Sellwood Investment Partners’s Coca-Cola KO Stock Holding History

Sellwood Investment 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	-38	Closed	-$2.52K	–	83
2025 Q3	$2.52K	Buy	+38	New	+$2.62K	﹤0.01%	85

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sellwood Investment Partners's KO Position: Q4 2025 in Review

Sellwood Investment Partners sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 38 shares — an estimated $2.52K sold.

Sellwood Investment Partners first reported a position in KO in Q3 2025 and held it in 1 quarter. The position peaked at $2.52K in Q3 2025. 3,470 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Sellwood Investment Partners reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Sellwood Investment Partners sold 38 Coca-Cola shares in Q4 2025, an estimated $2.52K.
Sellwood Investment Partners first reported a position in Coca-Cola in Q3 2025 and held it in 1 quarter.
Sellwood Investment Partners's Coca-Cola position peaked at $2.52K in Q3 2025.
3,470 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.