Moloney Securities Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.56M | Sell |
38,544
-2,221
| -5% | -$153K | 0.3% | 76 |
|
|
2025
Q2 | $2.88M | Sell |
40,765
-133
| -0.3% | -$9.47K | 0.36% | 54 |
|
|
2025
Q1 | $2.93M | Sell |
40,898
-7,937
| -16% | -$530K | 0.4% | 53 |
|
|
2024
Q4 | $3.04M | Sell |
48,835
-454
| -0.9% | -$29.6K | 0.41% | 62 |
|
|
2024
Q3 | $3.54M | Sell |
49,289
-2,209
| -4% | -$151K | 0.47% | 54 |
|
|
2024
Q2 | $3.28M | Buy |
51,498
+439
| +0.9% | +$27.2K | 0.47% | 50 |
|
|
2024
Q1 | $3.12M | Sell |
51,059
-214
| -0.4% | -$12.9K | 0.47% | 58 |
|
|
2023
Q4 | $3.02M | Sell |
51,273
-783
| -2% | -$44.5K | 0.48% | 54 |
|
|
2023
Q3 | $2.91M | Sell |
52,056
-1,897
| -4% | -$114K | 0.53% | 47 |
|
|
2023
Q2 | $3.25M | Buy |
53,953
+6,556
| +14% | +$408K | 0.57% | 42 |
|
|
2023
Q1 | $2.94M | Sell |
47,397
-1,395
| -3% | -$84.5K | 0.55% | 49 |
|
|
2022
Q4 | $3.1M | Buy |
48,792
+293
| +0.6% | +$17.7K | 0.69% | 37 |
|
|
2022
Q3 | $2.72M | Buy |
48,499
+288
| +0.6% | +$17.9K | 0.66% | 39 |
|
|
2022
Q2 | $3.03M | Sell |
48,211
-556
| -1% | -$35.2K | 0.71% | 33 |
|
|
2022
Q1 | $3.02M | Sell |
48,767
-1,772
| -4% | -$108K | 0.59% | 44 |
|
|
2021
Q4 | $2.99M | Sell |
50,539
-1,987
| -4% | -$111K | 0.51% | 46 |
|
|
2021
Q3 | $2.76M | Buy |
52,526
+3,668
| +8% | +$204K | 0.5% | 59 |
|
|
2021
Q2 | $2.64M | Buy |
48,858
+1,085
| +2% | +$59K | 0.48% | 64 |
|
|
2021
Q1 | $2.52M | Sell |
47,773
-14,592
| -23% | -$734K | 0.5% | 64 |
|
|
2020
Q4 | $3.42M | Sell |
62,365
-914
| -1% | -$47.3K | 0.76% | 31 |
|
|
2020
Q3 | $3.12M | Buy |
63,279
+1,548
| +3% | +$74.4K | 0.82% | 31 |
|
|
2020
Q2 | $2.76M | Buy |
61,731
+5,956
| +11% | +$274K | 0.8% | 33 |
|
|
2020
Q1 | $2.47M | Buy |
55,775
+28,272
| +103% | +$1.53M | 0.88% | 30 |
|
|
2019
Q4 | $1.52M | Buy |
27,503
+3,123
| +13% | +$168K | 0.47% | 53 |
|
|
2019
Q3 | $1.33M | Sell |
24,380
-1,030
| -4% | -$55.2K | 0.44% | 61 |
|
|
2019
Q2 | $1.29M | Buy |
25,410
+25
| +0.1% | +$1.23K | 0.43% | 59 |
|
|
2019
Q1 | $1.19M | Sell |
25,385
-2,850
| -10% | -$133K | 0.41% | 64 |
|
|
2018
Q4 | $1.34M | Sell |
28,235
-4,173
| -13% | -$200K | 0.55% | 47 |
|
|
2018
Q3 | $1.5M | Buy |
32,408
+1,520
| +5% | +$69.4K | 0.52% | 51 |
|
|
2018
Q2 | $1.35M | Buy |
30,888
+591
| +2% | +$25.5K | 0.51% | 52 |
|
|
2018
Q1 | $1.32M | Sell |
30,297
-4,273
| -12% | -$192K | 0.53% | 50 |
|
|
2017
Q4 | $1.59M | Buy |
34,570
+602
| +2% | +$27.7K | 0.67% | 37 |
|
|
2017
Q3 | $1.53M | Buy |
33,968
+6,764
| +25% | +$308K | 0.68% | 36 |
|
|
2017
Q2 | $1.22M | Buy |
27,204
+3,264
| +14% | +$144K | 0.61% | 44 |
|
|
2017
Q1 | $1.02M | Sell |
23,940
-17,411
| -42% | -$726K | 0.53% | 53 |
|
|
2016
Q4 | $1.71M | Buy |
+41,351
| New | +$1.72M | 1.04% | 22 |
|
Other funds holding KO
Moloney Securities Asset Management's KO Position: Q3 2025 in Review
Moloney Securities Asset Management reduced its Coca-Cola (KO) stake by 5.4% in Q3 2025, selling an estimated $153K and leaving 38,544 shares worth $2.56M. The position accounts for 0.3% of the portfolio, ranked #76.
Moloney Securities Asset Management first reported a position in KO in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.54M in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.
- Moloney Securities Asset Management held 38,544 shares of Coca-Cola worth $2.56M as of Q3 2025.
- Moloney Securities Asset Management sold 2,221 Coca-Cola shares in Q3 2025, an estimated $153K.
- Coca-Cola made up 0.3% of Moloney Securities Asset Management's portfolio in Q3 2025, its #76 holding.
- Moloney Securities Asset Management first reported a position in Coca-Cola in Q4 2016 and has held it in 36 quarters since.
- Moloney Securities Asset Management's Coca-Cola position peaked at $3.54M in Q3 2024.
- 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.
Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.