DF
KO icon

Donoghue Forlines’s Coca-Cola KO Stock Holding History

Donoghue Forlines’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
-32,195
Closed -$2.31M – 122
2025
Q1 		$2.31M Buy
+32,195
New +$2.15M 0.73% 34
2024
Q4 		– Sell
-20,741
Closed -$1.49M – 185
2024
Q3 		$1.49M Buy
20,741
+10,897
+111% +$746K 0.42% 62
2024
Q2 		$627K Sell
9,844
-693
-7% -$42.9K 0.18% 117
2024
Q1 		$645K Buy
10,537
+120
+1% +$7.21K 0.18% 136
2023
Q4 		$614K Sell
10,417
-2,133
-17% -$121K 0.19% 137
2023
Q3 		$703K Buy
12,550
+6,092
+94% +$365K 0.25% 120
2023
Q2 		$389K Sell
6,458
-1,226
-16% -$76.3K 0.12% 180
2023
Q1 		$477K Sell
7,684
-28,933
-79% -$1.75M 0.17% 142
2022
Q4 		$2.33M Buy
36,617
+17,935
+96% +$1.08M 0.82% 20
2022
Q3 		$1.05M Buy
18,682
+10,418
+126% +$647K 0.38% 34
2022
Q2 		$520K Sell
8,264
-21,400
-72% -$1.36M 0.14% 213
2022
Q1 		$1.84M Buy
29,664
+9,103
+44% +$554K 0.4% 54
2021
Q4 		$1.22M Buy
20,561
+625
+3% +$34.8K 0.21% 93
2021
Q3 		$1.05M Buy
+19,936
New +$1.11M 0.2% 123
2019
Q1 		– Sell
-53,609
Closed -$2.54M – 129
2018
Q4 		$2.54M Sell
53,609
-238,304
-82% -$11.4M 0.23% 22
2018
Q3 		$13.5M Sell
291,913
-77,357
-21% -$3.53M 1.05% 40
2018
Q2 		$16.2M Sell
369,270
-29,961
-8% -$1.29M 1.34% 27
2018
Q1 		$17.3M Buy
399,231
+5,848
+1% +$263K 1.5% 21
2017
Q4 		$18M Buy
393,383
+44,393
+13% +$2.04M 1.37% 31
2017
Q3 		$15.7M Sell
348,990
-54,902
-14% -$2.5M 1.66% 45
2017
Q2 		$18.1M Buy
+403,892
New +$17.8M 2.06% 2

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

Donoghue Forlines's KO Position: Q2 2025 in Review

Donoghue Forlines sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 32,195 shares — an estimated $2.31M sold.

Donoghue Forlines first reported a position in KO in Q2 2017 and held it in 21 quarters. The position peaked at $18.1M in Q2 2017. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Donoghue Forlines reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Donoghue Forlines sold 32,195 Coca-Cola shares in Q2 2025, an estimated $2.31M.
  • Donoghue Forlines first reported a position in Coca-Cola in Q2 2017 and held it in 21 quarters.
  • Donoghue Forlines's Coca-Cola position peaked at $18.1M in Q2 2017.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Donoghue Forlines's 13F filing for Q2 2025, filed 8 Aug 2025.