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Bard Financial Services’s Coca-Cola KO Stock Holding History

Bard Financial Services’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 		$11.8M Buy
178,322
+125
+0.1% +$8.6K 1.3% 16
2025
Q2 		$12.6M Sell
178,197
-1,325
-0.7% -$94.4K 1.51% 11
2025
Q1 		$12.9M Sell
179,522
-1,374
-0.8% -$91.8K 1.57% 11
2024
Q4 		$11.3M Sell
180,896
-1,625
-0.9% -$106K 1.35% 15
2024
Q3 		$13.1M Buy
182,521
+680
+0.4% +$46.6K 1.55% 12
2024
Q2 		$11.6M Sell
181,841
-225
-0.1% -$13.9K 1.2% 21
2024
Q1 		$11.1M Buy
182,066
+175
+0.1% +$10.5K 1.18% 23
2023
Q4 		$10.7M Buy
181,891
+3,435
+2% +$195K 1.2% 18
2023
Q3 		$9.99M Buy
178,456
+3,455
+2% +$207K 1.23% 20
2023
Q2 		$10.5M Sell
175,001
-3,450
-2% -$215K 0.8% 27
2023
Q1 		$11.1M Sell
178,451
-675
-0.4% -$40.9K 0.89% 29
2022
Q4 		$11.4M Buy
179,126
+1,225
+0.7% +$74K 0.97% 28
2022
Q3 		$9.97M Buy
177,901
+1,275
+0.7% +$79.2K 0.93% 24
2022
Q2 		$11.1M Buy
176,626
+27
+0% +$1.71K 1.02% 24
2022
Q1 		$10.9M Buy
176,599
+1,450
+0.8% +$88.2K 0.89% 26
2021
Q4 		$10.4M Buy
175,149
+2,306
+1% +$128K 0.84% 27
2021
Q3 		$9.07M Sell
172,843
-1,242
-0.7% -$69.2K 0.8% 33
2021
Q2 		$9.42M Buy
174,085
+8,879
+5% +$483K 0.84% 31
2021
Q1 		$8.71M Sell
165,206
-1,051
-0.6% -$52.9K 0.84% 33
2020
Q4 		$9.12M Buy
+166,257
New +$8.6M 0.91% 28

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's KO Position: Q3 2025 in Review

Bard Financial Services increased its Coca-Cola (KO) stake by 0.07% in Q3 2025, buying an estimated $8.6K and bringing the position to 178,322 shares worth $11.8M. The position accounts for 1.3% of the portfolio, ranked #16.

Bard Financial Services first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $13.1M in Q3 2024. 3,285 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Bard Financial Services held 178,322 shares of Coca-Cola worth $11.8M as of Q3 2025.
  • Bard Financial Services bought 125 Coca-Cola shares in Q3 2025, an estimated $8.6K.
  • Coca-Cola made up 1.3% of Bard Financial Services's portfolio in Q3 2025, its #16 holding.
  • Bard Financial Services first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Coca-Cola position peaked at $13.1M in Q3 2024.
  • 3,285 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.