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PYA Waltman Capital’s Coca-Cola KO Stock Holding History

PYA Waltman Capital’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
Q1 		– Sell
-3,320
Closed -$207K – 77
2024
Q4 		$207K Hold
3,320
– – 0.07% 76
2024
Q3 		$239K Buy
+3,320
New +$227K 0.08% 67
2022
Q4 		– Sell
-1,404
Closed -$79K – 131
2022
Q3 		$79K Hold
1,404
– – 0.05% 82
2022
Q2 		$88K Sell
1,404
-412
-23% -$26.1K 0.05% 82
2022
Q1 		$113K Buy
1,816
+634
+54% +$38.6K 0.06% 66
2021
Q4 		$70K Buy
+1,182
New +$65.8K 0.04% 88

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PYA Waltman Capital's KO Position: Q1 2025 in Review

PYA Waltman Capital sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 3,320 shares — an estimated $207K sold.

PYA Waltman Capital first reported a position in KO in Q4 2021 and held it in 6 quarters. The position peaked at $239K in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • PYA Waltman Capital reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • PYA Waltman Capital sold 3,320 Coca-Cola shares in Q1 2025, an estimated $207K.
  • PYA Waltman Capital first reported a position in Coca-Cola in Q4 2021 and held it in 6 quarters.
  • PYA Waltman Capital's Coca-Cola position peaked at $239K in Q3 2024.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on PYA Waltman Capital's 13F filing for Q1 2025, filed 1 May 2025.