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Cutter & Co Brokerage’s Coca-Cola KO Stock Holding History

Cutter & Co Brokerage’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
-3,776
Closed -$270K – 91
2025
Q1 		$270K Sell
3,776
-4,915
-57% -$328K 0.06% 140
2024
Q4 		$541K Hold
8,691
– – 0.13% 89
2024
Q3 		$625K Buy
8,691
+81
+0.9% +$5.55K 0.14% 87
2024
Q2 		$548K Buy
8,610
+200
+2% +$12.4K 0.13% 91
2024
Q1 		$515K Sell
8,410
-700
-8% -$42K 0.13% 96
2023
Q4 		$537K Sell
9,110
-833
-8% -$47.3K 0.15% 90
2023
Q3 		$557K Sell
9,943
-376
-4% -$22.6K 0.16% 86
2023
Q2 		$621K Buy
10,319
+626
+6% +$38.9K 0.18% 79
2023
Q1 		$601K Hold
9,693
– – 0.19% 85
2022
Q4 		$617K Buy
9,693
+250
+3% +$15.1K 0.21% 79
2022
Q3 		$529K Hold
9,443
– – 0.2% 93
2022
Q2 		$594K Sell
9,443
-645
-6% -$40.9K 0.2% 96
2022
Q1 		$625K Buy
10,088
+873
+9% +$53.1K 0.19% 98
2021
Q4 		$546K Hold
9,215
– – 0.15% 121
2021
Q3 		$484K Sell
9,215
-100
-1% -$5.57K 0.12% 161
2021
Q2 		$504K Sell
9,315
-371
-4% -$20.2K 0.12% 154
2021
Q1 		$511K Buy
9,686
+5,150
+114% +$259K 0.12% 148
2020
Q4 		$249K Sell
4,536
-1,551
-25% -$80.2K 0.07% 224
2020
Q3 		$301K Buy
6,087
+6
+0.1% +$289 0.09% 170
2020
Q2 		$272K Buy
6,081
+147
+2% +$6.77K 0.09% 167
2020
Q1 		$263K Hold
5,934
– – 0.1% 161
2019
Q4 		$328K Sell
5,934
-2,341
-28% -$126K 0.12% 160
2019
Q3 		$451K Buy
8,275
+508
+7% +$27.2K 0.15% 152
2019
Q2 		$396K Buy
7,767
+207
+3% +$10.1K 0.13% 176
2019
Q1 		$354K Sell
7,560
-373
-5% -$17.4K 0.1% 183
2018
Q4 		$376K Buy
7,933
+1,205
+18% +$57.7K 0.14% 152
2018
Q3 		$311K Buy
6,728
+958
+17% +$43.8K 0.11% 183
2018
Q2 		$253K Sell
5,770
-93
-2% -$4.02K 0.1% 195
2018
Q1 		$255K Hold
5,863
– – 0.1% 188
2017
Q4 		$269K Hold
5,863
– – 0.11% 180
2017
Q3 		$264K Buy
5,863
+620
+12% +$28.2K 0.1% 188
2017
Q2 		$235K Hold
5,243
– – 0.09% 217
2017
Q1 		$223K Sell
5,243
-32
-0.6% -$1.33K 0.09% 209
2016
Q4 		$219K Hold
5,275
– – 0.09% 200
2016
Q3 		$223K Hold
5,275
– – 0.1% 191
2016
Q2 		$239K Sell
5,275
-32
-0.6% -$1.45K 0.1% 178
2016
Q1 		$246K Buy
5,307
+32
+0.6% +$1.39K 0.11% 177
2015
Q4 		$227K Buy
5,275
+200
+4% +$8.49K 0.11% 165
2015
Q3 		$204K Buy
+5,075
New +$203K 0.1% 168
2015
Q2 		– Sell
-5,043
Closed -$204K – 259
2015
Q1 		$204K Buy
+5,043
New +$211K 0.08% 189
2014
Q4 		– Sell
-6,298
Closed -$269K – 262
2014
Q3 		$269K Buy
6,298
+440
+8% +$18.2K 0.1% 174
2014
Q2 		$248K Sell
5,858
-618
-10% -$25.1K 0.09% 187
2014
Q1 		$250K Buy
6,476
+920
+17% +$35.5K 0.1% 176
2013
Q4 		$230K Sell
5,556
-616
-10% -$24.3K 0.11% 162
2013
Q3 		$234K Buy
6,172
+251
+4% +$9.92K 0.1% 176
2013
Q2 		$237K Buy
+5,921
New +$245K 0.11% 169

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

Cutter & Co Brokerage's KO Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,776 shares — an estimated $270K sold.

Cutter & Co Brokerage first reported a position in KO in Q2 2013 and held it in 46 quarters. The position peaked at $625K in Q1 2022. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 3,776 Coca-Cola shares in Q2 2025, an estimated $270K.
  • Cutter & Co Brokerage first reported a position in Coca-Cola in Q2 2013 and held it in 46 quarters.
  • Cutter & Co Brokerage's Coca-Cola position peaked at $625K in Q1 2022.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.