SFA
KO icon

Semmax Financial Advisors’s Coca-Cola KO Stock Holding History

Semmax Financial 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
Q2 		$4.06M Buy
57,662
+778
+1% +$55.4K 1.04% 39
2025
Q1 		$4.01M Buy
56,884
+1,609
+3% +$107K 1.09% 35
2024
Q4 		$3.84M Buy
55,275
+2,179
+4% +$142K 1.03% 39
2024
Q3 		$3.36M Buy
53,096
+647
+1% +$44.3K 0.92% 45
2024
Q2 		$3.59M Sell
52,449
-1,462
-3% -$90.5K 1.08% 37
2024
Q1 		$3.43M Sell
53,911
-4,794
-8% -$288K 1.13% 38
2023
Q4 		$3.48M Sell
58,705
-6,031
-9% -$343K 1.27% 31
2023
Q3 		$3.69M Buy
+64,736
New +$3.88M 1.48% 23
2022
Q4 		$4.51M Buy
73,170
+215
+0.3% +$13K 1.8% 23
2022
Q3 		$4.34M Buy
72,955
+5,980
+9% +$372K 1.84% 24
2022
Q2 		$4.26M Buy
66,975
+7,154
+12% +$453K 1.74% 24
2022
Q1 		$3.71M Buy
59,821
+4,504
+8% +$274K 1.46% 22
2021
Q4 		$3.27M Sell
55,317
-4,068
-7% -$227K 1.21% 27
2021
Q3 		$3.12M Sell
59,385
-4,676
-7% -$261K 1.08% 38
2021
Q2 		$3.47M Buy
64,061
+4,220
+7% +$230K 1.11% 32
2021
Q1 		$3.15M Buy
59,841
+6,328
+12% +$319K 1.12% 31
2020
Q4 		$2.94M Buy
53,513
+1,406
+3% +$72.7K 1.21% 27
2020
Q3 		$2.57M Sell
52,107
-134
-0.3% -$6.45K 1.22% 26
2020
Q2 		$2.33M Buy
52,241
+5,048
+11% +$233K 1.22% 28
2020
Q1 		$2.09M Buy
47,193
+3,530
+8% +$191K 1.32% 25
2019
Q4 		$2.42M Buy
43,663
+4,710
+12% +$253K 1.33% 23
2019
Q3 		$2.12M Buy
38,953
+5,339
+16% +$286K 1.27% 27
2019
Q2 		$1.71M Buy
33,614
+13,235
+65% +$649K 1.1% 28
2019
Q1 		$955K Buy
20,379
+7,077
+53% +$331K 0.66% 38
2018
Q4 		$630K Buy
+13,302
New +$637K 0.49% 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 $134M AUM 21.11% 1-Year Est. Return

Semmax Financial Advisors's KO Position: Q2 2025 in Review

Semmax Financial Advisors increased its Coca-Cola (KO) stake by 1.4% in Q2 2025, buying an estimated $55.4K and bringing the position to 57,662 shares worth $4.06M. The position accounts for 1.04% of the portfolio, ranked #39.

Semmax Financial Advisors first reported a position in KO in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.51M in Q4 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Semmax Financial Advisors held 57,662 shares of Coca-Cola worth $4.06M as of Q2 2025.
  • Semmax Financial Advisors bought 778 Coca-Cola shares in Q2 2025, an estimated $55.4K.
  • Coca-Cola made up 1.04% of Semmax Financial Advisors's portfolio in Q2 2025, its #39 holding.
  • Semmax Financial Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Coca-Cola position peaked at $4.51M in Q4 2022.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.