Ninepoint Partners’s Coca-Cola KO Stock Holding History

Ninepoint Partners’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	$504K	Buy	7,212 +3,514	+95%	+$245K	0.06%	116
2025 Q3	$245K	Buy	+3,698	New	+$255K	0.03%	111
2023 Q4	–	Sell	-10,391	Closed	-$582K	–	102
2023 Q3	$582K	Hold	10,391	–	–	0.06%	65
2023 Q2	$626K	Hold	10,391	–	–	0.08%	61
2023 Q1	$645K	Buy	10,391 +3,133	+43%	+$190K	0.08%	47
2022 Q4	$462K	Hold	7,258	–	–	0.06%	49
2022 Q3	$407K	Hold	7,258	–	–	0.07%	53
2022 Q2	$457K	Hold	7,258	–	–	0.07%	39
2022 Q1	$450K	Buy	+7,258	New	+$441K	0.11%	60
2021 Q4	–	Sell	-8,659	Closed	-$454K	–	87
2021 Q3	$454K	Hold	8,659	–	–	0.16%	57
2021 Q2	$469K	Hold	8,659	–	–	0.21%	57
2021 Q1	$456K	Buy	+8,659	New	+$436K	0.33%	50
2019 Q4	–	Sell	-8,170	Closed	-$445K	–	92
2019 Q3	$445K	Buy	+8,170	New	+$437K	0.36%	64

Other funds holding KO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM