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Creekmur Asset Management’s Coca-Cola KO Stock Holding History

Creekmur Asset Management’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
2024
Q4 		– Sell
-3,600
Closed -$62.7K – 1002
2024
Q3 		$62.7K Buy
3,600
+200
+6% +$13.7K 0.01% 201
2024
Q2 		$33.5K Buy
+3,400
New +$210K 0.01% 306

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

Creekmur Asset Management's KO Position: Q3 2025 in Review

Creekmur Asset Management reduced its Coca-Cola (KO) stake by 11% in Q3 2025, selling an estimated $4.61K and leaving 556 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #371.

Creekmur Asset Management first reported a position in KO in Q4 2023 and has held it in 8 quarters since. The position peaked at $53.8K in Q4 2023. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Creekmur Asset Management held 556 shares of Coca-Cola worth $36.9K as of Q3 2025.
  • Creekmur Asset Management sold 67 Coca-Cola shares in Q3 2025, an estimated $4.61K.
  • Coca-Cola made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #371 holding.
  • Creekmur Asset Management first reported a position in Coca-Cola in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Coca-Cola position peaked at $53.8K in Q4 2023.
  • 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.