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Hillsdale Investment Management’s Coca-Cola KO Stock Holding History

Hillsdale Investment 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
Q1 		– Sell
-794
Closed -$49.4K – 649
2024
Q4 		$49.4K Buy
794
+240
+43% +$15.7K ﹤0.01% 448
2024
Q3 		$39.8K Buy
+554
New +$37.9K ﹤0.01% 461
2024
Q2 		– Sell
-7,944
Closed -$486K – 642
2024
Q1 		$486K Sell
7,944
-660
-8% -$39.6K 0.04% 324
2023
Q4 		$507K Buy
8,604
+820
+11% +$46.6K 0.04% 300
2023
Q3 		$436K Buy
7,784
+4,800
+161% +$288K 0.04% 301
2023
Q2 		$180K Buy
2,984
+1,620
+119% +$101K 0.02% 326
2023
Q1 		$84.6K Buy
1,364
+350
+35% +$21.2K 0.01% 475
2022
Q4 		$64.5K Buy
1,014
+250
+33% +$15.1K 0.01% 477
2022
Q3 		$43K Hold
764
– – ﹤0.01% 471
2022
Q2 		$48K Buy
764
+204
+36% +$12.9K ﹤0.01% 460
2022
Q1 		$35K Buy
+560
New +$34.1K ﹤0.01% 483
2021
Q4 		– Sell
-1,900
Closed -$100K – 589
2021
Q3 		$100K Buy
1,900
+1,300
+217% +$72.5K 0.01% 437
2021
Q2 		$32K Buy
+600
New +$32.6K ﹤0.01% 503
2021
Q1 		– Sell
-140
Closed -$8K – 612
2020
Q4 		$8K Sell
140
-940
-87% -$48.6K ﹤0.01% 519
2020
Q3 		$53K Buy
1,080
+1,020
+1,700% +$49.1K 0.01% 423
2020
Q2 		$3K Sell
60
-1,920
-97% -$88.4K ﹤0.01% 522
2020
Q1 		$88K Buy
1,980
+1,920
+3,200% +$104K 0.01% 425
2019
Q4 		$3K Sell
60
-1,900
-97% -$102K ﹤0.01% 558
2019
Q3 		$106K Buy
1,960
+1,880
+2,350% +$101K 0.01% 418
2019
Q2 		$4K Sell
80
-20
-20% -$980 ﹤0.01% 550
2019
Q1 		$5K Sell
100
-20
-17% -$935 ﹤0.01% 524
2018
Q4 		$6K Sell
120
-20
-14% -$957 ﹤0.01% 488
2018
Q3 		$6K Hold
140
– – ﹤0.01% 385
2018
Q2 		$6K Sell
140
-30
-18% -$1.3K ﹤0.01% 405
2018
Q1 		$7K Sell
170
-70
-29% -$3.14K ﹤0.01% 368
2017
Q4 		$11K Buy
240
+10
+4% +$460 ﹤0.01% 349
2017
Q3 		$10K Buy
230
+40
+21% +$1.82K ﹤0.01% 352
2017
Q2 		$9K Buy
190
+50
+36% +$2.21K ﹤0.01% 342
2017
Q1 		$6K Buy
140
+30
+27% +$1.25K ﹤0.01% 379
2016
Q4 		$5K Sell
110
-30
-21% -$1.25K ﹤0.01% 391
2016
Q3 		$6K Buy
+140
New +$6.13K ﹤0.01% 407
2015
Q4 		– Sell
-9,100
Closed -$365K – 542
2015
Q3 		$365K Buy
9,100
+3,600
+65% +$144K 0.12% 155
2015
Q2 		$216K Buy
5,500
+1,500
+38% +$61K 0.07% 339
2015
Q1 		$162K Buy
4,000
+900
+29% +$37.6K 0.04% 359
2014
Q4 		$131K Sell
3,100
-1,700
-35% -$72.6K 0.03% 363
2014
Q3 		$205K Sell
4,800
-700
-13% -$28.9K 0.07% 301
2014
Q2 		$233K Sell
5,500
-500
-8% -$20.3K 0.05% 297
2014
Q1 		$232K Buy
6,000
+1,600
+36% +$61.8K 0.07% 280
2013
Q4 		$182K Buy
4,400
+1,500
+52% +$59.2K 0.05% 319
2013
Q3 		$110K Buy
2,900
+100
+4% +$3.95K 0.03% 351
2013
Q2 		$112K Buy
+2,800
New +$116K 0.04% 359

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

Hillsdale Investment Management's KO Position: Q1 2025 in Review

Hillsdale Investment Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 794 shares — an estimated $49.4K sold.

Hillsdale Investment Management first reported a position in KO in Q2 2013 and held it in 41 quarters. The position peaked at $507K in Q4 2023. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Hillsdale Investment Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 794 Coca-Cola shares in Q1 2025, an estimated $49.4K.
  • Hillsdale Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 41 quarters.
  • Hillsdale Investment Management's Coca-Cola position peaked at $507K in Q4 2023.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.