Paloma Partners’s Coca-Cola KO Stock Holding History

Paloma 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
2024 Q3	–	Sell	-18,100	Closed	-$1.15M	–	1437
2024 Q2	$1.15M	Buy	18,100 +6,383	+54%	+$395K	0.03%	478
2024 Q1	$717K	Buy	+11,717	New	+$704K	0.04%	368
2022 Q2	–	Sell	-7,600	Closed	-$471K	–	1432
2022 Q1	$471K	Buy	+7,600	New	+$462K	0.01%	803
2021 Q3	–	Sell	-46,400	Closed	-$2.51M	–	1516
2021 Q2	$2.51M	Buy	+46,400	New	+$2.52M	0.05%	362
2021 Q1	–	Sell	-77,400	Closed	-$4.25M	–	2208
2020 Q4	$4.25M	Buy	+77,400	New	+$4M	0.11%	187
2018 Q4	–	Sell	-148,300	Closed	-$6.85M	–	1534
2018 Q3	$6.85M	Buy	+148,300	New	+$6.78M	0.12%	126
2017 Q3	–	Sell	-113,500	Closed	-$5.09M	–	2274
2017 Q2	$5.09M	Buy	113,500 +82,100	+261%	+$3.63M	0.06%	315
2017 Q1	$1.33M	Buy	31,400 +11,400	+57%	+$475K	0.02%	1070
2016 Q4	$829K	Hold	20,000	–	–	0.01%	1266
2016 Q3	$846K	Buy	+20,000	New	+$876K	0.01%	1134
2014 Q4	–	Sell	-14,000	Closed	-$597K	–	1259
2014 Q3	$597K	Buy	+14,000	New	+$579K	0.03%	476

Other funds holding KO

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paloma Partners's KO Position: Q1 2025 in Review

Paloma Partners sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 2,291 shares — an estimated $143K sold.

Paloma Partners first reported a position in KO in Q2 2013 and held it in 35 quarters. The position peaked at $8.26M in Q2 2020. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Paloma Partners reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Paloma Partners sold 2,291 Coca-Cola shares in Q1 2025, an estimated $143K.
Paloma Partners first reported a position in Coca-Cola in Q2 2013 and held it in 35 quarters.
Paloma Partners's Coca-Cola position peaked at $8.26M in Q2 2020.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.