Notis-McConarty Edward’s Coca-Cola KO Stock Holding History

Notis-McConarty Edward’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	-3,716	Closed	-$246K	–	74
2025 Q3	$246K	Hold	3,716	–	–	0.11%	73
2025 Q2	$263K	Sell	3,716 -500	-12%	-$35.6K	0.13%	74
2025 Q1	$302K	Sell	4,216 -616	-13%	-$41.1K	0.16%	63
2024 Q4	$301K	Sell	4,832 -2,668	-36%	-$174K	0.15%	66
2024 Q3	$539K	Sell	7,500 -260	-3%	-$17.8K	0.24%	55
2024 Q2	$494K	Sell	7,760 -540	-7%	-$33.4K	0.19%	66
2024 Q1	$508K	Sell	8,300 -900	-10%	-$54.1K	0.2%	69
2023 Q4	$542K	Hold	9,200	–	–	0.22%	62
2023 Q3	$515K	Hold	9,200	–	–	0.21%	69
2023 Q2	$554K	Hold	9,200	–	–	0.21%	70
2023 Q1	$571K	Hold	9,200	–	–	0.23%	69
2022 Q4	$585K	Hold	9,200	–	–	0.24%	69
2022 Q3	$515K	Sell	9,200 -200	-2%	-$12.4K	0.23%	72
2022 Q2	$591K	Hold	9,400	–	–	0.25%	72
2022 Q1	$583K	Sell	9,400 -200	-2%	-$12.2K	0.21%	77
2021 Q4	$568K	Sell	9,600 -100	-1%	-$5.57K	0.19%	79
2021 Q3	$509K	Buy	9,700 +1,220	+14%	+$68K	0.19%	82
2021 Q2	$459K	Hold	8,480	–	–	0.17%	83
2021 Q1	$447K	Hold	8,480	–	–	0.17%	82
2020 Q4	$465K	Hold	8,480	–	–	0.19%	78
2020 Q3	$419K	Buy	8,480 +180	+2%	+$8.66K	0.18%	77
2020 Q2	$371K	Hold	8,300	–	–	0.17%	79
2020 Q1	$367K	Hold	8,300	–	–	0.2%	75
2019 Q4	$459K	Hold	8,300	–	–	0.2%	81
2019 Q3	$452K	Sell	8,300 -100	-1%	-$5.36K	0.21%	80
2019 Q2	$428K	Sell	8,400 -100	-1%	-$4.9K	0.2%	84
2019 Q1	$398K	Hold	8,500	–	–	0.19%	83
2018 Q4	$402K	Hold	8,500	–	–	0.22%	80
2018 Q3	$393K	Hold	8,500	–	–	0.21%	75
2018 Q2	$373K	Hold	8,500	–	–	0.22%	74
2018 Q1	$369K	Hold	8,500	–	–	0.22%	75
2017 Q4	$390K	Hold	8,500	–	–	0.22%	77
2017 Q3	$383K	Hold	8,500	–	–	0.24%	75
2017 Q2	$381K	Sell	8,500 -250	-3%	-$11K	0.25%	76
2017 Q1	$371K	Sell	8,750 -400	-4%	-$16.7K	0.24%	75
2016 Q4	$379K	Hold	9,150	–	–	0.26%	73
2016 Q3	$387K	Buy	9,150 +150	+2%	+$6.57K	0.26%	74
2016 Q2	$408K	Hold	9,000	–	–	0.29%	73
2016 Q1	$418K	Sell	9,000 -1,000	-10%	-$43.5K	0.3%	74
2015 Q4	$430K	Sell	10,000 -1,000	-9%	-$42.4K	0.31%	73
2015 Q3	$441K	Sell	11,000 -1,000	-8%	-$40K	0.33%	70
2015 Q2	$471K	Buy	12,000 +500	+4%	+$20.3K	0.32%	71
2015 Q1	$467K	Sell	11,500 -1,000	-8%	-$41.8K	0.32%	73
2014 Q4	$528K	Hold	12,500	–	–	0.36%	66
2014 Q3	$533K	Sell	12,500 -12,800	-51%	-$529K	0.38%	60
2014 Q2	$1.07M	Sell	25,300 -500	-2%	-$20.3K	0.71%	45
2014 Q1	$997K	Hold	25,800	–	–	0.69%	48
2013 Q4	$1.07M	Buy	+25,800	New	+$1.02M	0.75%	43

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Notis-McConarty Edward's KO Position: Q4 2025 in Review

Notis-McConarty Edward sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 3,716 shares — an estimated $246K sold.

Notis-McConarty Edward first reported a position in KO in Q4 2013 and held it in 48 quarters. The position peaked at $1.07M in Q2 2014. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Notis-McConarty Edward reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Notis-McConarty Edward sold 3,716 Coca-Cola shares in Q4 2025, an estimated $246K.
Notis-McConarty Edward first reported a position in Coca-Cola in Q4 2013 and held it in 48 quarters.
Notis-McConarty Edward's Coca-Cola position peaked at $1.07M in Q2 2014.
3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Notis-McConarty Edward's 13F filing for Q4 2025, filed 17 Feb 2026.