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Cantor Fitzgerald Investment Advisors’s Coca-Cola KO Stock Holding History

Cantor Fitzgerald Investment 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
-3,058
Closed -$216K – 193
2025
Q2 		$216K Buy
3,058
+35
+1% +$2.49K 0.02% 178
2025
Q1 		$217K Buy
+3,023
New +$202K 0.02% 177
2024
Q4 		– Sell
-3,334
Closed -$240K – 187
2024
Q3 		$240K Sell
3,334
-700
-17% -$47.9K 0.02% 178
2024
Q2 		$257K Sell
4,034
-1,172
-23% -$72.5K 0.02% 142
2024
Q1 		$319K Sell
5,206
-1,600
-24% -$96.1K 0.02% 137
2023
Q4 		$401K Buy
+6,806
New +$387K 0.03% 131
2022
Q1 		$1.69M Buy
27,234
+11,825
+77% +$719K 0.08% 156
2021
Q4 		$912K Sell
15,409
-367
-2% -$20.4K 0.06% 211
2021
Q3 		$828K Sell
15,776
-8
-0.1% -$446 0.06% 112
2021
Q2 		$853K Buy
+15,784
New +$859K 0.06% 112

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

Cantor Fitzgerald Investment Advisors's KO Position: Q3 2025 in Review

Cantor Fitzgerald Investment Advisors sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 3,058 shares — an estimated $216K sold.

Cantor Fitzgerald Investment Advisors first reported a position in KO in Q2 2021 and held it in 10 quarters. The position peaked at $1.69M in Q1 2022. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Cantor Fitzgerald Investment Advisors reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Cantor Fitzgerald Investment Advisors sold 3,058 Coca-Cola shares in Q3 2025, an estimated $216K.
  • Cantor Fitzgerald Investment Advisors first reported a position in Coca-Cola in Q2 2021 and held it in 10 quarters.
  • Cantor Fitzgerald Investment Advisors's Coca-Cola position peaked at $1.69M in Q1 2022.
  • 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.