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Keystone Financial Group (Georgia)’s Coca-Cola KO Stock Holding History

Keystone Financial Group (Georgia)’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
Q1 		– Sell
-6,327
Closed -$394K – 161
2024
Q4 		$394K Buy
+6,327
New +$413K 0.32% 43

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Keystone Financial Group (Georgia)'s KO Position: Q1 2025 in Review

Keystone Financial Group (Georgia) sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 6,327 shares — an estimated $394K sold.

Keystone Financial Group (Georgia) first reported a position in KO in Q4 2024 and held it in 1 quarter. The position peaked at $394K in Q4 2024. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Keystone Financial Group (Georgia) reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 6,327 Coca-Cola shares in Q1 2025, an estimated $394K.
  • Keystone Financial Group (Georgia) first reported a position in Coca-Cola in Q4 2024 and held it in 1 quarter.
  • Keystone Financial Group (Georgia)'s Coca-Cola position peaked at $394K in Q4 2024.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2025, filed 7 May 2025.