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Fortem Financial Group’s Coca-Cola KO Stock Holding History

Fortem Financial Group’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
-3,996
Closed -$283K – 174
2025
Q2 		$283K Buy
3,996
+29
+0.7% +$2.07K 0.09% 135
2025
Q1 		$284K Sell
3,967
-467
-11% -$31.2K 0.11% 158
2024
Q4 		$276K Sell
4,434
-19
-0.4% -$1.24K 0.11% 153
2024
Q3 		$320K Sell
4,453
-8,270
-65% -$566K 0.13% 143
2024
Q2 		$810K Sell
12,723
-442
-3% -$27.4K 0.35% 86
2024
Q1 		$805K Buy
13,165
+1,302
+11% +$78.2K 0.35% 89
2023
Q4 		$699K Sell
11,863
-1,678
-12% -$95.3K 0.35% 90
2023
Q3 		$758K Sell
13,541
-3,972
-23% -$238K 0.44% 74
2023
Q2 		$1.05M Buy
17,513
+663
+4% +$41.2K 0.63% 50
2023
Q1 		$1.05M Sell
16,850
-1,543
-8% -$93.4K 0.68% 47
2022
Q4 		$1.17M Sell
18,393
-4,241
-19% -$256K 0.69% 41
2022
Q3 		$1.27M Buy
+22,634
New +$1.41M 0.88% 34
2021
Q1 		– Sell
-40
Closed -$2K – 312
2020
Q4 		$2K Buy
+40
New +$2.07K ﹤0.01% 447

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

Fortem Financial Group's KO Position: Q3 2025 in Review

Fortem Financial Group sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 3,996 shares — an estimated $283K sold.

Fortem Financial Group first reported a position in KO in Q4 2020 and held it in 13 quarters. The position peaked at $1.27M in Q3 2022. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Fortem Financial Group reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Fortem Financial Group sold 3,996 Coca-Cola shares in Q3 2025, an estimated $283K.
  • Fortem Financial Group first reported a position in Coca-Cola in Q4 2020 and held it in 13 quarters.
  • Fortem Financial Group's Coca-Cola position peaked at $1.27M in Q3 2022.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Fortem Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.