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Ravenstone Capital Management’s Coca-Cola KO Stock Holding History

Ravenstone Capital Management’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
-55
Closed -$3.94K – 69
2025
Q1 		$3.94K Buy
+55
New +$3.67K ﹤0.01% 70
2021
Q4 		– Sell
-76
Closed -$3.99K – 79
2021
Q3 		$3.99K Buy
+76
New +$4.24K ﹤0.01% 57

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

Ravenstone Capital Management's KO Position: Q2 2025 in Review

Ravenstone Capital Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 55 shares — an estimated $3.94K sold.

Ravenstone Capital Management first reported a position in KO in Q3 2021 and held it in 2 quarters. The position peaked at $3.99K in Q3 2021. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Ravenstone Capital Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Ravenstone Capital Management sold 55 Coca-Cola shares in Q2 2025, an estimated $3.94K.
  • Ravenstone Capital Management first reported a position in Coca-Cola in Q3 2021 and held it in 2 quarters.
  • Ravenstone Capital Management's Coca-Cola position peaked at $3.99K in Q3 2021.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Ravenstone Capital Management's 13F filing for Q2 2025, filed 26 Jun 2026.