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Bellwether Advisors’s Coca-Cola KO Stock Holding History

Bellwether 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
Q3 		– Sell
-2,457
Closed -$174K – 365
2025
Q2 		$174K Buy
2,457
+48
+2% +$3.42K 0.03% 133
2025
Q1 		$173K Hold
2,409
– – 0.04% 135
2024
Q4 		$150K Buy
+2,409
New +$157K 0.03% 155
2023
Q2 		– Sell
-1,736
Closed -$108K – 281
2023
Q1 		$108K Sell
1,736
-10
-0.6% -$605 0.03% 152
2022
Q4 		$111K Buy
1,746
+1,048
+150% +$63.3K 0.03% 149
2022
Q3 		$39K Buy
698
+171
+32% +$10.6K 0.01% 179
2022
Q2 		$33K Sell
527
-97
-16% -$6.15K 0.01% 188
2022
Q1 		$38K Hold
624
– – 0.01% 210
2021
Q4 		$36K Hold
624
– – 0.01% 219
2021
Q3 		$32K Buy
624
+158
+34% +$8.81K 0.01% 221
2021
Q2 		$25K Hold
466
– – 0.01% 208
2021
Q1 		$24K Hold
466
– – 0.01% 194
2020
Q4 		$25K Buy
+466
New +$24.1K 0.01% 190

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

Bellwether Advisors's KO Position: Q3 2025 in Review

Bellwether Advisors sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 2,457 shares — an estimated $174K sold.

Bellwether Advisors first reported a position in KO in Q4 2020 and held it in 13 quarters. The position peaked at $174K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Bellwether Advisors reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 2,457 Coca-Cola shares in Q3 2025, an estimated $174K.
  • Bellwether Advisors first reported a position in Coca-Cola in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's Coca-Cola position peaked at $174K in Q2 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.