Kooman & Associates’s Coca-Cola KO Stock Holding History

Kooman & Associates’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	-3,123	Closed	-$224K	–	51
2025 Q1	$224K	Buy	+3,123	New	+$209K	0.08%	43
2024 Q4	–	Sell	-2,894	Closed	-$208K	–	51
2024 Q3	$208K	Buy	+2,894	New	+$198K	0.08%	46

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Kooman & Associates's KO Position: Q2 2025 in Review

Kooman & Associates sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,123 shares — an estimated $224K sold.

Kooman & Associates first reported a position in KO in Q3 2024 and held it in 2 quarters. The position peaked at $224K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Kooman & Associates reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Kooman & Associates sold 3,123 Coca-Cola shares in Q2 2025, an estimated $224K.
Kooman & Associates first reported a position in Coca-Cola in Q3 2024 and held it in 2 quarters.
Kooman & Associates's Coca-Cola position peaked at $224K in Q1 2025.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Kooman & Associates's 13F filing for Q2 2025, filed 16 Jul 2025.