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Horizon Kinetics Asset Management’s Coca-Cola KO Stock Holding History

Horizon Kinetics 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
Q1 		– Sell
-5,870
Closed -$365K – 354
2024
Q4 		$365K Sell
5,870
-150
-2% -$9.79K ﹤0.01% 260
2024
Q3 		$433K Buy
6,020
+280
+5% +$19.2K 0.01% 249
2024
Q2 		$365K Hold
5,740
– – 0.01% 239
2024
Q1 		$351K Buy
5,740
+100
+2% +$6.01K 0.01% 242
2023
Q4 		$332K Buy
+5,640
New +$320K 0.01% 244

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

Horizon Kinetics Asset Management's KO Position: Q1 2025 in Review

Horizon Kinetics Asset Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 5,870 shares — an estimated $365K sold.

Horizon Kinetics Asset Management first reported a position in KO in Q4 2023 and held it in 5 quarters. The position peaked at $433K in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Horizon Kinetics Asset Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 5,870 Coca-Cola shares in Q1 2025, an estimated $365K.
  • Horizon Kinetics Asset Management first reported a position in Coca-Cola in Q4 2023 and held it in 5 quarters.
  • Horizon Kinetics Asset Management's Coca-Cola position peaked at $433K in Q3 2024.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2025, filed 15 May 2025.