Rational Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-43,578
| Closed | -$3.08M | – | 201 |
|
|
2025
Q2 | $3.08M | Buy |
43,578
+22,078
| +103% | +$1.57M | 0.31% | 60 |
|
|
2025
Q1 | $1.54M | Buy |
+21,500
| New | +$1.44M | 0.16% | 69 |
|
|
2024
Q3 | – | Sell |
-3,194
| Closed | -$203K | – | 183 |
|
|
2024
Q2 | $203K | Buy |
3,194
+2,348
| +278% | +$145K | 0.02% | 113 |
|
|
2024
Q1 | $51.8K | Sell |
846
-242
| -22% | -$14.5K | ﹤0.01% | 169 |
|
|
2023
Q4 | $64.1K | Sell |
1,088
-1,647
| -60% | -$93.6K | 0.01% | 133 |
|
|
2023
Q3 | $153K | Sell |
2,735
-2,013
| -42% | -$121K | 0.01% | 131 |
|
|
2023
Q2 | $286K | Buy |
4,748
+3,969
| +509% | +$247K | 0.02% | 114 |
|
|
2023
Q1 | $48.3K | Sell |
779
-26,098
| -97% | -$1.58M | ﹤0.01% | 158 |
|
|
2022
Q4 | $1.71M | Sell |
26,877
-8,697
| -24% | -$525K | 0.14% | 54 |
|
|
2022
Q3 | $1.99M | Buy |
35,574
+2,505
| +8% | +$156K | 0.16% | 47 |
|
|
2022
Q2 | $2.08M | Buy |
33,069
+32,479
| +5,505% | +$2.06M | 0.15% | 47 |
|
|
2022
Q1 | $37K | Buy |
+590
| New | +$35.9K | ﹤0.01% | 157 |
|
|
2020
Q4 | – | Sell |
-22
| Closed | -$1K | – | 429 |
|
|
2020
Q3 | $1K | Sell |
22
-827
| -97% | -$39.8K | ﹤0.01% | 537 |
|
|
2020
Q2 | $38K | Sell |
849
-10,873
| -93% | -$501K | 0.02% | 206 |
|
|
2020
Q1 | $519K | Buy |
11,722
+9,916
| +549% | +$536K | 0.38% | 76 |
|
|
2019
Q4 | $99K | Sell |
1,806
-68,994
| -97% | -$3.71M | 0.05% | 289 |
|
|
2019
Q3 | $3.85M | Buy |
70,800
+42,195
| +148% | +$2.26M | 1.49% | 7 |
|
|
2019
Q2 | $1.46M | Buy |
28,605
+22,674
| +382% | +$1.11M | 0.52% | 63 |
|
|
2019
Q1 | $278K | Sell |
5,931
-7,612
| -56% | -$356K | 0.08% | 177 |
|
|
2018
Q4 | $641K | Buy |
13,543
+338
| +3% | +$16.2K | 0.2% | 103 |
|
|
2018
Q3 | $610K | Buy |
13,205
+12,209
| +1,226% | +$558K | 0.15% | 141 |
|
|
2018
Q2 | $44K | Sell |
996
-26,728
| -96% | -$1.15M | 0.02% | 264 |
|
|
2018
Q1 | $1.2M | Buy |
+27,724
| New | +$1.25M | 0.57% | 65 |
|
|
2017
Q2 | – | Sell |
-23,600
| Closed | -$1M | – | 326 |
|
|
2017
Q1 | $1M | Sell |
23,600
-4,400
| -16% | -$184K | 0.66% | 52 |
|
|
2016
Q4 | $1.16M | Sell |
28,000
-7,900
| -22% | -$329K | 1.11% | 45 |
|
|
2016
Q3 | $1.52M | Buy |
+35,900
| New | +$1.57M | 1% | 35 |
|
|
2015
Q3 | $1.95M | Buy |
48,626
+7,000
| +17% | +$280K | 0.79% | 49 |
|
|
2015
Q2 | $1.63M | Buy |
41,626
+40,750
| +4,652% | +$1.66M | 0.53% | 74 |
|
|
2015
Q1 | $36K | Sell |
876
-584
| -40% | -$24.4K | 0.01% | 263 |
|
|
2014
Q4 | $62K | Buy |
+1,460
| New | +$62.4K | 0.01% | 289 |
|
|
2013
Q4 | $499K | Sell |
12,090
-146
| -1% | -$5.76K | 0.04% | 347 |
|
|
2013
Q3 | $464K | Hold |
12,236
| – | – | 0.04% | 398 |
|
|
2013
Q2 | $491K | Buy |
+12,236
| New | +$507K | 0.04% | 382 |
|
Other funds holding KO
Rational Advisors's KO Position: Q3 2025 in Review
Rational Advisors sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 43,578 shares — an estimated $3.08M sold.
Rational Advisors first reported a position in KO in Q2 2013 and held it in 33 quarters. The position peaked at $3.85M in Q3 2019. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.
- Rational Advisors reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
- Rational Advisors sold 43,578 Coca-Cola shares in Q3 2025, an estimated $3.08M.
- Rational Advisors first reported a position in Coca-Cola in Q2 2013 and held it in 33 quarters.
- Rational Advisors's Coca-Cola position peaked at $3.85M in Q3 2019.
- 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.
Based on Rational Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.