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Angeles Investment Advisors’s Coca-Cola KO Stock Holding History

Angeles Investment Advisors’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
-16,873
Closed -$1.05M – 118
2024
Q4 		$1.05M Sell
16,873
-1,162
-6% -$75.8K 0.05% 44
2024
Q3 		$1.3M Sell
18,035
-878
-5% -$60.1K 0.07% 40
2024
Q2 		$1.21M Buy
18,913
+543
+3% +$33.6K 0.06% 43
2024
Q1 		$1.13M Buy
18,370
+2,558
+16% +$154K 0.06% 41
2023
Q4 		$932K Buy
15,812
+374
+2% +$21.2K 0.06% 44
2023
Q3 		$868K Buy
15,438
+5,995
+63% +$360K 0.07% 38
2023
Q2 		$569K Sell
9,443
-605
-6% -$37.6K 0.05% 56
2023
Q1 		$623K Buy
+10,048
New +$608K 0.05% 43
2022
Q1 		– Sell
-9,501
Closed -$563K – 170
2021
Q4 		$563K Buy
9,501
+2,497
+36% +$139K 0.03% 113
2021
Q3 		$367K Buy
7,004
+104
+2% +$5.8K 0.02% 134
2021
Q2 		$373K Hold
6,900
– – 0.02% 99
2021
Q1 		$364K Sell
6,900
-1,437
-17% -$72.3K 0.03% 86
2020
Q4 		$457K Hold
8,337
– – 0.05% 81
2020
Q3 		$412K Buy
8,337
+1,437
+21% +$69.1K 0.05% 74
2020
Q2 		$308K Sell
6,900
-2,358
-25% -$109K 0.04% 76
2020
Q1 		$431K Buy
9,258
+1,942
+27% +$105K 0.12% 56
2019
Q4 		$405K Buy
+7,316
New +$393K 0.08% 58

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

Angeles Investment Advisors's KO Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 16,873 shares — an estimated $1.05M sold.

Angeles Investment Advisors first reported a position in KO in Q4 2019 and held it in 17 quarters. The position peaked at $1.3M in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 16,873 Coca-Cola shares in Q1 2025, an estimated $1.05M.
  • Angeles Investment Advisors first reported a position in Coca-Cola in Q4 2019 and held it in 17 quarters.
  • Angeles Investment Advisors's Coca-Cola position peaked at $1.3M in Q3 2024.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

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