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Savoie Capital’s Coca-Cola KO Stock Holding History

Savoie Capital’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
Q2 		$886K Hold
12,523
– – 0.11% 73
2025
Q1 		$780K Hold
12,523
– – 0.09% 75
2024
Q4 		$780K Hold
12,523
– – 0.09% 75
2024
Q3 		$900K Hold
12,523
– – 0.11% 78
2024
Q2 		$797K Hold
12,523
– – 0.1% 69
2024
Q1 		$766K Buy
+12,523
New +$752K 0.11% 79
2023
Q4 		– Sell
-12,523
Closed -$701K – 78
2023
Q3 		$701K Buy
+12,523
New +$751K 0.18% 60

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Savoie Capital's KO Position: Q2 2025 in Review

Savoie Capital held its Coca-Cola (KO) position steady in Q2 2025 at 12,523 shares worth $886K. The position accounts for 0.11% of the portfolio, ranked #73.

Savoie Capital first reported a position in KO in Q3 2023 and has held it in 7 quarters since. The position peaked at $900K in Q3 2024. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Savoie Capital held 12,523 shares of Coca-Cola worth $886K as of Q2 2025.
  • Savoie Capital left its Coca-Cola share count unchanged in Q2 2025.
  • Coca-Cola made up 0.11% of Savoie Capital's portfolio in Q2 2025, its #73 holding.
  • Savoie Capital first reported a position in Coca-Cola in Q3 2023 and has held it in 7 quarters since.
  • Savoie Capital's Coca-Cola position peaked at $900K in Q3 2024.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.