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Prossimo Advisors’s Coca-Cola KO Stock Holding History

Prossimo Advisors’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
Q3 		– Sell
-13,290
Closed -$940K – 78
2025
Q2 		$940K Sell
13,290
-448
-3% -$31.9K 0.75% 32
2025
Q1 		$984K Sell
13,738
-1,326
-9% -$88.6K 0.74% 38
2024
Q4 		$938K Buy
15,064
+51
+0.3% +$3.33K 0.68% 39
2024
Q3 		$1.08M Buy
15,013
+14
+0.1% +$959 0.79% 33
2024
Q2 		$955K Buy
+14,999
New +$928K 0.86% 30
2023
Q3 		– Sell
-15,356
Closed -$925K – 91
2023
Q2 		$925K Buy
+15,356
New +$955K 0.89% 26

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prossimo Advisors's KO Position: Q3 2025 in Review

Prossimo Advisors sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 13,290 shares — an estimated $940K sold.

Prossimo Advisors first reported a position in KO in Q2 2023 and held it in 6 quarters. The position peaked at $1.08M in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Prossimo Advisors reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 13,290 Coca-Cola shares in Q3 2025, an estimated $940K.
  • Prossimo Advisors first reported a position in Coca-Cola in Q2 2023 and held it in 6 quarters.
  • Prossimo Advisors's Coca-Cola position peaked at $1.08M in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.