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Grayhawk Investment Strategies’s Coca-Cola KO Stock Holding History

Grayhawk Investment Strategies’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
Q1 		$11K Hold
154
– – 0.03% 89
2024
Q4 		$9.59K Hold
154
– – 0.02% 94
2024
Q3 		$11.1K Hold
154
– – 0.02% 73
2024
Q2 		$9.8K Hold
154
– – 0.04% 95
2024
Q1 		$9.42K Hold
154
– – 0.01% 129
2023
Q4 		$9.07K Hold
154
– – ﹤0.01% 212
2023
Q3 		$8.62K Hold
154
– – 0.01% 114
2023
Q2 		$9.27K Hold
154
– – 0.01% 115
2023
Q1 		$13K Buy
+154
New +$9.32K 0.01% 112
2022
Q4 		– Sell
-154
Closed -$12K – 152
2022
Q3 		$12K Hold
154
– – 0.01% 116
2022
Q2 		$12K Buy
+154
New +$9.76K 0.01% 115

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Grayhawk Investment Strategies's KO Position: Q1 2025 in Review

Grayhawk Investment Strategies held its Coca-Cola (KO) position steady in Q1 2025 at 154 shares worth $11K. The position accounts for 0.03% of the portfolio, ranked #89.

Grayhawk Investment Strategies first reported a position in KO in Q2 2022 and has held it in 11 quarters since. The position peaked at $13K in Q1 2023. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Grayhawk Investment Strategies held 154 shares of Coca-Cola worth $11K as of Q1 2025.
  • Grayhawk Investment Strategies left its Coca-Cola share count unchanged in Q1 2025.
  • Coca-Cola made up 0.03% of Grayhawk Investment Strategies's portfolio in Q1 2025, its #89 holding.
  • Grayhawk Investment Strategies first reported a position in Coca-Cola in Q2 2022 and has held it in 11 quarters since.
  • Grayhawk Investment Strategies's Coca-Cola position peaked at $13K in Q1 2023.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Grayhawk Investment Strategies's 13F filing for Q1 2025, filed 15 May 2025.