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Capital Market Strategies’s Coca-Cola KO Stock Holding History

Capital Market Strategies’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 		$462K Buy
+6,531
New +$465K 0.32% 59
2025
Q1 		– Sell
-3,240
Closed -$202K – 155
2024
Q4 		$202K Buy
+3,240
New +$211K 0.12% 145
2023
Q3 		– Sell
-3,588
Closed -$216K – 146
2023
Q2 		$216K Buy
+3,588
New +$223K 0.2% 127
2023
Q1 		– Sell
-3,342
Closed -$213K – 90
2022
Q4 		$213K Buy
+3,342
New +$202K 0.23% 126

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 $5.7T 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 $1.47T 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 $134M AUM 21.11% 1-Year Est. Return