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Retirement Financial Solutions’s Coca-Cola KO Stock Holding History

Retirement Financial Solutions’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
-8,003
Closed -$498K – 42
2024
Q4 		$498K Sell
8,003
-43
-0.5% -$2.81K 0.27% 26
2024
Q3 		$578K Buy
8,046
+33
+0.4% +$2.26K 0.25% 31
2024
Q2 		$510K Sell
8,013
-38
-0.5% -$2.35K 0.24% 31
2024
Q1 		$493K Sell
8,051
-1,047
-12% -$62.9K 0.25% 31
2023
Q4 		$536K Buy
9,098
+1,569
+21% +$89.1K 0.3% 30
2023
Q3 		$421K Sell
7,529
-1,706
-18% -$102K 0.28% 30
2023
Q2 		$556K Sell
9,235
-95
-1% -$5.91K 0.38% 21
2023
Q1 		$579K Buy
9,330
+934
+11% +$56.6K 0.46% 22
2022
Q4 		$534K Buy
+8,396
New +$507K 0.45% 20

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

Retirement Financial Solutions's KO Position: Q1 2025 in Review

Retirement Financial Solutions sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 8,003 shares — an estimated $498K sold.

Retirement Financial Solutions first reported a position in KO in Q4 2022 and held it in 9 quarters. The position peaked at $579K in Q1 2023. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Retirement Financial Solutions reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Retirement Financial Solutions sold 8,003 Coca-Cola shares in Q1 2025, an estimated $498K.
  • Retirement Financial Solutions first reported a position in Coca-Cola in Q4 2022 and held it in 9 quarters.
  • Retirement Financial Solutions's Coca-Cola position peaked at $579K in Q1 2023.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Retirement Financial Solutions's 13F filing for Q1 2025, filed 16 Apr 2025.