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Greenline Partners’s Coca-Cola KO Stock Holding History

Greenline Partners’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
Q2 		– Sell
-1,268
Closed -$90.8K – 376
2025
Q1 		$90.8K Buy
1,268
+22
+2% +$1.47K 0.01% 159
2024
Q4 		$77.6K Buy
+1,246
New +$81.3K 0.01% 162
2018
Q2 		– Sell
-39,892
Closed -$1.73M – 66
2018
Q1 		$1.73M Sell
39,892
-12,385
-24% -$556K 0.58% 43
2017
Q4 		$2.4M Buy
+52,277
New +$2.4M 0.8% 40

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Greenline Partners's KO Position: Q2 2025 in Review

Greenline Partners sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 1,268 shares — an estimated $90.8K sold.

Greenline Partners first reported a position in KO in Q4 2017 and held it in 4 quarters. The position peaked at $2.4M in Q4 2017. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Greenline Partners reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Greenline Partners sold 1,268 Coca-Cola shares in Q2 2025, an estimated $90.8K.
  • Greenline Partners first reported a position in Coca-Cola in Q4 2017 and held it in 4 quarters.
  • Greenline Partners's Coca-Cola position peaked at $2.4M in Q4 2017.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Greenline Partners's 13F filing for Q2 2025, filed 14 Aug 2025.