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Keating Investment Counselors’s Coca-Cola KO Stock Holding History

Keating Investment Counselors’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
-5,500
Closed -$394K – 65
2025
Q1 		$394K Sell
5,500
-1,500
-21% -$100K 0.12% 52
2024
Q4 		$436K Hold
7,000
– – 0.14% 51
2024
Q3 		$503K Hold
7,000
– – 0.15% 46
2024
Q2 		$446K Sell
7,000
-6,500
-48% -$402K 0.14% 50
2024
Q1 		$826K Sell
13,500
-5,700
-30% -$342K 0.27% 46
2023
Q4 		$1.13M Hold
19,200
– – 0.4% 46
2023
Q3 		$1.07M Buy
19,200
+600
+3% +$36K 0.36% 45
2023
Q2 		$1.12M Sell
18,600
-575
-3% -$35.8K 0.4% 40
2023
Q1 		$1.19M Sell
19,175
-2,110
-10% -$128K 0.45% 39
2022
Q4 		$1.35M Buy
21,285
+7,760
+57% +$468K 0.53% 39
2022
Q3 		$758K Sell
13,525
-4,875
-26% -$303K 0.34% 41
2022
Q2 		$1.16M Sell
18,400
-13,286
-42% -$842K 0.49% 38
2022
Q1 		$1.97M Sell
31,686
-19,935
-39% -$1.21M 0.84% 34
2021
Q4 		$3.06M Hold
51,621
– – 1.35% 27
2021
Q3 		$2.71M Sell
51,621
-365
-0.7% -$20.3K 1.27% 29
2021
Q2 		$2.81M Sell
51,986
-5,510
-10% -$300K 1.29% 29
2021
Q1 		$3.03M Sell
57,496
-3,485
-6% -$175K 1.46% 27
2020
Q4 		$3.34M Sell
60,981
-9,249
-13% -$478K 1.67% 26
2020
Q3 		$3.47M Sell
70,230
-2,000
-3% -$96.2K 1.81% 24
2020
Q2 		$3.23M Sell
72,230
-260
-0.4% -$12K 1.78% 24
2020
Q1 		$3.21M Sell
72,490
-17,397
-19% -$940K 1.96% 19
2019
Q4 		$4.97M Sell
89,887
-1,565
-2% -$84.1K 2.17% 18
2019
Q3 		$4.98M Sell
91,452
-6,550
-7% -$351K 2.24% 19
2019
Q2 		$4.99M Sell
98,002
-640
-0.6% -$31.4K 2.23% 20
2019
Q1 		$4.62M Sell
98,642
-1,595
-2% -$74.6K 2.09% 21
2018
Q4 		$4.75M Sell
100,237
-1,975
-2% -$94.5K 2.4% 17
2018
Q3 		$4.72M Sell
102,212
-9,212
-8% -$421K 2.03% 20
2018
Q2 		$4.89M Sell
111,424
-2,950
-3% -$127K 2.32% 18
2018
Q1 		$4.97M Sell
114,374
-6,600
-5% -$296K 2.29% 17
2017
Q4 		$5.55M Sell
120,974
-1,995
-2% -$91.7K 2.36% 19
2017
Q3 		$5.54M Sell
122,969
-1,870
-1% -$85.1K 2.41% 17
2017
Q2 		$5.6M Sell
124,839
-1,675
-1% -$74K 2.45% 20
2017
Q1 		$5.37M Sell
126,514
-50
-0% -$2.09K 2.39% 20
2016
Q4 		$5.25M Buy
126,564
+314
+0.2% +$13.1K 2.48% 20
2016
Q3 		$5.34M Hold
126,250
– – 2.6% 19
2016
Q2 		$5.72M Sell
126,250
-2,350
-2% -$106K 2.81% 17
2016
Q1 		$5.97M Buy
128,600
+4,800
+4% +$209K 2.92% 14
2015
Q4 		$5.32M Buy
123,800
+525
+0.4% +$22.3K 2.66% 17
2015
Q3 		$4.95M Buy
123,275
+1,550
+1% +$62.1K 2.66% 16
2015
Q2 		$4.78M Buy
121,725
+2,350
+2% +$95.6K 2.44% 19
2015
Q1 		$4.84M Hold
119,375
– – 2.42% 19
2014
Q4 		$5.04M Buy
119,375
+270
+0.2% +$11.5K 2.51% 18
2014
Q3 		$5.08M Sell
119,105
-9,100
-7% -$376K 2.63% 18
2014
Q2 		$5.43M Sell
128,205
-1,390
-1% -$56.4K 2.62% 17
2014
Q1 		$5.01M Buy
129,595
+2,050
+2% +$79.2K 2.5% 20
2013
Q4 		$5.27M Hold
127,545
– – 2.69% 19
2013
Q3 		$4.83M Buy
127,545
+50
+0% +$1.98K 2.69% 20
2013
Q2 		$5.11M Buy
+127,495
New +$5.28M 2.88% 18

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

Keating Investment Counselors's KO Position: Q2 2025 in Review

Keating Investment Counselors sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 5,500 shares — an estimated $394K sold.

Keating Investment Counselors first reported a position in KO in Q2 2013 and held it in 48 quarters. The position peaked at $5.97M in Q1 2016. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Keating Investment Counselors reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Keating Investment Counselors sold 5,500 Coca-Cola shares in Q2 2025, an estimated $394K.
  • Keating Investment Counselors first reported a position in Coca-Cola in Q2 2013 and held it in 48 quarters.
  • Keating Investment Counselors's Coca-Cola position peaked at $5.97M in Q1 2016.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Keating Investment Counselors's 13F filing for Q2 2025, filed 7 Aug 2025.