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Northeast Financial Consultants’s Coca-Cola KO Stock Holding History

Northeast Financial Consultants’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 		$1.87M Sell
26,456
-7,213
-21% -$514K 0.08% 111
2025
Q1 		$2.41M Hold
33,669
– – 0.11% 97
2024
Q4 		$2.1M Sell
33,669
-921
-3% -$60.1K 0.09% 104
2024
Q3 		$2.49M Buy
34,590
+127
+0.4% +$8.7K 0.11% 92
2024
Q2 		$2.19M Sell
34,463
-4,954
-13% -$307K 0.1% 96
2024
Q1 		$2.41M Hold
39,417
– – 0.12% 99
2023
Q4 		$2.32M Sell
39,417
-11,584
-23% -$658K 0.13% 96
2023
Q3 		$2.86M Buy
51,001
+42
+0.1% +$2.52K 0.18% 80
2023
Q2 		$3.07M Sell
50,959
-215
-0.4% -$13.4K 0.19% 80
2023
Q1 		$3.17M Hold
51,174
– – 0.2% 75
2022
Q4 		$3.26M Buy
51,174
+17,848
+54% +$1.08M 0.22% 73
2022
Q3 		$1.87M Buy
33,326
+38
+0.1% +$2.36K 0.14% 97
2022
Q2 		$2.09M Sell
33,288
-58
-0.2% -$3.68K 0.15% 89
2022
Q1 		$2.07M Buy
33,346
+2,779
+9% +$169K 0.12% 106
2021
Q4 		$1.81M Buy
30,567
+93
+0.3% +$5.18K 0.11% 103
2021
Q3 		$1.6M Buy
30,474
+142
+0.5% +$7.92K 0.11% 115
2021
Q2 		$1.64M Buy
30,332
+41
+0.1% +$2.23K 0.11% 113
2021
Q1 		$1.6M Hold
30,291
– – 0.12% 102
2020
Q4 		$1.66M Sell
30,291
-863
-3% -$44.6K 0.14% 93
2020
Q3 		$1.54M Sell
31,154
-5,673
-15% -$273K 0.14% 93
2020
Q2 		$1.65M Buy
36,827
+98
+0.3% +$4.51K 0.16% 84
2020
Q1 		$1.63M Hold
36,729
– – 0.18% 75
2019
Q4 		$2.03M Sell
36,729
-1,674
-4% -$90K 0.18% 81
2019
Q3 		$2.09M Buy
38,403
+80
+0.2% +$4.28K 0.21% 82
2019
Q2 		$1.95M Buy
38,323
+87
+0.2% +$4.26K 0.2% 80
2019
Q1 		$1.79M Sell
38,236
-720
-2% -$33.7K 0.2% 78
2018
Q4 		$1.84M Buy
+38,956
New +$1.86M 0.26% 65
2014
Q2 		– Sell
-6,400
Closed -$247K – 130
2014
Q1 		$247K Hold
6,400
– – 0.15% 98
2013
Q4 		$264K Buy
+6,400
New +$252K 0.18% 80

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

Northeast Financial Consultants's KO Position: Q2 2025 in Review

Northeast Financial Consultants reduced its Coca-Cola (KO) stake by 21% in Q2 2025, selling an estimated $514K and leaving 26,456 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #111.

Northeast Financial Consultants first reported a position in KO in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.26M in Q4 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Northeast Financial Consultants held 26,456 shares of Coca-Cola worth $1.87M as of Q2 2025.
  • Northeast Financial Consultants sold 7,213 Coca-Cola shares in Q2 2025, an estimated $514K.
  • Coca-Cola made up 0.08% of Northeast Financial Consultants's portfolio in Q2 2025, its #111 holding.
  • Northeast Financial Consultants first reported a position in Coca-Cola in Q4 2013 and has held it in 29 quarters since.
  • Northeast Financial Consultants's Coca-Cola position peaked at $3.26M in Q4 2022.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.