Buffington Mohr McNeal’s Coca-Cola KO Stock Holding History

Buffington Mohr McNeal’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	$258K	Sell	3,596 -13,003	-78%	-$868K	0.05%	98
2024 Q4	$1.03M	Buy	16,599 +689	+4%	+$45K	0.17%	67
2024 Q3	$1.14M	Sell	15,910 -920	-5%	-$63K	0.19%	69
2024 Q2	$1.07M	Sell	16,830 -292	-2%	-$18.1K	0.19%	64
2024 Q1	$1.05M	Sell	17,122 -275	-2%	-$16.5K	0.19%	66
2023 Q4	$1.03M	Sell	17,397 -455	-3%	-$25.8K	0.21%	67
2023 Q3	$999K	Buy	17,852 +8	+0%	+$480	0.23%	67
2023 Q2	$1.07M	Buy	17,844 +922	+5%	+$57.4K	0.23%	64
2023 Q1	$1.05M	Sell	16,922 -125	-0.7%	-$7.57K	0.24%	67
2022 Q4	$1.08M	Sell	17,047 -475	-3%	-$28.7K	0.25%	65
2022 Q3	$982K	Sell	17,522 -2,300	-12%	-$143K	0.24%	69
2022 Q2	$1.25M	Sell	19,822 -50	-0.3%	-$3.17K	0.27%	61
2022 Q1	$1.23M	Hold	19,872	–	–	0.23%	66
2021 Q4	$1.18M	Buy	19,872 +650	+3%	+$36.2K	0.2%	72
2021 Q3	$1.01M	Hold	19,222	–	–	0.19%	74
2021 Q2	$1.04M	Hold	19,222	–	–	0.2%	72
2021 Q1	$1.01M	Buy	19,222 +805	+4%	+$40.5K	0.22%	69
2020 Q4	$1.01M	Buy	+18,417	New	+$952K	0.24%	65
2019 Q2	–	Sell	-1,637	Closed	-$77K	–	231
2019 Q1	$77K	Buy	+1,637	New	+$76.6K	0.02%	165
2017 Q3	–	Sell	-4,749	Closed	-$213K	–	130
2017 Q2	$213K	Buy	+4,749	New	+$210K	0.08%	130
2017 Q1	–	Sell	-2,670	Closed	-$111K	–	120
2016 Q4	$111K	Buy	+2,670	New	+$111K	0.04%	161

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Buffington Mohr McNeal's KO Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Coca-Cola (KO) stake by 78% in Q1 2025, selling an estimated $868K and leaving 3,596 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #98.

Buffington Mohr McNeal first reported a position in KO in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.25M in Q2 2022. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Buffington Mohr McNeal held 3,596 shares of Coca-Cola worth $258K as of Q1 2025.
Buffington Mohr McNeal sold 13,003 Coca-Cola shares in Q1 2025, an estimated $868K.
Coca-Cola made up 0.05% of Buffington Mohr McNeal's portfolio in Q1 2025, its #98 holding.
Buffington Mohr McNeal first reported a position in Coca-Cola in Q4 2016 and has held it in 21 quarters since.
Buffington Mohr McNeal's Coca-Cola position peaked at $1.25M in Q2 2022.
3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.