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

Broadwater 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
Q4 		$3.25M Sell
46,510
-9,100
-16% -$634K 2.43% 10
2025
Q3 		$3.69M Sell
55,610
-3,884,104
-99% -$267M 2.7% 9
2025
Q2 		$3.94B Buy
3,939,714
+3,883,429
+6,900% +$277M 3.06% 7
2025
Q1 		$4.03M Sell
56,285
-80
-0.1% -$5.34K 3.15% 7
2024
Q4 		$3.51M Sell
56,365
-3,220
-5% -$210K 2.69% 8
2024
Q3 		$4.28M Hold
59,585
– – 3.16% 6
2024
Q2 		$3.79M Hold
59,585
– – 2.92% 7
2024
Q1 		$3.65M Sell
59,585
-100
-0.2% -$6.01K 2.8% 8
2023
Q4 		$3.52M Buy
+59,685
New +$3.39M 2.76% 7

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Broadwater Capital's KO Position: Q4 2025 in Review

Broadwater Capital reduced its Coca-Cola (KO) stake by 16% in Q4 2025, selling an estimated $634K and leaving 46,510 shares worth $3.25M. The position accounts for 2.43% of the portfolio, ranked #10.

Broadwater Capital first reported a position in KO in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.94B in Q2 2025. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Broadwater Capital held 46,510 shares of Coca-Cola worth $3.25M as of Q4 2025.
  • Broadwater Capital sold 9,100 Coca-Cola shares in Q4 2025, an estimated $634K.
  • Coca-Cola made up 2.43% of Broadwater Capital's portfolio in Q4 2025, its #10 holding.
  • Broadwater Capital first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
  • Broadwater Capital's Coca-Cola position peaked at $3.94B in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Broadwater Capital's 13F filing for Q4 2025, filed 3 Feb 2026.