Conquis Financial’s Coca-Cola KO Stock Holding History

Conquis Financial’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	-1,350	Closed	-$96.2K	–	57
2025 Q1	$97.4K	Sell	1,350 -95	-7%	-$6.34K	0.1%	29
2024 Q4	$90K	Buy	+1,445	New	+$94.3K	0.09%	33

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Conquis Financial's KO Position: Q2 2025 in Review

Conquis Financial sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 1,350 shares — an estimated $96.2K sold.

Conquis Financial first reported a position in KO in Q4 2024 and held it in 2 quarters. The position peaked at $97.4K in Q1 2025. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Conquis Financial reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Conquis Financial sold 1,350 Coca-Cola shares in Q2 2025, an estimated $96.2K.
Conquis Financial first reported a position in Coca-Cola in Q4 2024 and held it in 2 quarters.
Conquis Financial's Coca-Cola position peaked at $97.4K in Q1 2025.
3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Conquis Financial's 13F filing for Q2 2025, filed 11 Aug 2025.