OP
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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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ORG Partners's KO Position: Q4 2025 in Review

ORG Partners reduced its Coca-Cola (KO) stake by 15% in Q4 2025, selling an estimated $68.3K and leaving 5,352 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #239.

ORG Partners first reported a position in KO in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2023. 3,477 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • ORG Partners held 5,352 shares of Coca-Cola worth $374K as of Q4 2025.
  • ORG Partners sold 980 Coca-Cola shares in Q4 2025, an estimated $68.3K.
  • Coca-Cola made up 0.07% of ORG Partners's portfolio in Q4 2025, its #239 holding.
  • ORG Partners first reported a position in Coca-Cola in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Coca-Cola position peaked at $1.03M in Q4 2023.
  • 3,477 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.