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Apexium Financial’s Coca-Cola KO Stock Holding History

Apexium Financial’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
Q3 		$810K Buy
12,154
+142
+1% +$9.77K 0.04% 148
2025
Q2 		$854K Buy
12,012
+168
+1% +$12K 0.05% 137
2025
Q1 		$852K Buy
11,844
+993
+9% +$66.3K 0.05% 133
2024
Q4 		$676K Buy
10,851
+2,652
+32% +$173K 0.04% 138
2024
Q3 		$591K Buy
8,199
+383
+5% +$26.2K 0.04% 128
2024
Q2 		$499K Sell
7,816
-217
-3% -$13.4K 0.04% 140
2024
Q1 		$493K Sell
8,033
-10,120
-56% -$608K 0.04% 143
2023
Q4 		$1.07M Buy
18,153
+8,291
+84% +$471K 0.08% 109
2023
Q3 		$554K Sell
9,862
-325
-3% -$19.5K 0.06% 123
2023
Q2 		$615K Buy
10,187
+1
+0% +$62 0.05% 122
2023
Q1 		$632K Hold
10,186
– – 0.06% 115
2022
Q4 		$648K Hold
10,186
– – 0.07% 110
2022
Q3 		$571K Buy
10,186
+3,410
+50% +$212K 0.07% 108
2022
Q2 		$426K Buy
6,776
+1,656
+32% +$105K 0.25% 61
2022
Q1 		$304K Hold
5,120
– – 0.16% 73
2021
Q4 		$303K Buy
5,120
+46
+0.9% +$2.56K 0.16% 75
2021
Q3 		$266K Sell
5,074
-233
-4% -$13K 0.15% 76
2021
Q2 		$284K Buy
5,307
+400
+8% +$21.8K 0.18% 64
2021
Q1 		$259K Hold
4,907
– – 0.19% 62
2020
Q4 		$269K Hold
4,907
– – 0.21% 60
2020
Q3 		$242K Buy
4,907
+92
+2% +$4.42K 0.2% 61
2020
Q2 		$215K Hold
4,815
– – 0.19% 62
2020
Q1 		$213K Sell
4,815
-618
-11% -$33.4K 0.28% 53
2019
Q4 		$301K Buy
+5,433
New +$292K 0.39% 48
2018
Q4 		$204K Buy
+4,298
New +$206K 1.96% 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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apexium Financial's KO Position: Q3 2025 in Review

Apexium Financial increased its Coca-Cola (KO) stake by 1.2% in Q3 2025, buying an estimated $9.77K and bringing the position to 12,154 shares worth $810K. The position accounts for 0.04% of the portfolio, ranked #148.

Apexium Financial first reported a position in KO in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.07M in Q4 2023. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Apexium Financial held 12,154 shares of Coca-Cola worth $810K as of Q3 2025.
  • Apexium Financial bought 142 Coca-Cola shares in Q3 2025, an estimated $9.77K.
  • Coca-Cola made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #148 holding.
  • Apexium Financial first reported a position in Coca-Cola in Q4 2018 and has held it in 25 quarters since.
  • Apexium Financial's Coca-Cola position peaked at $1.07M in Q4 2023.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.