Roberts Capital Advisors’s Coca-Cola KO Stock Holding History

Roberts Capital Advisors’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	-9,900	Closed	-$657K	–	33
2025 Q3	$657K	Buy	+9,900	New	+$681K	0.73%	51

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

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

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

Norges Bank Oslo, Norway $935B AUM

Roberts Capital Advisors's KO Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 9,900 shares — an estimated $657K sold.

Roberts Capital Advisors first reported a position in KO in Q3 2025 and held it in 1 quarter. The position peaked at $657K in Q3 2025. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Roberts Capital Advisors reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 9,900 Coca-Cola shares in Q4 2025, an estimated $657K.
Roberts Capital Advisors first reported a position in Coca-Cola in Q3 2025 and held it in 1 quarter.
Roberts Capital Advisors's Coca-Cola position peaked at $657K in Q3 2025.
3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.