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PSI Advisors’s Coca-Cola KO Stock Holding History

PSI 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
Q2 		– Sell
-612
Closed -$43.8K – 413
2025
Q1 		$43.8K Sell
612
-661
-52% -$44.1K 0.01% 255
2024
Q4 		$79.2K Sell
1,273
-82
-6% -$5.35K 0.02% 206
2024
Q3 		$97.3K Sell
1,355
-253
-16% -$17.3K 0.03% 198
2024
Q2 		$102K Sell
1,608
-335
-17% -$20.7K 0.03% 180
2024
Q1 		$119K Hold
1,943
– – 0.04% 166
2023
Q4 		$114K Buy
1,943
+80
+4% +$4.54K 0.04% 166
2023
Q3 		$104K Buy
1,863
+84
+5% +$5.04K 0.05% 168
2023
Q2 		$107K Sell
1,779
-47
-3% -$2.92K 0.05% 163
2023
Q1 		$113K Hold
1,826
– – 0.05% 149
2022
Q4 		$116K Sell
1,826
-46
-2% -$2.78K 0.06% 140
2022
Q3 		$105K Buy
1,872
+51
+3% +$3.17K 0.06% 157
2022
Q2 		$115K Sell
1,821
-362
-17% -$22.9K 0.06% 162
2022
Q1 		$135K Sell
2,183
-195
-8% -$11.9K 0.06% 165
2021
Q4 		$141K Sell
2,378
-601
-20% -$33.5K 0.06% 173
2021
Q3 		$156K Buy
+2,979
New +$166K 0.07% 156
2020
Q2 		– Sell
-6,151
Closed -$272K – 119
2020
Q1 		$272K Sell
6,151
-1,015
-14% -$54.8K 0.25% 81
2019
Q4 		$396K Buy
+7,166
New +$385K 0.25% 80

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

PSI Advisors's KO Position: Q2 2025 in Review

PSI Advisors sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 612 shares — an estimated $43.8K sold.

PSI Advisors first reported a position in KO in Q4 2019 and held it in 17 quarters. The position peaked at $396K in Q4 2019. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • PSI Advisors reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 612 Coca-Cola shares in Q2 2025, an estimated $43.8K.
  • PSI Advisors first reported a position in Coca-Cola in Q4 2019 and held it in 17 quarters.
  • PSI Advisors's Coca-Cola position peaked at $396K in Q4 2019.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.