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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
2021
Q2 		– Sell
-15,100
Closed -$796K – 1816
2021
Q1 		$796K Sell
15,100
-225,600
-94% -$11.4M 0.02% 694
2020
Q4 		$13.2M Buy
+240,700
New +$12.4M 0.34% 29
2020
Q3 		– Sell
-235,200
Closed -$10.5M – 2119
2020
Q2 		$10.5M Hold
235,200
– – 0.58% 20
2020
Q1 		$10.4M Buy
235,200
+230,800
+5,245% +$12.5M 0.7% 14
2019
Q4 		$244K Buy
+4,400
New +$237K 0.01% 794
2019
Q1 		– Sell
-66,400
Closed -$3.14M – 1983
2018
Q4 		$3.14M Hold
66,400
– – 0.21% 95
2018
Q3 		$3.07M Buy
+66,400
New +$3.03M 0.18% 98

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
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. 3,359 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.
  • 3,359 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.