Copperleaf Capital’s Coca-Cola KO Stock Holding History

Copperleaf Capital’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 Q3	–	Sell	-2,865	Closed	-$203K	–	125
2025 Q2	$203K	Buy	+2,865	New	+$204K	0.1%	112

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Copperleaf Capital's KO Position: Q3 2025 in Review

Copperleaf Capital sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 2,865 shares — an estimated $203K sold.

Copperleaf Capital first reported a position in KO in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Copperleaf Capital reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Copperleaf Capital sold 2,865 Coca-Cola shares in Q3 2025, an estimated $203K.
Copperleaf Capital first reported a position in Coca-Cola in Q2 2025 and held it in 1 quarter.
Copperleaf Capital's Coca-Cola position peaked at $203K in Q2 2025.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.