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Kelman-Lazarov Inc’s Coca-Cola KO Stock Holding History

Kelman-Lazarov Inc’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
-2,872
Closed -$203K – 135
2025
Q2 		$203K Buy
+2,872
New +$205K 0.03% 121
2023
Q4 		– Sell
-3,997
Closed -$224K – 103
2023
Q3 		$224K Sell
3,997
-179
-4% -$10.7K 0.05% 93
2023
Q2 		$251K Sell
4,176
-175
-4% -$10.9K 0.06% 91
2023
Q1 		$270K Buy
4,351
+714
+20% +$43.2K 0.07% 84
2022
Q4 		$231K Buy
3,637
+37
+1% +$2.23K 0.07% 87
2022
Q3 		$202K Hold
3,600
– – 0.07% 83
2022
Q2 		$226K Hold
3,600
– – 0.08% 78
2022
Q1 		$223K Hold
3,600
– – 0.07% 79
2021
Q4 		$213K Buy
+3,600
New +$200K 0.07% 81
2016
Q4 		– Sell
-2,130
Closed -$89.1K – 336
2016
Q3 		$89.1K Hold
2,130
– – 0.05% 148
2016
Q2 		$96.1K Sell
2,130
-5,350
-72% -$242K 0.05% 145
2016
Q1 		$350K Buy
+7,480
New +$326K 0.2% 98

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

Kelman-Lazarov Inc's KO Position: Q3 2025 in Review

Kelman-Lazarov Inc sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 2,872 shares — an estimated $203K sold.

Kelman-Lazarov Inc first reported a position in KO in Q1 2016 and held it in 12 quarters. The position peaked at $350K in Q1 2016. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Kelman-Lazarov Inc reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,872 Coca-Cola shares in Q3 2025, an estimated $203K.
  • Kelman-Lazarov Inc first reported a position in Coca-Cola in Q1 2016 and held it in 12 quarters.
  • Kelman-Lazarov Inc's Coca-Cola position peaked at $350K in Q1 2016.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2025, filed 12 Nov 2025.