PrairieView Partners’s Coca-Cola KO Stock Holding History

PrairieView 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 Q2	$64K	Buy	909 +1	+0.1%	+$71	0.01%	183
2025 Q1	$65K	Buy	908 +100	+12%	+$6.68K	0.01%	180
2024 Q4	$50K	Buy	808 +1	+0.1%	+$65	0.01%	199
2024 Q3	$58K	Sell	807 -16	-2%	-$1.1K	0.01%	187
2024 Q2	$52K	Buy	823 +417	+103%	+$25.8K	0.01%	202
2024 Q1	$25K	Hold	406	–	–	﹤0.01%	225
2023 Q4	$24K	Hold	406	–	–	﹤0.01%	226
2023 Q3	$22K	Sell	406 -521	-56%	-$31.2K	﹤0.01%	237
2023 Q2	$55K	Hold	927	–	–	0.01%	190
2023 Q1	$57K	Hold	927	–	–	0.01%	176
2022 Q4	$58K	Hold	927	–	–	0.01%	179
2022 Q3	$52K	Hold	927	–	–	0.01%	173
2022 Q2	$58K	Hold	927	–	–	0.01%	175
2022 Q1	$57K	Hold	927	–	–	0.01%	184
2021 Q4	$55K	Sell	927 -395	-30%	-$22K	0.01%	201
2021 Q3	$69K	Buy	1,322 +402	+44%	+$22.4K	0.01%	150
2021 Q2	$50K	Buy	920 +2	+0.2%	+$109	0.01%	165
2021 Q1	$48K	Hold	918	–	–	0.01%	167
2020 Q4	$50K	Buy	918 +305	+50%	+$15.8K	0.01%	158
2020 Q3	$30K	Buy	613 +4	+0.7%	+$192	0.01%	179
2020 Q2	$27K	Buy	609 +3	+0.5%	+$138	0.01%	173
2020 Q1	$27K	Buy	+606	New	+$32.7K	0.01%	167

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

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

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

PrairieView Partners's KO Position: Q2 2025 in Review

PrairieView Partners increased its Coca-Cola (KO) stake by 0.11% in Q2 2025, buying an estimated $71 and bringing the position to 909 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #183.

PrairieView Partners first reported a position in KO in Q1 2020 and has held it in 22 quarters since. The position peaked at $69K in Q3 2021. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

PrairieView Partners held 909 shares of Coca-Cola worth $64K as of Q2 2025.
PrairieView Partners bought 1 Coca-Cola share in Q2 2025, an estimated $71.
Coca-Cola made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #183 holding.
PrairieView Partners first reported a position in Coca-Cola in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Coca-Cola position peaked at $69K in Q3 2021.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.