CCM Investment Group’s Coca-Cola KO Stock Holding History

CCM Investment Group’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	$5.72M	Buy	81,289 +9,291	+13%	+$620K	0.6%	28
2024 Q4	$4.47M	Buy	+71,998	New	+$4.7M	0.49%	46

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

CCM Investment Group's KO Position: Q1 2025 in Review

CCM Investment Group increased its Coca-Cola (KO) stake by 13% in Q1 2025, buying an estimated $620K and bringing the position to 81,289 shares worth $5.72M. The position accounts for 0.6% of the portfolio, ranked #28.

CCM Investment Group first reported a position in KO in Q4 2024 and has held it in 2 quarters since. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

CCM Investment Group held 81,289 shares of Coca-Cola worth $5.72M as of Q1 2025.
CCM Investment Group bought 9,291 Coca-Cola shares in Q1 2025, an estimated $620K.
Coca-Cola made up 0.6% of CCM Investment Group's portfolio in Q1 2025, its #28 holding.
CCM Investment Group first reported a position in Coca-Cola in Q4 2024 and has held it in 2 quarters since.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.