Lion Street Advisors’s Coca-Cola KO Stock Holding History

Lion Street Advisors’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	$1.61M	Buy	28,617 +15,388	+116%	+$1.06M	0.56%	26
2025 Q2	$936K	Buy	13,229 +389	+3%	+$27.7K	0.28%	82
2025 Q1	$920K	Sell	12,840 -968	-7%	-$64.6K	0.29%	73
2024 Q4	$860K	Buy	13,808 +187	+1%	+$12.2K	0.27%	77
2024 Q3	$979K	Sell	13,621 -16,304	-54%	-$1.12M	0.34%	65
2024 Q2	$1.9M	Buy	29,925 +3	+0%	+$186	0.71%	27
2024 Q1	$1.76M	Hold	29,922	–	–	0.72%	27
2023 Q4	$1.76M	Sell	29,922 -1,934	-6%	-$110K	0.72%	27
2023 Q3	$1.78M	Buy	31,856 +2,291	+8%	+$137K	0.58%	22
2023 Q2	$1.67M	Buy	29,565 +2,550	+9%	+$159K	0.56%	26
2023 Q1	$1.68M	Buy	27,015 +15,993	+145%	+$968K	0.52%	25
2022 Q4	$621K	Buy	11,022 +1,604	+17%	+$96.8K	0.33%	48
2022 Q3	$529K	Sell	9,418 -1,604	-15%	-$99.7K	0.26%	54
2022 Q2	$620K	Buy	11,022 +1,363	+14%	+$86.4K	0.32%	48
2022 Q1	$594K	Sell	9,659 -1,382	-13%	-$84K	0.3%	48
2021 Q4	$655K	Buy	11,041 +140	+1%	+$7.8K	0.32%	47
2021 Q3	$566K	Buy	+10,901	New	+$608K	0.31%	55
2020 Q2	–	Sell	-68	Closed	-$3K	–	232
2020 Q1	$3K	Buy	+68	New	+$3.67K	0.02%	317

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lion Street Advisors's KO Position: Q3 2025 in Review

Lion Street Advisors increased its Coca-Cola (KO) stake by 116% in Q3 2025, buying an estimated $1.06M and bringing the position to 28,617 shares worth $1.61M. The position accounts for 0.56% of the portfolio, ranked #26.

Lion Street Advisors first reported a position in KO in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.9M in Q2 2024. 3,285 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Lion Street Advisors held 28,617 shares of Coca-Cola worth $1.61M as of Q3 2025.
Lion Street Advisors bought 15,388 Coca-Cola shares in Q3 2025, an estimated $1.06M.
Coca-Cola made up 0.56% of Lion Street Advisors's portfolio in Q3 2025, its #26 holding.
Lion Street Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 18 quarters since.
Lion Street Advisors's Coca-Cola position peaked at $1.9M in Q2 2024.
3,285 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.