Hedges Asset Management’s Coca-Cola KO Stock Holding History

Hedges Asset 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 Q2	–	Sell	-3,000	Closed	-$215K	–	109
2025 Q1	$215K	Sell	3,000 -2,200	-42%	-$147K	0.14%	103
2024 Q4	$324K	Hold	5,200	–	–	0.21%	90
2024 Q3	$374K	Sell	5,200 -2,400	-32%	-$164K	0.25%	80
2024 Q2	$484K	Hold	7,600	–	–	0.35%	74
2024 Q1	$465K	Hold	7,600	–	–	0.33%	73
2023 Q4	$448K	Hold	7,600	–	–	0.35%	72
2023 Q3	$425K	Hold	7,600	–	–	0.37%	72
2023 Q2	$458K	Hold	7,600	–	–	0.39%	70
2023 Q1	$471K	Hold	7,600	–	–	0.4%	69
2022 Q4	$483K	Hold	7,600	–	–	0.43%	62
2022 Q3	$426K	Hold	7,600	–	–	0.43%	61
2022 Q2	$478K	Sell	7,600 -1,000	-12%	-$63.4K	0.45%	62
2022 Q1	$533K	Sell	8,600 -1,000	-10%	-$60.8K	0.41%	70
2021 Q4	$568K	Buy	+9,600	New	+$535K	0.44%	63

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

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Hedges Asset Management's KO Position: Q2 2025 in Review

Hedges Asset Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,000 shares — an estimated $215K sold.

Hedges Asset Management first reported a position in KO in Q4 2021 and held it in 14 quarters. The position peaked at $568K in Q4 2021. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Hedges Asset Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Hedges Asset Management sold 3,000 Coca-Cola shares in Q2 2025, an estimated $215K.
Hedges Asset Management first reported a position in Coca-Cola in Q4 2021 and held it in 14 quarters.
Hedges Asset Management's Coca-Cola position peaked at $568K in Q4 2021.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Hedges Asset Management's 13F filing for Q2 2025, filed 7 Jul 2025.