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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
2025
Q1 		– Sell
-25,000
Closed -$1.56M – 203
2024
Q4 		$1.56M Buy
25,000
+9,900
+66% +$646K 0.07% 129
2024
Q3 		$1.09M Sell
15,100
-76,200
-83% -$5.22M 0.03% 405
2024
Q2 		$5.81M Buy
+91,300
New +$5.65M 0.16% 93
2018
Q4 		– Sell
-113,900
Closed -$5.26M – 1536
2018
Q3 		$5.26M Buy
+113,900
New +$5.2M 0.1% 177
2017
Q2 		– Sell
-39,800
Closed -$1.69M – 2321
2017
Q1 		$1.69M Buy
39,800
+19,800
+99% +$826K 0.02% 901
2016
Q4 		$829K Hold
20,000
– – 0.01% 1267
2016
Q3 		$846K Buy
+20,000
New +$876K 0.01% 1135
2014
Q4 		– Sell
-8,000
Closed -$341K – 1261
2014
Q3 		$341K Buy
+8,000
New +$331K 0.02% 674

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