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iSAM Funds (UK)’s Coca-Cola KO Stock Holding History

iSAM Funds (UK)’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
-68,768
Closed -$4.87M – 731
2025
Q2 		$4.87M Buy
+68,768
New +$4.9M 1.07% 6
2024
Q4 		– Sell
-13,750
Closed -$988K – 341
2024
Q3 		$988K Buy
+13,750
New +$942K 0.56% 48
2024
Q1 		– Sell
-22,724
Closed -$1.34M – 304
2023
Q4 		$1.34M Buy
+22,724
New +$1.29M 0.96% 29
2023
Q3 		– Sell
-33,181
Closed -$2M – 292
2023
Q2 		$2M Buy
+33,181
New +$2.06M 1.79% 3

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

iSAM Funds (UK)'s KO Position: Q3 2025 in Review

iSAM Funds (UK) sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 68,768 shares — an estimated $4.87M sold.

iSAM Funds (UK) first reported a position in KO in Q2 2023 and held it in 4 quarters. The position peaked at $4.87M in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • iSAM Funds (UK) reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 68,768 Coca-Cola shares in Q3 2025, an estimated $4.87M.
  • iSAM Funds (UK) first reported a position in Coca-Cola in Q2 2023 and held it in 4 quarters.
  • iSAM Funds (UK)'s Coca-Cola position peaked at $4.87M in Q2 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on iSAM Funds (UK)'s 13F filing for Q3 2025, filed 14 Nov 2025.