Advanced Portfolio Management’s Coca-Cola KO Stock Holding History

Advanced Portfolio Management’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	-5,084	Closed	-$323K	–	61
2024 Q4	$323K	Buy	+5,084	New	+$332K	0.37%	47

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

Advanced Portfolio Management's KO Position: Q1 2025 in Review

Advanced Portfolio Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 5,084 shares — an estimated $323K sold.

Advanced Portfolio Management first reported a position in KO in Q4 2024 and held it in 1 quarter. The position peaked at $323K in Q4 2024. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Advanced Portfolio Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Advanced Portfolio Management sold 5,084 Coca-Cola shares in Q1 2025, an estimated $323K.
Advanced Portfolio Management first reported a position in Coca-Cola in Q4 2024 and held it in 1 quarter.
Advanced Portfolio Management's Coca-Cola position peaked at $323K in Q4 2024.
3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Advanced Portfolio Management's 13F filing for Q1 2025, filed 14 May 2025.