Cyrus J. Lawrence’s Coca-Cola KO Stock Holding History

Cyrus J. Lawrence’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	-1,626	Closed	-$101K	–	111
2024 Q4	$101K	Buy	1,626 +245	+18%	+$16K	0.02%	87
2024 Q3	$99K	Sell	1,381 -100	-7%	-$6.85K	0.02%	84
2024 Q2	$94K	Buy	1,481 +100	+7%	+$6.19K	0.02%	84
2024 Q1	$84K	Buy	+1,381	New	+$83K	0.02%	89
2023 Q3	$81K	Hold	1,451	–	–	0.02%	85
2023 Q2	$87K	Hold	1,451	–	–	0.02%	86
2023 Q1	$90K	Sell	1,451 -12	-0.8%	-$727	0.03%	84
2022 Q4	$93K	Buy	1,463 +82	+6%	+$4.95K	0.03%	88
2022 Q3	$77K	Hold	1,381	–	–	0.02%	93
2022 Q2	$87K	Hold	1,381	–	–	0.03%	109
2022 Q1	$86K	Buy	+1,381	New	+$84K	0.02%	118

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cyrus J. Lawrence's KO Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 1,626 shares — an estimated $101K sold.

Cyrus J. Lawrence first reported a position in KO in Q1 2022 and held it in 11 quarters. The position peaked at $101K in Q4 2024. 3,372 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Cyrus J. Lawrence reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 1,626 Coca-Cola shares in Q1 2025, an estimated $101K.
Cyrus J. Lawrence first reported a position in Coca-Cola in Q1 2022 and held it in 11 quarters.
Cyrus J. Lawrence's Coca-Cola position peaked at $101K in Q4 2024.
3,372 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.