Ridgewood Investments’s Coca-Cola KO Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-657	Closed	-$46.5K	–	463
2025 Q2	$46.5K	Buy	657 +180	+38%	+$12.8K	0.02%	344
2025 Q1	$34.2K	Buy	477 +285	+148%	+$19K	0.02%	366
2024 Q4	$12K	Hold	192	–	–	0.01%	465
2024 Q3	$13.8K	Hold	192	–	–	0.01%	459
2024 Q2	$12.2K	Buy	+192	New	+$11.9K	0.01%	485
2023 Q3	–	Sell	-150	Closed	-$9.03K	–	495
2023 Q2	$9.03K	Hold	150	–	–	0.01%	525
2023 Q1	$9.3K	Buy	+150	New	+$9.08K	0.01%	520
2022 Q1	–	Sell	-6,737	Closed	-$399K	–	206
2021 Q4	$399K	Hold	6,737	–	–	0.25%	125
2021 Q3	$353K	Sell	6,737 -5,628	-46%	-$314K	0.24%	128
2021 Q2	$669K	Sell	12,365 -949	-7%	-$51.6K	0.43%	83
2021 Q1	$702K	Buy	13,314 +3,875	+41%	+$195K	0.43%	83
2020 Q4	$466K	Hold	9,439	–	–	0.37%	93
2020 Q3	$466K	Sell	9,439 -519	-5%	-$25K	0.36%	94
2020 Q2	$445K	Buy	+9,958	New	+$459K	0.37%	98

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ridgewood Investments's KO Position: Q3 2025 in Review

Ridgewood Investments sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 657 shares — an estimated $46.5K sold.

Ridgewood Investments first reported a position in KO in Q2 2020 and held it in 14 quarters. The position peaked at $702K in Q1 2021. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Ridgewood Investments reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 657 Coca-Cola shares in Q3 2025, an estimated $46.5K.
Ridgewood Investments first reported a position in Coca-Cola in Q2 2020 and held it in 14 quarters.
Ridgewood Investments's Coca-Cola position peaked at $702K in Q1 2021.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.