Prelude Capital Management’s Coca-Cola KO Stock Holding History

Prelude Capital 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 Q2	–	Sell	-18,900	Closed	-$1.35M	–	1186
2025 Q1	$1.35M	Sell	18,900 -1,900	-9%	-$127K	0.1%	228
2024 Q4	$1.3M	Buy	+20,800	New	+$1.36M	0.08%	300
2020 Q3	–	Sell	-800	Closed	-$36K	–	2117
2020 Q2	$36K	Buy	800 +600	+300%	+$27.6K	﹤0.01%	1248
2020 Q1	$9K	Buy	+200	New	+$10.8K	﹤0.01%	1145
2019 Q1	–	Sell	-33,800	Closed	-$1.6M	–	1981
2018 Q4	$1.6M	Sell	33,800 -7,400	-18%	-$354K	0.11%	224
2018 Q3	$1.9M	Buy	+41,200	New	+$1.88M	0.11%	207
2014 Q2	–	Sell	-4,900	Closed	-$189K	–	2057
2014 Q1	$189K	Hold	4,900	–	–	0.03%	757
2013 Q4	$202K	Buy	+4,900	New	+$193K	0.03%	619

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 $138M AUM 28.86% 1-Year Est. Return

Prelude Capital Management's KO Position: Q2 2025 in Review

Prelude Capital Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,205 shares — an estimated $230K sold.

Prelude Capital Management first reported a position in KO in Q3 2013 and held it in 27 quarters. The position peaked at $3.09M in Q2 2024. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Prelude Capital Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
Prelude Capital Management sold 3,205 Coca-Cola shares in Q2 2025, an estimated $230K.
Prelude Capital Management first reported a position in Coca-Cola in Q3 2013 and held it in 27 quarters.
Prelude Capital Management's Coca-Cola position peaked at $3.09M in Q2 2024.
3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.