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Aveo Capital Partners’s Coca-Cola KO Stock Holding History

Aveo Capital 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
-7,293
Closed -$454K – 269
2024
Q4 		$454K Sell
7,293
-681
-9% -$44.5K 0.05% 221
2024
Q3 		$573K Sell
7,974
-448
-5% -$30.7K 0.06% 184
2024
Q2 		$536K Sell
8,422
-1,472
-15% -$91.1K 0.06% 181
2024
Q1 		$615K Buy
9,894
+185
+2% +$11.1K 0.07% 189
2023
Q4 		$572K Buy
9,709
+1,182
+14% +$67.1K 0.07% 189
2023
Q3 		$477K Sell
8,527
-1,075
-11% -$64.5K 0.06% 202
2023
Q2 		$578K Buy
9,602
+1,184
+14% +$73.7K 0.07% 186
2023
Q1 		$522K Buy
8,418
+503
+6% +$30.5K 0.07% 186
2022
Q4 		$503K Buy
7,915
+119
+2% +$7.18K 0.08% 187
2022
Q3 		$437K Buy
7,796
+316
+4% +$19.6K 0.08% 176
2022
Q2 		$471K Buy
7,480
+151
+2% +$9.57K 0.08% 181
2022
Q1 		$454K Sell
7,329
-779
-10% -$47.4K 0.08% 187
2021
Q4 		$480K Buy
8,108
+594
+8% +$33.1K 0.09% 179
2021
Q3 		$394K Sell
7,514
-106
-1% -$5.91K 0.08% 180
2021
Q2 		$412K Buy
7,620
+62
+0.8% +$3.37K 0.09% 178
2021
Q1 		$398K Buy
+7,558
New +$380K 0.1% 161
2018
Q3 		– Sell
-5,188
Closed -$228K – 150
2018
Q2 		$228K Sell
5,188
-2,274
-30% -$98.2K 0.1% 125
2018
Q1 		$324K Buy
7,462
+2,083
+39% +$93.6K 0.14% 100
2017
Q4 		$247K Hold
5,379
– – 0.08% 120
2017
Q3 		$242K Hold
5,379
– – 0.08% 110
2017
Q2 		$241K Buy
5,379
+521
+11% +$23K 0.08% 101
2017
Q1 		$206K Sell
4,858
-12,294
-72% -$513K 0.08% 117
2016
Q4 		$711K Buy
+17,152
New +$714K 0.2% 76

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

Aveo Capital Partners's KO Position: Q1 2025 in Review

Aveo Capital Partners sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 7,293 shares — an estimated $454K sold.

Aveo Capital Partners first reported a position in KO in Q4 2016 and held it in 23 quarters. The position peaked at $711K in Q4 2016. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Aveo Capital Partners reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 7,293 Coca-Cola shares in Q1 2025, an estimated $454K.
  • Aveo Capital Partners first reported a position in Coca-Cola in Q4 2016 and held it in 23 quarters.
  • Aveo Capital Partners's Coca-Cola position peaked at $711K in Q4 2016.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.