KI
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Kapitalo Investimentos’s Coca-Cola KO Stock Holding History

Kapitalo Investimentos’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
-2,921
Closed -$207K – 101
2025
Q2 		$207K Buy
+2,921
New +$208K 0.04% 76
2023
Q4 		– Sell
-6,512
Closed -$365K – 631
2023
Q3 		$365K Buy
6,512
+4,402
+209% +$264K 0.05% 160
2023
Q2 		$127K Buy
+2,110
New +$131K 0.02% 317

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

Kapitalo Investimentos's KO Position: Q3 2025 in Review

Kapitalo Investimentos sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 2,921 shares — an estimated $207K sold.

Kapitalo Investimentos first reported a position in KO in Q2 2023 and held it in 3 quarters. The position peaked at $365K in Q3 2023. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Kapitalo Investimentos reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,921 Coca-Cola shares in Q3 2025, an estimated $207K.
  • Kapitalo Investimentos first reported a position in Coca-Cola in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Coca-Cola position peaked at $365K in Q3 2023.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Kapitalo Investimentos's 13F filing for Q3 2025, filed 3 Nov 2025.