R Squared’s Coca-Cola KO Stock Holding History

R Squared’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 Q4	–	Sell	-37,263	Closed	-$2.47M	–	630
2025 Q3	$2.47M	Buy	+37,263	New	+$2.56M	1.06%	7
2025 Q1	–	Sell	-2,310	Closed	-$144K	–	920
2024 Q4	$144K	Buy	+2,310	New	+$151K	0.14%	176

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

R Squared's KO Position: Q4 2025 in Review

R Squared sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 37,263 shares — an estimated $2.47M sold.

R Squared first reported a position in KO in Q4 2024 and held it in 2 quarters. The position peaked at $2.47M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

R Squared reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
R Squared sold 37,263 Coca-Cola shares in Q4 2025, an estimated $2.47M.
R Squared first reported a position in Coca-Cola in Q4 2024 and held it in 2 quarters.
R Squared's Coca-Cola position peaked at $2.47M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.