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Flaharty Asset Management’s Coca-Cola KO Stock Holding History

Flaharty Asset Management’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
-681
Closed -$48.8K – 314
2025
Q1 		$48.8K Buy
+681
New +$45.5K 0.01% 216
2024
Q4 		– Sell
-674
Closed -$48.4K – 280
2024
Q3 		$48.4K Buy
+674
New +$46.2K 0.01% 217
2023
Q4 		– Sell
-674
Closed -$37.7K – 288
2023
Q3 		$37.7K Buy
+674
New +$40.4K 0.01% 217

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

Flaharty Asset Management's KO Position: Q2 2025 in Review

Flaharty Asset Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 681 shares — an estimated $48.8K sold.

Flaharty Asset Management first reported a position in KO in Q3 2023 and held it in 3 quarters. The position peaked at $48.8K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Flaharty Asset Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 681 Coca-Cola shares in Q2 2025, an estimated $48.8K.
  • Flaharty Asset Management first reported a position in Coca-Cola in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Coca-Cola position peaked at $48.8K in Q1 2025.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.