BC
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Belmont Capital’s Coca-Cola KO Stock Holding History

Belmont Capital’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
Q2 		$143K Hold
2,014
– – 0.02% 134
2025
Q1 		$144K Hold
2,014
– – 0.03% 131
2024
Q4 		$125K Sell
2,014
-32
-2% -$2.09K 0.02% 94
2024
Q3 		$147K Sell
2,046
-21,402
-91% -$1.47M 0.02% 129
2024
Q2 		$1.49M Sell
23,448
-1
-0% -$62 0.28% 32
2024
Q1 		$1.43M Hold
23,449
– – 0.39% 28
2023
Q4 		$1.38M Buy
23,449
+9,130
+64% +$519K 0.59% 23
2023
Q3 		$802K Buy
14,319
+13,698
+2,206% +$822K 0.43% 29
2023
Q2 		$37.4K Buy
621
+446
+255% +$27.7K 0.02% 75
2023
Q1 		$10.9K Sell
175
-188
-52% -$11.4K 0.01% 97
2022
Q4 		$23K Hold
363
– – 0.02% 60
2022
Q3 		$20K Buy
+363
New +$22.6K 0.02% 54

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Belmont Capital's KO Position: Q2 2025 in Review

Belmont Capital held its Coca-Cola (KO) position steady in Q2 2025 at 2,014 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #134.

Belmont Capital first reported a position in KO in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.49M in Q2 2024. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Belmont Capital held 2,014 shares of Coca-Cola worth $143K as of Q2 2025.
  • Belmont Capital left its Coca-Cola share count unchanged in Q2 2025.
  • Coca-Cola made up 0.02% of Belmont Capital's portfolio in Q2 2025, its #134 holding.
  • Belmont Capital first reported a position in Coca-Cola in Q3 2022 and has held it in 12 quarters since.
  • Belmont Capital's Coca-Cola position peaked at $1.49M in Q2 2024.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.