Redwood Investment Management’s Coca-Cola KO Stock Holding History

Redwood Investment 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 Q4	–	Sell	-3,489	Closed	-$231K	–	333
2025 Q3	$231K	Sell	3,489 -728	-17%	-$50.1K	0.03%	278
2025 Q2	$298K	Sell	4,217 -2,983	-41%	-$212K	0.03%	264
2025 Q1	$516K	Buy	+7,200	New	+$481K	0.06%	237
2024 Q3	–	Sell	-4,718	Closed	-$314K	–	331
2024 Q2	$314K	Buy	4,718 +910	+24%	+$56.3K	0.03%	306
2024 Q1	$233K	Sell	3,808 -3,292	-46%	-$198K	0.02%	306
2023 Q4	$418K	Sell	7,100 -4,115	-37%	-$234K	0.04%	297
2023 Q3	$628K	Buy	+11,215	New	+$673K	0.05%	265
2023 Q1	–	Sell	-3,440	Closed	-$219K	–	253
2022 Q4	$219K	Buy	+3,440	New	+$208K	0.03%	243
2021 Q4	–	Sell	-5,384	Closed	-$282K	–	279
2021 Q3	$282K	Buy	+5,384	New	+$300K	0.04%	252
2020 Q4	–	Sell	-33,204	Closed	-$1.64M	–	263
2020 Q3	$1.64M	Buy	33,204 +27,133	+447%	+$1.3M	0.41%	52
2020 Q2	$271K	Buy	+6,071	New	+$280K	0.08%	211

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

Redwood Investment Management's KO Position: Q4 2025 in Review

Redwood Investment Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 3,489 shares — an estimated $231K sold.

Redwood Investment Management first reported a position in KO in Q2 2020 and held it in 11 quarters. The position peaked at $1.64M in Q3 2020. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Redwood Investment Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Redwood Investment Management sold 3,489 Coca-Cola shares in Q4 2025, an estimated $231K.
Redwood Investment Management first reported a position in Coca-Cola in Q2 2020 and held it in 11 quarters.
Redwood Investment Management's Coca-Cola position peaked at $1.64M in Q3 2020.
3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Redwood Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.