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McClarren Financial Advisors’s Coca-Cola KO Stock Holding History

McClarren Financial 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
Q2 		– Sell
-2,321
Closed -$163K – 195
2025
Q1 		$163K Buy
+2,321
New +$155K 0.11% 78
2024
Q4 		– Sell
-1,724
Closed -$347 – 268
2024
Q3 		$347 Buy
1,724
+1,343
+352% +$92K 0.04% 59
2024
Q2 		$117K Sell
381
-1,453
-79% -$89.9K 0.08% 98
2024
Q1 		$113K Buy
1,834
+200
+12% +$12K 0.08% 100
2023
Q4 		$96K Buy
1,634
+25
+2% +$1.42K 0.07% 115
2023
Q3 		$90K Sell
1,609
-475
-23% -$28.5K 0.08% 109
2023
Q2 		$125K Buy
2,084
+192
+10% +$11.9K 0.1% 90
2023
Q1 		$115K Sell
1,892
-2
-0.1% -$121 0.1% 93
2022
Q4 		$120K Buy
1,894
+817
+76% +$49.3K 0.11% 91
2022
Q3 		$60K Buy
+1,077
New +$66.9K 0.06% 116
2022
Q2 		– Sell
-1,074
Closed -$66K – 155
2022
Q1 		$66K Sell
1,074
-3
-0.3% -$182 0.05% 108
2021
Q4 		$64K Buy
1,077
+168
+18% +$9.36K 0.04% 123
2021
Q3 		$47K Buy
909
+7
+0.8% +$390 0.04% 119
2021
Q2 		$48K Buy
902
+418
+86% +$22.7K 0.04% 116
2021
Q1 		$26K Hold
484
– – 0.02% 139
2020
Q4 		$26K Buy
+484
New +$25K 0.03% 128

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

McClarren Financial Advisors's KO Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 2,321 shares — an estimated $163K sold.

McClarren Financial Advisors first reported a position in KO in Q4 2020 and held it in 16 quarters. The position peaked at $163K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 2,321 Coca-Cola shares in Q2 2025, an estimated $163K.
  • McClarren Financial Advisors first reported a position in Coca-Cola in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Coca-Cola position peaked at $163K in Q1 2025.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.