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Inspire Advisors’s Coca-Cola KO Stock Holding History

Inspire 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
Q2 		– Sell
-19,846
Closed -$1.42M – 536
2025
Q1 		$1.42M Sell
19,846
-3
-0% -$200 0.16% 95
2024
Q4 		$1.24M Buy
+19,849
New +$1.3M 0.15% 100
2021
Q1 		– Sell
-66
Closed -$4K – 435
2020
Q4 		$4K Buy
+66
New +$3.41K ﹤0.01% 632

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Inspire Advisors's KO Position: Q2 2025 in Review

Inspire Advisors sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 19,846 shares — an estimated $1.42M sold.

Inspire Advisors first reported a position in KO in Q4 2020 and held it in 3 quarters. The position peaked at $1.42M in Q1 2025. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Inspire Advisors reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Inspire Advisors sold 19,846 Coca-Cola shares in Q2 2025, an estimated $1.42M.
  • Inspire Advisors first reported a position in Coca-Cola in Q4 2020 and held it in 3 quarters.
  • Inspire Advisors's Coca-Cola position peaked at $1.42M in Q1 2025.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Inspire Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.