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Schoolcraft Capital’s Coca-Cola KO Stock Holding History

Schoolcraft 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 		– Sell
-3,462
Closed -$248K – 68
2025
Q1 		$248K Buy
+3,462
New +$231K 0.05% 68
2023
Q4 		– Sell
-5,798
Closed -$325K – 72
2023
Q3 		$325K Hold
5,798
– – 0.09% 54
2023
Q2 		$349K Buy
+5,798
New +$361K 0.1% 49

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 $138M AUM 28.86% 1-Year Est. Return

Schoolcraft Capital's KO Position: Q2 2025 in Review

Schoolcraft Capital sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,462 shares — an estimated $248K sold.

Schoolcraft Capital first reported a position in KO in Q2 2023 and held it in 3 quarters. The position peaked at $349K in Q2 2023. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Schoolcraft Capital reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Schoolcraft Capital sold 3,462 Coca-Cola shares in Q2 2025, an estimated $248K.
  • Schoolcraft Capital first reported a position in Coca-Cola in Q2 2023 and held it in 3 quarters.
  • Schoolcraft Capital's Coca-Cola position peaked at $349K in Q2 2023.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Schoolcraft Capital's 13F filing for Q2 2025, filed 31 Jul 2025.