 0.04% 125
2023
Q2 		$381K Buy
6,327
+139
+2% +$8.65K 0.04% 117
2023
Q1 		$384K Sell
6,188
-198
-3% -$12K 0.04% 116
2022
Q4 		$406K Buy
+6,386
New +$386K 0.05% 108
2020
Q1 		– Sell
-29,032
Closed -$1.61M – 78
2019
Q4 		$1.61M Buy
+29,032
New +$1.56M 1.8% 13

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Adero Partners's KO Position: Q1 2025 in Review

Adero Partners increased its Coca-Cola (KO) stake by 5.1% in Q1 2025, buying an estimated $48.2K and bringing the position to 14,804 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #86.

Adero Partners first reported a position in KO in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.61M in Q4 2019. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Adero Partners held 14,804 shares of Coca-Cola worth $1.06M as of Q1 2025.
  • Adero Partners bought 722 Coca-Cola shares in Q1 2025, an estimated $48.2K.
  • Coca-Cola made up 0.07% of Adero Partners's portfolio in Q1 2025, its #86 holding.
  • Adero Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 11 quarters since.
  • Adero Partners's Coca-Cola position peaked at $1.61M in Q4 2019.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.