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CCLA Investment Management’s Coca-Cola KO Stock Holding History

CCLA Investment Management’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 		$159M Sell
2,275,618
-33,582
-1% -$2.34M 2.55% 8
2025
Q3 		$153M Buy
2,309,200
+51,992
+2% +$3.58M 2.45% 9
2025
Q2 		$160K Buy
2,257,208
+63,636
+3% +$4.53M 0.13% 11
2025
Q1 		$157M Sell
2,193,572
-278,654
-11% -$18.6M 2.78% 8
2024
Q4 		$154M Buy
2,472,226
+457,097
+23% +$29.8M 2.44% 7
2024
Q3 		$129M Hold
2,015,129
– – 1.98% 15
2024
Q2 		$129M Buy
2,015,129
+179,251
+10% +$11.1M 1.98% 15
2024
Q1 		$112M Buy
1,835,878
+1,834,796
+169,574% +$110M 1.72% 26
2023
Q4 		$63.6M Sell
1,082
-1,070,850
-100% -$60.8M 1.04% 53
2023
Q3 		$60M Buy
1,071,932
+37,744
+4% +$2.26M 1.12% 49
2023
Q2 		$62.3M Buy
1,034,188
+143,908
+16% +$8.95M 1.11% 51
2023
Q1 		$55.2M Sell
890,280
-103,414
-10% -$6.26M 1.09% 51
2022
Q4 		$63.2M Sell
993,694
-100,251
-9% -$6.05M 1.43% 37
2022
Q3 		$61.4M Buy
+1,093,945
New +$68M 1.48% 35
2022
Q1 		$76.1M Buy
1,227,178
+1,196,936
+3,958% +$72.8M 1.37% 38
2021
Q4 		$1.79M Sell
30,242
-184
-0.6% -$10.2K 0.03% 73
2021
Q3 		$1.6M Buy
30,426
+4,396
+17% +$245K 0.03% 72
2021
Q2 		$1.41K Hold
26,030
– – 0.02% 72
2021
Q1 		$1.37M Sell
26,030
-31,047
-54% -$1.56M 0.03% 69
2020
Q4 		$3.13M Sell
57,077
-899,557
-94% -$46.5M 0.07% 60
2020
Q3 		$47.2M Buy
956,634
+22,258
+2% +$1.07M 1.28% 42
2020
Q2 		$41.7M Buy
+934,376
New +$43M 1.3% 35

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

CCLA Investment Management's KO Position: Q4 2025 in Review

CCLA Investment Management reduced its Coca-Cola (KO) stake by 1.5% in Q4 2025, selling an estimated $2.34M and leaving 2,275,618 shares worth $159M. The position accounts for 2.55% of the portfolio, ranked #8.

CCLA Investment Management first reported a position in KO in Q2 2020 and has held it in 22 quarters since. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • CCLA Investment Management held 2,275,618 shares of Coca-Cola worth $159M as of Q4 2025.
  • CCLA Investment Management sold 33,582 Coca-Cola shares in Q4 2025, an estimated $2.34M.
  • Coca-Cola made up 2.55% of CCLA Investment Management's portfolio in Q4 2025, its #8 holding.
  • CCLA Investment Management first reported a position in Coca-Cola in Q2 2020 and has held it in 22 quarters since.
  • 3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.