Parametrica Management’s Coca-Cola KO Stock Holding History

Parametrica Management’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	-6,243	Closed	-$389K	–	47
2024 Q4	$389K	Buy	+6,243	New	+$408K	0.51%	25
2020 Q3	–	Sell	-7,001	Closed	-$312K	–	122
2020 Q2	$312K	Sell	7,001 -26,144	-79%	-$1.2M	0.34%	71
2020 Q1	$1.47M	Buy	+33,145	New	+$1.79M	1.48%	13
2019 Q1	–	Sell	-5,112	Closed	-$242K	–	249
2018 Q4	$242K	Buy	+5,112	New	+$245K	0.3%	176
2017 Q4	–	Sell	-8,431	Closed	-$379K	–	426
2017 Q3	$379K	Buy	8,431 +2,620	+45%	+$119K	0.16%	140
2017 Q2	$261K	Buy	+5,811	New	+$257K	0.24%	165

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

Parametrica Management's KO Position: Q1 2025 in Review

Parametrica Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 6,243 shares — an estimated $389K sold.

Parametrica Management first reported a position in KO in Q2 2017 and held it in 6 quarters. The position peaked at $1.47M in Q1 2020. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Parametrica Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Parametrica Management sold 6,243 Coca-Cola shares in Q1 2025, an estimated $389K.
Parametrica Management first reported a position in Coca-Cola in Q2 2017 and held it in 6 quarters.
Parametrica Management's Coca-Cola position peaked at $1.47M in Q1 2020.
3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Parametrica Management's 13F filing for Q1 2025, filed 8 May 2025.