New Jersey Better Educational Savings Trust’s Coca-Cola KO Stock Holding History

New Jersey Better Educational Savings Trust’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	-3,028	Closed	-$217K	–	22
2025 Q1	$217K	Buy	+3,028	New	+$202K	0.42%	28
2024 Q4	–	Sell	-3,028	Closed	-$218K	–	34
2024 Q3	$218K	Buy	+3,028	New	+$207K	0.41%	27
2024 Q2	–	Sell	-3,666	Closed	-$224K	–	59
2024 Q1	$224K	Hold	3,666	–	–	0.42%	80
2023 Q4	$216K	Hold	3,666	–	–	0.46%	79
2023 Q3	$205K	Hold	3,666	–	–	0.5%	76
2023 Q2	$221K	Hold	3,666	–	–	0.52%	72
2023 Q1	$227K	Hold	3,666	–	–	0.62%	64
2022 Q4	$233K	Hold	3,666	–	–	0.69%	56
2022 Q3	$205K	Hold	3,666	–	–	0.69%	59
2022 Q2	$231K	Hold	3,666	–	–	0.73%	53
2022 Q1	$227K	Hold	3,666	–	–	0.55%	68
2021 Q4	$217K	Sell	3,666 -1,490	-29%	-$83K	0.48%	79
2021 Q3	$271K	Hold	5,156	–	–	0.54%	72
2021 Q2	$279K	Hold	5,156	–	–	0.56%	70
2021 Q1	$272K	Sell	5,156 -3,000	-37%	-$151K	0.6%	65
2020 Q4	$447K	Sell	8,156 -2,044	-20%	-$106K	0.83%	34
2020 Q3	$504K	Hold	10,200	–	–	0.83%	42
2020 Q2	$456K	Hold	10,200	–	–	0.84%	39
2020 Q1	$451K	Hold	10,200	–	–	1.06%	33
2019 Q4	$565K	Buy	+10,200	New	+$548K	0.96%	32
2017 Q1	–	Sell	-33,000	Closed	-$1.37M	–	181
2016 Q4	$1.37M	Buy	33,000 +17,000	+106%	+$707K	0.87%	26
2016 Q3	$677K	Buy	+16,000	New	+$701K	0.44%	77
2015 Q2	–	Sell	-54,000	Closed	-$2.19M	–	178
2015 Q1	$2.19M	Sell	54,000 -4,000	-7%	-$167K	0.96%	18
2014 Q4	$2.45M	Buy	58,000 +34,000	+142%	+$1.45M	1.09%	17
2014 Q3	$1.02M	Buy	+24,000	New	+$992K	0.47%	72

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

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

New Jersey Better Educational Savings Trust's KO Position: Q2 2025 in Review

New Jersey Better Educational Savings Trust sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,028 shares — an estimated $217K sold.

New Jersey Better Educational Savings Trust first reported a position in KO in Q3 2014 and held it in 25 quarters. The position peaked at $2.45M in Q4 2014. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

New Jersey Better Educational Savings Trust reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 3,028 Coca-Cola shares in Q2 2025, an estimated $217K.
New Jersey Better Educational Savings Trust first reported a position in Coca-Cola in Q3 2014 and held it in 25 quarters.
New Jersey Better Educational Savings Trust's Coca-Cola position peaked at $2.45M in Q4 2014.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2025, filed 5 Aug 2025.