Interval Partners’s Coca-Cola KO Stock Holding History

Interval Partners’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
2015 Q3	–	Sell	-190,200	Closed	-$7.46M	–	162
2015 Q2	$7.46M	Sell	190,200 -159,800	-46%	-$6.5M	0.8%	38
2015 Q1	$14.2M	Buy	350,000 +225,000	+180%	+$9.41M	1.78%	15
2014 Q4	$5.28M	Buy	+125,000	New	+$5.34M	0.8%	40

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Interval Partners's KO Position: Q1 2025 in Review

Interval Partners sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 530,988 shares — an estimated $33.1M sold.

Interval Partners first reported a position in KO in Q1 2015 and held it in 5 quarters. The position peaked at $33.1M in Q4 2024. 3,372 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Interval Partners reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Interval Partners sold 530,988 Coca-Cola shares in Q1 2025, an estimated $33.1M.
Interval Partners first reported a position in Coca-Cola in Q1 2015 and held it in 5 quarters.
Interval Partners's Coca-Cola position peaked at $33.1M in Q4 2024.
3,372 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Interval Partners's 13F filing for Q1 2025, filed 15 May 2025.