Algert Global’s Coca-Cola KO Stock Holding History

Algert Global’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 Q2	–	Sell	-3,537	Closed	-$253K	–	1259
2025 Q1	$253K	Buy	+3,537	New	+$236K	0.01%	1039
2024 Q4	–	Sell	-80,697	Closed	-$5.8M	–	1251
2024 Q3	$5.8M	Buy	+80,697	New	+$5.53M	0.16%	200

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Algert Global's KO Position: Q2 2025 in Review

Algert Global sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,537 shares — an estimated $253K sold.

Algert Global first reported a position in KO in Q3 2024 and held it in 2 quarters. The position peaked at $5.8M in Q3 2024. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Algert Global reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Algert Global sold 3,537 Coca-Cola shares in Q2 2025, an estimated $253K.
Algert Global first reported a position in Coca-Cola in Q3 2024 and held it in 2 quarters.
Algert Global's Coca-Cola position peaked at $5.8M in Q3 2024.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.