L.M. Kohn & Company’s Coca-Cola KO Stock Holding History

L.M. Kohn & Company’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	$394K	Sell	5,938 -8,521	-59%	-$586K	0.47%	67
2025 Q2	$1.02M	Sell	14,459 -887	-6%	-$63.2K	0.28%	70
2025 Q1	$1.1M	Sell	15,346 -393	-2%	-$26.2K	0.29%	66
2024 Q4	$980K	Buy	15,739 +24	+0.2%	+$1.57K	0.25%	74
2024 Q3	$1.13M	Buy	15,715 +2,087	+15%	+$143K	0.29%	69
2024 Q2	$867K	Sell	13,628 -1,945	-12%	-$120K	0.23%	88
2024 Q1	$953K	Buy	15,573 +1,159	+8%	+$69.6K	0.27%	83
2023 Q4	$849K	Buy	14,414 +2,776	+24%	+$158K	0.27%	79
2023 Q3	$651K	Buy	11,638 +5	+0%	+$300	0.24%	91
2023 Q2	$701K	Buy	11,633 +345	+3%	+$21.5K	0.26%	89
2023 Q1	$700K	Buy	11,288 +154	+1%	+$9.32K	0.29%	79
2022 Q4	$708K	Buy	11,134 +441	+4%	+$26.6K	0.33%	73
2022 Q3	$599K	Sell	10,693 -1	-0%	-$62	0.29%	80
2022 Q2	$673K	Buy	10,694 +489	+5%	+$31K	0.31%	76
2022 Q1	$633K	Buy	+10,205	New	+$621K	0.24%	103

Other funds holding KO

Berkshire Hathaway

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return