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Rothschild Capital Partners’s Coca-Cola KO Stock Holding History

Rothschild Capital Partners’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
-5,040
Closed -$334K – 95
2025
Q3 		$334K Hold
5,040
– – 0.08% 66
2025
Q2 		$357K Hold
5,040
– – 0.09% 54
2025
Q1 		$361K Hold
5,040
– – 0.09% 54
2024
Q4 		$314K Buy
+5,040
New +$329K 0.08% 67

Other funds holding KO

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rothschild Capital Partners's KO Position: Q4 2025 in Review

Rothschild Capital Partners sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 5,040 shares — an estimated $334K sold.

Rothschild Capital Partners first reported a position in KO in Q4 2024 and held it in 4 quarters. The position peaked at $361K in Q1 2025. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Rothschild Capital Partners reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Rothschild Capital Partners sold 5,040 Coca-Cola shares in Q4 2025, an estimated $334K.
  • Rothschild Capital Partners first reported a position in Coca-Cola in Q4 2024 and held it in 4 quarters.
  • Rothschild Capital Partners's Coca-Cola position peaked at $361K in Q1 2025.
  • 3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Rothschild Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.