Callan Capital’s Coca-Cola KO Stock Holding History

Callan Capital's KO Position: Q1 2025 in Review

Callan Capital increased its Coca-Cola (KO) stake by 16% in Q1 2025, buying an estimated $94.2K and bringing the position to 10,154 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #156.

Callan Capital first reported a position in KO in Q4 2023 and has held it in 6 quarters since. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

• Callan Capital held 10,154 shares of Coca-Cola worth $727K as of Q1 2025.
• Callan Capital bought 1,411 Coca-Cola shares in Q1 2025, an estimated $94.2K.
• Coca-Cola made up 0.05% of Callan Capital's portfolio in Q1 2025, its #156 holding.
• Callan Capital first reported a position in Coca-Cola in Q4 2023 and has held it in 6 quarters since.
• 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.