Roehl & Yi Investment Advisors’s Coca-Cola KO Stock Holding History

Roehl & Yi Investment 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 Q1	–	Sell	-11,747	Closed	-$731K	–	165
2024 Q4	$731K	Buy	+11,747	New	+$767K	0.4%	56

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Roehl & Yi Investment Advisors's KO Position: Q1 2025 in Review

Roehl & Yi Investment Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 11,747 shares — an estimated $731K sold.

Roehl & Yi Investment Advisors first reported a position in KO in Q4 2024 and held it in 1 quarter. The position peaked at $731K in Q4 2024. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Roehl & Yi Investment Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Roehl & Yi Investment Advisors sold 11,747 Coca-Cola shares in Q1 2025, an estimated $731K.
Roehl & Yi Investment Advisors first reported a position in Coca-Cola in Q4 2024 and held it in 1 quarter.
Roehl & Yi Investment Advisors's Coca-Cola position peaked at $731K in Q4 2024.
3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2025, filed 29 May 2026.