Friedenthal Financial’s Coca-Cola KO Stock Holding History

Friedenthal Financial’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	-13,739	Closed	-$972K	–	302
2025 Q2	$972K	Buy	+13,739	New	+$979K	0.53%	40

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Friedenthal Financial's KO Position: Q3 2025 in Review

Friedenthal Financial sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 13,739 shares — an estimated $972K sold.

Friedenthal Financial first reported a position in KO in Q2 2025 and held it in 1 quarter. The position peaked at $972K in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Friedenthal Financial reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Friedenthal Financial sold 13,739 Coca-Cola shares in Q3 2025, an estimated $972K.
Friedenthal Financial first reported a position in Coca-Cola in Q2 2025 and held it in 1 quarter.
Friedenthal Financial's Coca-Cola position peaked at $972K in Q2 2025.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Friedenthal Financial's 13F filing for Q3 2025, filed 15 Oct 2025.