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Diversified Portfolios Inc’s Coca-Cola KO Stock Holding History

Diversified Portfolios Inc’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
-4,497
Closed -$318K – 170
2025
Q2 		$318K Buy
+4,497
New +$320K 0.03% 137
2023
Q1 		– Sell
-15,944
Closed -$1.01M – 139
2022
Q4 		$1.01M Sell
15,944
-569
-3% -$34.4K 0.23% 55
2022
Q3 		$925K Buy
16,513
+336
+2% +$20.9K 0.25% 54
2022
Q2 		$1.02M Sell
16,177
-408
-2% -$25.9K 0.28% 49
2022
Q1 		$1.03M Sell
16,585
-5,045
-23% -$307K 0.25% 58
2021
Q4 		$1.28M Buy
21,630
+3,370
+18% +$188K 0.31% 46
2021
Q3 		$958K Sell
18,260
-1,786
-9% -$99.6K 0.27% 48
2021
Q2 		$1.08M Sell
20,046
-113
-0.6% -$6.15K 0.41% 35
2021
Q1 		$1.06M Buy
20,159
+15,420
+325% +$776K 0.35% 34
2020
Q4 		$260K Buy
4,739
+308
+7% +$15.9K 0.09% 83
2020
Q3 		$219K Buy
+4,431
New +$213K 0.09% 68
2020
Q1 		– Sell
-6,496
Closed -$360K – 60
2019
Q4 		$360K Buy
6,496
+2,744
+73% +$148K 0.17% 44
2019
Q3 		$204K Buy
+3,752
New +$201K 0.1% 58

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

Diversified Portfolios Inc's KO Position: Q3 2025 in Review

Diversified Portfolios Inc sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 4,497 shares — an estimated $318K sold.

Diversified Portfolios Inc first reported a position in KO in Q3 2019 and held it in 13 quarters. The position peaked at $1.28M in Q4 2021. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Diversified Portfolios Inc reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Diversified Portfolios Inc sold 4,497 Coca-Cola shares in Q3 2025, an estimated $318K.
  • Diversified Portfolios Inc first reported a position in Coca-Cola in Q3 2019 and held it in 13 quarters.
  • Diversified Portfolios Inc's Coca-Cola position peaked at $1.28M in Q4 2021.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Diversified Portfolios Inc's 13F filing for Q3 2025, filed 12 Nov 2025.