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Schechter Investment Advisors’s Coca-Cola KO Stock Holding History

Schechter 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 		$2.63M Buy
36,657
+8,619
+31% +$576K 0.22% 92
2024
Q4 		$1.75M Sell
28,038
-1,753
-6% -$114K 0.13% 144
2024
Q3 		$2.14M Buy
29,791
+340
+1% +$23.3K 0.16% 121
2024
Q2 		$1.87M Sell
29,451
-146
-0.5% -$9.04K 0.14% 131
2024
Q1 		$1.81M Buy
29,597
+197
+0.7% +$11.8K 0.14% 138
2023
Q4 		$1.73M Buy
29,400
+3,811
+15% +$216K 0.15% 133
2023
Q3 		$1.43M Sell
25,589
-2,491
-9% -$149K 0.14% 153
2023
Q2 		$1.69M Buy
28,080
+1,201
+4% +$74.7K 0.15% 138
2023
Q1 		$1.67M Sell
26,879
-591
-2% -$35.8K 0.15% 149
2022
Q4 		$1.75M Buy
27,470
+5,046
+23% +$305K 0.16% 142
2022
Q3 		$1.26M Sell
22,424
-5,285
-19% -$328K 0.12% 215
2022
Q2 		$1.74M Buy
27,709
+5,643
+26% +$358K 0.17% 117
2022
Q1 		$1.37M Buy
22,066
+3,908
+22% +$238K 0.13% 197
2021
Q4 		$1.07M Buy
+18,158
New +$1.01M 0.1% 279

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's KO Position: Q1 2025 in Review

Schechter Investment Advisors increased its Coca-Cola (KO) stake by 31% in Q1 2025, buying an estimated $576K and bringing the position to 36,657 shares worth $2.63M. The position accounts for 0.22% of the portfolio, ranked #92.

Schechter Investment Advisors first reported a position in KO in Q4 2021 and has held it in 14 quarters since. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Schechter Investment Advisors held 36,657 shares of Coca-Cola worth $2.63M as of Q1 2025.
  • Schechter Investment Advisors bought 8,619 Coca-Cola shares in Q1 2025, an estimated $576K.
  • Coca-Cola made up 0.22% of Schechter Investment Advisors's portfolio in Q1 2025, its #92 holding.
  • Schechter Investment Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 14 quarters since.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.