Alexis Investment Partners’s Coca-Cola KO Stock Holding History

Alexis Investment 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	-120	Closed	-$7.47K	–	69
2024 Q4	$7.47K	Buy	+120	New	+$7.83K	﹤0.01%	69

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

Alexis Investment Partners's KO Position: Q1 2025 in Review

Alexis Investment Partners sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 120 shares — an estimated $7.47K sold.

Alexis Investment Partners first reported a position in KO in Q4 2024 and held it in 1 quarter. The position peaked at $7.47K in Q4 2024. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Alexis Investment Partners reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Alexis Investment Partners sold 120 Coca-Cola shares in Q1 2025, an estimated $7.47K.
Alexis Investment Partners first reported a position in Coca-Cola in Q4 2024 and held it in 1 quarter.
Alexis Investment Partners's Coca-Cola position peaked at $7.47K in Q4 2024.
3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Alexis Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.