Milestone Asset Management’s Coca-Cola KO Stock Holding History

Milestone Asset Management’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 Q4	–	Sell	-15,291	Closed	-$1.01M	–	244
2025 Q3	$1.01M	Buy	15,291 +11,697	+325%	+$805K	0.19%	92
2025 Q2	$254K	Buy	+3,594	New	+$256K	0.05%	185

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

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

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

Norges Bank Oslo, Norway $1T AUM

Milestone Asset Management's KO Position: Q4 2025 in Review

Milestone Asset Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 15,291 shares — an estimated $1.01M sold.

Milestone Asset Management first reported a position in KO in Q2 2025 and held it in 2 quarters. The position peaked at $1.01M in Q3 2025. 3,476 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Milestone Asset Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Milestone Asset Management sold 15,291 Coca-Cola shares in Q4 2025, an estimated $1.01M.
Milestone Asset Management first reported a position in Coca-Cola in Q2 2025 and held it in 2 quarters.
Milestone Asset Management's Coca-Cola position peaked at $1.01M in Q3 2025.
3,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.