HCA
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Horan Capital Advisors’s Coca-Cola KO Stock Holding History

Horan Capital Advisors’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 		$263K Hold
3,667
– – 0.09% 99
2024
Q4 		$228K Sell
3,667
-1,450
-28% -$94.6K 0.08% 105
2024
Q3 		$368K Hold
5,117
– – 0.12% 90
2024
Q2 		$326K Sell
5,117
-113
-2% -$7K 0.11% 92
2024
Q1 		$320K Hold
5,230
– – 0.11% 93
2023
Q4 		$308K Sell
5,230
-1,432
-21% -$81.3K 0.11% 91
2023
Q3 		$373K Buy
6,662
+3,265
+96% +$196K 0.15% 84
2023
Q2 		$205K Sell
3,397
-67
-2% -$4.17K 0.08% 105
2023
Q1 		$215K Buy
3,464
+67
+2% +$4.06K 0.09% 99
2022
Q4 		$216K Buy
+3,397
New +$205K 0.09% 92
2022
Q3 		– Sell
-3,394
Closed -$214K – 91
2022
Q2 		$214K Sell
3,394
-287
-8% -$18.2K 0.1% 89
2022
Q1 		$228K Buy
3,681
+243
+7% +$14.8K 0.09% 87
2021
Q4 		$204K Buy
+3,438
New +$191K 0.08% 89
2021
Q1 		– Sell
-4,135
Closed -$227K – 88
2020
Q4 		$227K Buy
4,135
+2,251
+119% +$116K 0.12% 83
2020
Q3 		$93K Buy
+1,884
New +$90.6K 0.05% 124
2020
Q1 		– Sell
-1,884
Closed -$104K – 171
2019
Q4 		$104K Buy
1,884
+100
+6% +$5.38K 0.06% 102
2019
Q3 		$97K Buy
+1,784
New +$95.5K 0.06% 104
2019
Q2 		– Sell
-1,784
Closed -$84K – 164
2019
Q1 		$84K Buy
+1,784
New +$83.4K 0.05% 113
2017
Q4 		– Sell
-2,134
Closed -$96K – 174
2017
Q3 		$96K Buy
+2,134
New +$97.1K 0.06% 106

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Horan Capital Advisors's KO Position: Q1 2025 in Review

Horan Capital Advisors held its Coca-Cola (KO) position steady in Q1 2025 at 3,667 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #99.

Horan Capital Advisors first reported a position in KO in Q3 2017 and has held it in 19 quarters since. The position peaked at $373K in Q3 2023. 3,366 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Horan Capital Advisors held 3,667 shares of Coca-Cola worth $263K as of Q1 2025.
  • Horan Capital Advisors left its Coca-Cola share count unchanged in Q1 2025.
  • Coca-Cola made up 0.09% of Horan Capital Advisors's portfolio in Q1 2025, its #99 holding.
  • Horan Capital Advisors first reported a position in Coca-Cola in Q3 2017 and has held it in 19 quarters since.
  • Horan Capital Advisors's Coca-Cola position peaked at $373K in Q3 2023.
  • 3,366 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.