Northwest Capital Management’s Coca-Cola KO Stock Holding History

Northwest Capital Management’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	–	Sell	-629	Closed	-$41.7K	–	171
2025 Q3	$41.7K	Sell	629 -2,064	-77%	-$142K	0.04%	127
2025 Q2	$191K	Sell	2,693 -1,554	-37%	-$111K	0.1%	109
2025 Q1	$304K	Sell	4,247 -320	-7%	-$21.4K	0.13%	94
2024 Q4	$284K	Sell	4,567 -62	-1%	-$4.05K	0.12%	84
2024 Q3	$333K	Hold	4,629	–	–	0.12%	82
2024 Q2	$295K	Sell	4,629 -190	-4%	-$11.8K	0.11%	82
2024 Q1	$295K	Hold	4,819	–	–	0.09%	96
2023 Q4	$284K	Sell	4,819 -378	-7%	-$21.5K	0.1%	90
2023 Q3	$291K	Buy	5,197 +423	+9%	+$25.4K	0.11%	88
2023 Q2	$287K	Buy	4,774 +622	+15%	+$38.7K	0.12%	85
2023 Q1	$258K	Buy	4,152 +7	+0.2%	+$424	0.13%	85
2022 Q4	$264K	Hold	4,145	–	–	0.14%	80
2022 Q3	$232K	Buy	4,145 +190	+5%	+$11.8K	0.13%	80
2022 Q2	$249K	Hold	3,955	–	–	0.13%	78
2022 Q1	$245K	Hold	3,955	–	–	0.12%	82
2021 Q4	$241K	Hold	3,955	–	–	0.11%	81
2021 Q3	$215K	Hold	3,955	–	–	0.11%	91
2021 Q2	$226K	Hold	3,955	–	–	0.13%	78
2021 Q1	$208K	Hold	3,955	–	–	0.15%	67
2020 Q4	$217K	Buy	+3,955	New	+$204K	0.16%	60
2020 Q1	–	Sell	-3,955	Closed	-$219K	–	57
2019 Q4	$219K	Hold	3,955	–	–	0.2%	52
2019 Q3	$215K	Hold	3,955	–	–	0.23%	56
2019 Q2	$201K	Buy	+3,955	New	+$194K	0.22%	59
2019 Q1	–	Sell	-4,255	Closed	-$201K	–	68
2018 Q4	$201K	Buy	+4,255	New	+$204K	0.28%	64

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northwest Capital Management's KO Position: Q4 2025 in Review

Northwest Capital Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 629 shares — an estimated $41.7K sold.

Northwest Capital Management first reported a position in KO in Q4 2018 and held it in 24 quarters. The position peaked at $333K in Q3 2024. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Northwest Capital Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 629 Coca-Cola shares in Q4 2025, an estimated $41.7K.
Northwest Capital Management first reported a position in Coca-Cola in Q4 2018 and held it in 24 quarters.
Northwest Capital Management's Coca-Cola position peaked at $333K in Q3 2024.
3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.