Members Capital Advisors Inc’s Coca-Cola KO Stock Holding History

Members Capital Advisors Inc’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	–	Sell	-3,319	Closed	-$235K	–	16
2025 Q2	$235K	Hold	3,319	–	–	0.27%	16
2025 Q1	$238K	Hold	3,319	–	–	0.28%	16
2024 Q4	$207K	Hold	3,319	–	–	0.19%	19
2024 Q3	$239K	Hold	3,319	–	–	0.27%	17
2024 Q2	$211K	Hold	3,319	–	–	0.25%	16
2024 Q1	$203K	Hold	3,319	–	–	0.57%	17
2023 Q4	$196K	Sell	3,319 -33,447	-91%	-$1.9M	0.56%	17
2023 Q3	$2.06M	Hold	36,766	–	–	2.56%	6
2023 Q2	$2.21M	Sell	36,766 -6,292	-15%	-$391K	2.27%	8
2023 Q1	$2.67M	Hold	43,058	–	–	1.93%	9
2022 Q4	$2.74M	Hold	43,058	–	–	1.97%	9
2022 Q3	$2.41M	Hold	43,058	–	–	1.9%	11
2022 Q2	$2.71M	Hold	43,058	–	–	1.96%	10
2022 Q1	$2.67M	Buy	43,058 +4,945	+13%	+$301K	1.71%	14
2021 Q4	$2.26M	Hold	38,113	–	–	1.16%	24
2021 Q3	$2M	Hold	38,113	–	–	1.09%	22
2021 Q2	$2.06M	Hold	38,113	–	–	1.28%	16
2021 Q1	$2.01M	Hold	38,113	–	–	1.54%	15
2020 Q4	$2.09M	Hold	38,113	–	–	1.77%	12
2020 Q3	$1.88M	Buy	+38,113	New	+$1.83M	1.77%	17
2020 Q1	–	Sell	-29,013	Closed	-$1.61M	–	21
2019 Q4	$1.61M	Buy	+29,013	New	+$1.56M	1.22%	23

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

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

Members Capital Advisors Inc's KO Position: Q3 2025 in Review

Members Capital Advisors Inc sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 3,319 shares — an estimated $235K sold.

Members Capital Advisors Inc first reported a position in KO in Q4 2019 and held it in 21 quarters. The position peaked at $2.74M in Q4 2022. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Members Capital Advisors Inc reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Members Capital Advisors Inc sold 3,319 Coca-Cola shares in Q3 2025, an estimated $235K.
Members Capital Advisors Inc first reported a position in Coca-Cola in Q4 2019 and held it in 21 quarters.
Members Capital Advisors Inc's Coca-Cola position peaked at $2.74M in Q4 2022.
3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Members Capital Advisors Inc's 13F filing for Q3 2025, filed 24 Oct 2025.