Orion Portfolio Solutions
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Orion Portfolio Solutions’s Coca-Cola KO Stock Holding History

Orion Portfolio Solutions’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
Q1 		$19.6M Buy
273,927
+20,523
+8% +$1.37M 0.19% 102
2024
Q4 		$15.8M Buy
253,404
+23,955
+10% +$1.56M 0.16% 118
2024
Q3 		$16.5M Buy
229,449
+16,938
+8% +$1.16M 0.16% 123
2024
Q2 		$13.5M Buy
212,511
+15,497
+8% +$959K 0.14% 140
2024
Q1 		$12.1M Buy
197,014
+6,929
+4% +$416K 0.13% 158
2023
Q4 		$11.4M Sell
190,085
-19,476
-9% -$1.11M 0.13% 157
2023
Q3 		$11.7M Sell
209,561
-7,188
-3% -$431K 0.14% 148
2023
Q2 		$13.1M Buy
216,749
+19,219
+10% +$1.2M 0.14% 144
2023
Q1 		$12.3M Buy
197,530
+132,907
+206% +$8.05M 0.15% 134
2022
Q4 		$4.11M Buy
64,623
+10,692
+20% +$645K 0.14% 105
2022
Q3 		$3.02M Buy
53,931
+19,569
+57% +$1.22M 0.12% 117
2022
Q2 		$2.16M Buy
34,362
+3,873
+13% +$246K 0.09% 150
2022
Q1 		$1.89M Sell
30,489
-1,487
-5% -$90.4K 0.07% 182
2021
Q4 		$1.89M Buy
31,976
+613
+2% +$34.1K 0.06% 183
2021
Q3 		$1.65M Buy
31,363
+1,329
+4% +$74.1K 0.06% 186
2021
Q2 		$1.63M Buy
30,034
+6,381
+27% +$347K 0.06% 166
2021
Q1 		$1.25M Buy
23,653
+1,921
+9% +$96.7K 0.05% 176
2020
Q4 		$1.19M Buy
21,732
+309
+1% +$16K 0.06% 185
2020
Q3 		$1.06M Buy
21,423
+2,738
+15% +$132K 0.06% 180
2020
Q2 		$835K Sell
18,685
-1,584
-8% -$73K 0.05% 183
2020
Q1 		$897K Sell
20,269
-5,704
-22% -$308K 0.06% 138
2019
Q4 		$1.44M Buy
+25,973
New +$1.4M 0.11% 112

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Orion Portfolio Solutions's KO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Coca-Cola (KO) stake by 8.1% in Q1 2025, buying an estimated $1.37M and bringing the position to 273,927 shares worth $19.6M. The position accounts for 0.19% of the portfolio, ranked #102.

Orion Portfolio Solutions first reported a position in KO in Q4 2019 and has held it in 22 quarters since. 3,374 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Orion Portfolio Solutions held 273,927 shares of Coca-Cola worth $19.6M as of Q1 2025.
  • Orion Portfolio Solutions bought 20,523 Coca-Cola shares in Q1 2025, an estimated $1.37M.
  • Coca-Cola made up 0.19% of Orion Portfolio Solutions's portfolio in Q1 2025, its #102 holding.
  • Orion Portfolio Solutions first reported a position in Coca-Cola in Q4 2019 and has held it in 22 quarters since.
  • 3,374 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.