ORG Partners’s Coca-Cola KO Stock Holding History

ORG 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	$374K	Sell	5,352 -980	-15%	-$68.3K	0.07%	239
2025 Q3	$420K	Sell	6,332 -593	-9%	-$40.8K	0.08%	217
2025 Q2	$497K	Buy	6,925 +535	+8%	+$38.1K	0.11%	171
2025 Q1	$289K	Buy	6,390 +3,018	+90%	+$202K	0.07%	214
2024 Q4	$210K	Sell	3,372 -67	-2%	-$4.37K	0.03%	314
2024 Q3	$248K	Sell	3,439 -1,434	-29%	-$98.2K	0.04%	251
2024 Q2	$309K	Buy	4,873 +4,691	+2,577%	+$290K	0.04%	326
2024 Q1	$11.1K	Sell	182 -17,254	-99%	-$1.04M	0.02%	273
2023 Q4	$1.03M	Buy	17,436 +7,315	+72%	+$415K	0.17%	112
2023 Q3	$567K	Sell	10,121 -2,021	-17%	-$121K	0.17%	135
2023 Q2	$733K	Buy	+12,142	New	+$755K	0.12%	161

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