CPRC
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Consolidated Portfolio Review Corp’s Coca-Cola KO Stock Holding History

Consolidated Portfolio Review Corp’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 		– Sell
-7,572
Closed -$502K – 241
2025
Q3 		$502K Buy
7,572
+434
+6% +$29.9K 0.06% 270
2025
Q2 		$505K Buy
7,138
+1,658
+30% +$118K 0.07% 252
2025
Q1 		$392K Buy
5,480
+166
+3% +$11.1K 0.06% 257
2024
Q4 		$331K Buy
5,314
+775
+17% +$50.6K 0.05% 280
2024
Q3 		$326K Buy
4,539
+104
+2% +$7.12K 0.07% 235
2024
Q2 		$282K Buy
4,435
+950
+27% +$58.8K 0.07% 244
2024
Q1 		$213K Sell
3,485
-3,225
-48% -$194K 0.06% 254
2023
Q4 		$395K Sell
6,710
-830
-11% -$47.1K 0.09% 201
2023
Q3 		$422K Buy
7,540
+91
+1% +$5.46K 0.1% 189
2023
Q2 		$449K Buy
7,449
+21
+0.3% +$1.31K 0.11% 173
2023
Q1 		$461K Buy
+7,428
New +$450K 0.12% 165

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

Consolidated Portfolio Review Corp's KO Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 7,572 shares — an estimated $502K sold.

Consolidated Portfolio Review Corp first reported a position in KO in Q1 2023 and held it in 11 quarters. The position peaked at $505K in Q2 2025. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 7,572 Coca-Cola shares in Q4 2025, an estimated $502K.
  • Consolidated Portfolio Review Corp first reported a position in Coca-Cola in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's Coca-Cola position peaked at $505K in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.