Garde Capital’s Coca-Cola KO Stock Holding History

Garde Capital’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	-1,209	Closed	-$85.6K	–	547
2025 Q2	$85.6K	Buy	1,209 +784	+184%	+$55.8K	﹤0.01%	297
2025 Q1	$30.4K	Buy	+425	New	+$28.4K	﹤0.01%	398
2023 Q4	–	Sell	-8,927	Closed	-$500K	–	289
2023 Q3	$500K	Buy	8,927 +80	+0.9%	+$4.8K	0.04%	125
2023 Q2	$533K	Buy	+8,847	New	+$550K	0.04%	136
2019 Q1	–	Sell	-13,579	Closed	-$643K	–	156
2018 Q4	$643K	Buy	13,579 +279	+2%	+$13.4K	0.11%	96
2018 Q3	$662K	Buy	13,300 +400	+3%	+$18.3K	0.11%	99
2018 Q2	$566K	Hold	12,900	–	–	0.1%	104
2018 Q1	$560K	Sell	12,900 -558	-4%	-$25.1K	0.1%	97
2017 Q4	$617K	Buy	13,458 +400	+3%	+$18.4K	0.12%	94
2017 Q3	$588K	Buy	+13,058	New	+$594K	0.12%	94
2016 Q4	–	Sell	-13,900	Closed	-$558K	–	143
2016 Q3	$558K	Buy	+13,900	New	+$609K	0.18%	94
2015 Q4	–	Sell	-13,900	Closed	-$558K	–	134
2015 Q3	$558K	Hold	13,900	–	–	0.18%	94
2015 Q2	$545K	Buy	13,900 +6,100	+78%	+$248K	0.16%	95
2015 Q1	$316K	Hold	7,800	–	–	0.1%	115
2014 Q4	$329K	Buy	+7,800	New	+$333K	0.1%	109

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Garde Capital's KO Position: Q3 2025 in Review

Garde Capital sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 1,209 shares — an estimated $85.6K sold.

Garde Capital first reported a position in KO in Q4 2014 and held it in 15 quarters. The position peaked at $662K in Q3 2018. 3,285 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Garde Capital reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 1,209 Coca-Cola shares in Q3 2025, an estimated $85.6K.
Garde Capital first reported a position in Coca-Cola in Q4 2014 and held it in 15 quarters.
Garde Capital's Coca-Cola position peaked at $662K in Q3 2018.
3,285 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.