OQS
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Occudo Quantitative Strategies’s Coca-Cola KO Stock Holding History

Occudo Quantitative Strategies’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
-88,038
Closed -$6.2M – 776
2025
Q1 		$6.2M Buy
+88,038
New +$5.88M 0.82% 18
2023
Q4 		– Sell
-57,337
Closed -$3.21M – 1001
2023
Q3 		$3.21M Buy
57,337
+51,104
+820% +$3.07M 0.41% 11
2023
Q2 		$375K Sell
6,233
-111,778
-95% -$6.95M 0.04% 659
2023
Q1 		$7.32M Buy
+118,011
New +$7.15M 0.66% 13
2022
Q4 		– Sell
-35,521
Closed -$1.99M – 1173
2022
Q3 		$1.99M Buy
+35,521
New +$2.21M 0.15% 185
2021
Q4 		– Sell
-44,859
Closed -$2.35M – 1162
2021
Q3 		$2.35M Buy
44,859
+35,927
+402% +$2M 0.28% 62
2021
Q2 		$483K Sell
8,932
-878
-9% -$47.8K 0.07% 442
2021
Q1 		$517K Buy
+9,810
New +$494K 0.11% 323

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 $134M AUM 21.11% 1-Year Est. Return

Occudo Quantitative Strategies's KO Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 88,038 shares — an estimated $6.2M sold.

Occudo Quantitative Strategies first reported a position in KO in Q1 2021 and held it in 8 quarters. The position peaked at $7.32M in Q1 2023. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 88,038 Coca-Cola shares in Q2 2025, an estimated $6.2M.
  • Occudo Quantitative Strategies first reported a position in Coca-Cola in Q1 2021 and held it in 8 quarters.
  • Occudo Quantitative Strategies's Coca-Cola position peaked at $7.32M in Q1 2023.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.