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Nebula Research & Development’s Coca-Cola KO Stock Holding History

Nebula Research & Development’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
-31,214
Closed -$2.21M – 465
2025
Q2 		$2.21M Sell
31,214
-28,692
-48% -$2.04M 0.19% 170
2025
Q1 		$4.29M Buy
59,906
+49,630
+483% +$3.31M 0.4% 27
2024
Q4 		$640K Buy
+10,276
New +$671K 0.08% 461
2024
Q3 		– Sell
-44,284
Closed -$2.82M – 1067
2024
Q2 		$2.82M Buy
+44,284
New +$2.74M 0.46% 4
2023
Q4 		– Sell
-12,362
Closed -$692K – 773
2023
Q3 		$692K Buy
+12,362
New +$741K 0.36% 64

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

Nebula Research & Development's KO Position: Q3 2025 in Review

Nebula Research & Development sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 31,214 shares — an estimated $2.21M sold.

Nebula Research & Development first reported a position in KO in Q3 2023 and held it in 5 quarters. The position peaked at $4.29M in Q1 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Nebula Research & Development reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 31,214 Coca-Cola shares in Q3 2025, an estimated $2.21M.
  • Nebula Research & Development first reported a position in Coca-Cola in Q3 2023 and held it in 5 quarters.
  • Nebula Research & Development's Coca-Cola position peaked at $4.29M in Q1 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.