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Investment Management Corporation’s Coca-Cola KO Stock Holding History

Investment Management Corporation’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
Q3 		– Sell
-1,449
Closed -$103K – 109
2025
Q2 		$103K Buy
1,449
+10
+0.7% +$712 0.09% 60
2025
Q1 		$103K Hold
1,439
– – 0.09% 63
2024
Q4 		$89.6K Buy
+1,439
New +$93.9K 0.08% 63

Other funds holding KO

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Management Corporation's KO Position: Q3 2025 in Review

Investment Management Corporation sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 1,449 shares — an estimated $103K sold.

Investment Management Corporation first reported a position in KO in Q4 2024 and held it in 3 quarters. The position peaked at $103K in Q1 2025. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Investment Management Corporation reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Investment Management Corporation sold 1,449 Coca-Cola shares in Q3 2025, an estimated $103K.
  • Investment Management Corporation first reported a position in Coca-Cola in Q4 2024 and held it in 3 quarters.
  • Investment Management Corporation's Coca-Cola position peaked at $103K in Q1 2025.
  • 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Investment Management Corporation's 13F filing for Q3 2025, filed 30 Oct 2025.