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Freestone Grove Partners’s Coca-Cola KO Stock Holding History

Freestone Grove 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
2026
Q1 		– Sell
-557,270
Closed -$39M – 1092
2025
Q4 		$39M Buy
+557,270
New +$38.8M 0.28% 112
2025
Q1 		– Sell
-792,052
Closed -$49.3M – 699
2024
Q4 		$49.3M Buy
+792,052
New +$51.7M 0.6% 47

Other funds holding KO

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Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freestone Grove Partners's KO Position: Q1 2026 in Review

Freestone Grove Partners sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 557,270 shares — an estimated $39M sold.

Freestone Grove Partners first reported a position in KO in Q4 2024 and held it in 2 quarters. The position peaked at $49.3M in Q4 2024. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Freestone Grove Partners reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 557,270 Coca-Cola shares in Q1 2026, an estimated $39M.
  • Freestone Grove Partners first reported a position in Coca-Cola in Q4 2024 and held it in 2 quarters.
  • Freestone Grove Partners's Coca-Cola position peaked at $49.3M in Q4 2024.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.