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

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 $5.7T AUM 30.48% 1-Year Est. Return

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 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 $1.47T 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