Element Squared’s Coca-Cola KO Stock Holding History

Element Squared’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 Q4	–	Sell	-33,414	Closed	-$2.22M	–	58
2025 Q3	$2.22M	Buy	+33,414	New	+$2.3M	1.26%	32

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Element Squared's KO Position: Q4 2025 in Review

Element Squared sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 33,414 shares — an estimated $2.22M sold.

Element Squared first reported a position in KO in Q3 2025 and held it in 1 quarter. The position peaked at $2.22M in Q3 2025. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Element Squared reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Element Squared sold 33,414 Coca-Cola shares in Q4 2025, an estimated $2.22M.
Element Squared first reported a position in Coca-Cola in Q3 2025 and held it in 1 quarter.
Element Squared's Coca-Cola position peaked at $2.22M in Q3 2025.
3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Element Squared's 13F filing for Q4 2025, filed 20 Jan 2026.