CE
KO icon

Cornerstone Enterprises’s Coca-Cola KO Stock Holding History

Cornerstone Enterprises’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 		– Sell
-3,464
Closed -$216K – 30
2024
Q4 		$216K Sell
3,464
-39,911
-92% -$2.61M 0.13% 29
2024
Q3 		$3.12M Buy
43,375
+830
+2% +$56.8K 1.95% 14
2024
Q2 		$2.71M Sell
42,545
-486
-1% -$30.1K 1.8% 16
2024
Q1 		$2.61M Sell
43,031
-28,076
-39% -$1.69M 1.92% 16
2023
Q4 		$4.19M Buy
+71,107
New +$4.04M 3.74% 11

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cornerstone Enterprises's KO Position: Q1 2025 in Review

Cornerstone Enterprises sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 3,464 shares — an estimated $216K sold.

Cornerstone Enterprises first reported a position in KO in Q4 2023 and held it in 5 quarters. The position peaked at $4.19M in Q4 2023. 3,369 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Cornerstone Enterprises reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Enterprises sold 3,464 Coca-Cola shares in Q1 2025, an estimated $216K.
  • Cornerstone Enterprises first reported a position in Coca-Cola in Q4 2023 and held it in 5 quarters.
  • Cornerstone Enterprises's Coca-Cola position peaked at $4.19M in Q4 2023.
  • 3,369 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Cornerstone Enterprises's 13F filing for Q1 2025, filed 24 Apr 2025.