FPCP
KO icon

Fort Point Capital Partners’s Coca-Cola KO Stock Holding History

Fort Point Capital Partners’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
-5,275
Closed -$376K – 281
2025
Q2 		$376K Sell
5,275
-185
-3% -$13.2K 0.03% 255
2025
Q1 		$391K Sell
5,460
-456
-8% -$30.5K 0.04% 234
2024
Q4 		$368K Buy
5,916
+726
+14% +$47.4K 0.04% 234
2024
Q3 		$373K Buy
5,190
+327
+7% +$22.4K 0.05% 208
2024
Q2 		$310K Buy
4,863
+33
+0.7% +$2.04K 0.04% 250
2024
Q1 		$295K Sell
4,830
-205
-4% -$12.3K 0.04% 261
2023
Q4 		$297K Sell
5,035
-115
-2% -$6.53K 0.04% 240
2023
Q3 		$288K Sell
5,150
-300
-6% -$18K 0.04% 217
2023
Q2 		$328K Buy
5,450
+1,927
+55% +$120K 0.05% 208
2023
Q1 		$219K Buy
+3,523
New +$213K 0.03% 249

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

Fort Point Capital Partners's KO Position: Q3 2025 in Review

Fort Point Capital Partners sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 5,275 shares — an estimated $376K sold.

Fort Point Capital Partners first reported a position in KO in Q1 2023 and held it in 10 quarters. The position peaked at $391K in Q1 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Fort Point Capital Partners reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 5,275 Coca-Cola shares in Q3 2025, an estimated $376K.
  • Fort Point Capital Partners first reported a position in Coca-Cola in Q1 2023 and held it in 10 quarters.
  • Fort Point Capital Partners's Coca-Cola position peaked at $391K in Q1 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.