Howard Bailey Securities’s Coca-Cola KO Stock Holding History

Howard Bailey Securities’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	-4,146	Closed	-$297K	–	163
2025 Q1	$297K	Buy	+4,146	New	+$277K	0.1%	111

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 $134M AUM 21.11% 1-Year Est. Return

Howard Bailey Securities's KO Position: Q2 2025 in Review

Howard Bailey Securities sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 4,146 shares — an estimated $297K sold.

Howard Bailey Securities first reported a position in KO in Q1 2025 and held it in 1 quarter. The position peaked at $297K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Howard Bailey Securities reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Howard Bailey Securities sold 4,146 Coca-Cola shares in Q2 2025, an estimated $297K.
Howard Bailey Securities first reported a position in Coca-Cola in Q1 2025 and held it in 1 quarter.
Howard Bailey Securities's Coca-Cola position peaked at $297K in Q1 2025.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.