Gifford Fong Associates’s Coca-Cola KO Stock Holding History

Gifford Fong Associates’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	$2.59M	Hold	37,000	–	–	0.52%	54
2025 Q3	$2.45M	Hold	37,000	–	–	0.52%	56
2025 Q2	$2.62M	Hold	37,000	–	–	0.6%	54
2025 Q1	$2.65M	Hold	37,000	–	–	0.66%	55
2024 Q4	$2.3M	Hold	37,000	–	–	0.57%	55
2024 Q3	$2.66M	Hold	37,000	–	–	0.66%	47
2024 Q2	$2.35M	Hold	37,000	–	–	0.62%	49
2024 Q1	$2.26M	Hold	37,000	–	–	0.62%	55
2023 Q4	$2.18M	Hold	37,000	–	–	0.46%	58
2023 Q3	$2.07M	Hold	37,000	–	–	0.5%	58
2023 Q2	$2.23M	Hold	37,000	–	–	0.52%	54
2023 Q1	$2.29M	Hold	37,000	–	–	0.6%	55
2022 Q4	$2.35M	Hold	37,000	–	–	0.54%	53
2022 Q3	$2.07M	Hold	37,000	–	–	0.51%	51
2022 Q2	$2.33M	Hold	37,000	–	–	0.54%	47
2022 Q1	$2.29M	Hold	37,000	–	–	0.42%	58
2021 Q4	$2.19M	Hold	37,000	–	–	0.38%	62
2021 Q3	$1.94M	Hold	37,000	–	–	0.38%	65
2021 Q2	$2M	Hold	37,000	–	–	0.39%	62
2021 Q1	$1.95M	Hold	37,000	–	–	0.42%	63
2020 Q4	$2.03M	Hold	37,000	–	–	0.47%	56
2020 Q3	$1.83M	Hold	37,000	–	–	0.49%	53
2020 Q2	$1.65M	Hold	37,000	–	–	0.5%	53
2020 Q1	$1.64M	Hold	37,000	–	–	0.6%	43
2019 Q4	$2.05M	Hold	37,000	–	–	0.6%	44
2019 Q3	$2.01M	Hold	37,000	–	–	0.66%	42
2019 Q2	$1.88M	Hold	37,000	–	–	0.63%	43
2019 Q1	$1.73M	Hold	37,000	–	–	0.57%	46
2018 Q4	$1.75M	Hold	37,000	–	–	0.66%	44
2018 Q3	$1.71M	Hold	37,000	–	–	0.54%	51
2018 Q2	$1.62M	Hold	37,000	–	–	0.56%	49
2018 Q1	$1.61M	Buy	+37,000	New	+$1.66M	0.66%	45

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

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

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

Norges Bank Oslo, Norway $935B AUM

Gifford Fong Associates's KO Position: Q4 2025 in Review

Gifford Fong Associates held its Coca-Cola (KO) position steady in Q4 2025 at 37,000 shares worth $2.59M. The position accounts for 0.52% of the portfolio, ranked #54.

Gifford Fong Associates first reported a position in KO in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.66M in Q3 2024. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Gifford Fong Associates held 37,000 shares of Coca-Cola worth $2.59M as of Q4 2025.
Gifford Fong Associates left its Coca-Cola share count unchanged in Q4 2025.
Coca-Cola made up 0.52% of Gifford Fong Associates's portfolio in Q4 2025, its #54 holding.
Gifford Fong Associates first reported a position in Coca-Cola in Q1 2018 and has held it in 32 quarters since.
Gifford Fong Associates's Coca-Cola position peaked at $2.66M in Q3 2024.
3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.