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Clearwater Capital Advisors’s Coca-Cola KO Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-4,806
Closed -$344K – 173
2025
Q1 		$344K Sell
4,806
-2,520
-34% -$168K 0.03% 135
2024
Q4 		$456K Sell
7,326
-2,257
-24% -$147K 0.04% 117
2024
Q3 		$689K Buy
+9,583
New +$656K 0.07% 91
2018
Q2 		– Sell
-700
Closed -$30K – 386
2018
Q1 		$30K Buy
+700
New +$31.4K 0.01% 345

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Clearwater Capital Advisors's KO Position: Q2 2025 in Review

Clearwater Capital Advisors sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 4,806 shares — an estimated $344K sold.

Clearwater Capital Advisors first reported a position in KO in Q1 2018 and held it in 4 quarters. The position peaked at $689K in Q3 2024. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Clearwater Capital Advisors reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Clearwater Capital Advisors sold 4,806 Coca-Cola shares in Q2 2025, an estimated $344K.
  • Clearwater Capital Advisors first reported a position in Coca-Cola in Q1 2018 and held it in 4 quarters.
  • Clearwater Capital Advisors's Coca-Cola position peaked at $689K in Q3 2024.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Clearwater Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.