GIM
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Generate Investment Management’s Coca-Cola KO Stock Holding History

Generate Investment Management’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
Q4 		– Sell
-194,731
Closed -$12.9M – 92
2025
Q3 		$12.9M Buy
194,731
+83,526
+75% +$5.75M 0.66% 42
2025
Q2 		$7.87M Buy
111,205
+43,375
+64% +$3.09M 0.44% 64
2025
Q1 		$4.86M Buy
+67,830
New +$4.53M 0.34% 69
2024
Q1 		– Sell
-153,340
Closed -$9.04M – 83
2023
Q4 		$9.04M Buy
+153,340
New +$8.71M 0.78% 48

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Generate Investment Management's KO Position: Q4 2025 in Review

Generate Investment Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 194,731 shares — an estimated $12.9M sold.

Generate Investment Management first reported a position in KO in Q4 2023 and held it in 4 quarters. The position peaked at $12.9M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Generate Investment Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Generate Investment Management sold 194,731 Coca-Cola shares in Q4 2025, an estimated $12.9M.
  • Generate Investment Management first reported a position in Coca-Cola in Q4 2023 and held it in 4 quarters.
  • Generate Investment Management's Coca-Cola position peaked at $12.9M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Generate Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.