Guerra Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.02M Buy
30,449
+10,640
+54% +$732K 0.75% 41
2025
Q2
$1.4M Buy
19,809
+3,043
+18% +$217K 0.66% 42
2025
Q1
$1.2M Sell
16,766
-6,470
-28% -$432K 0.67% 40
2024
Q4
$1.45M Buy
+23,236
New +$1.52M 0.8% 29

Other funds holding KO

Guerra Advisors's KO Position: Q3 2025 in Review

Guerra Advisors increased its Coca-Cola (KO) stake by 54% in Q3 2025, buying an estimated $732K and bringing the position to 30,449 shares worth $2.02M. The position accounts for 0.75% of the portfolio, ranked #41.

Guerra Advisors first reported a position in KO in Q4 2024 and has held it in 4 quarters since. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Guerra Advisors held 30,449 shares of Coca-Cola worth $2.02M as of Q3 2025.
  • Guerra Advisors bought 10,640 Coca-Cola shares in Q3 2025, an estimated $732K.
  • Coca-Cola made up 0.75% of Guerra Advisors's portfolio in Q3 2025, its #41 holding.
  • Guerra Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 4 quarters since.
  • 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.