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Sienna Gestion’s Coca-Cola KO Stock Holding History

Sienna Gestion’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
Q3 		– Sell
-89,794
Closed -$5.8M – 175
2025
Q2 		$5.8M Buy
89,794
+8,928
+11% +$636K 0.4% 87
2025
Q1 		$5.63M Sell
80,866
-5,278
-6% -$352K 0.46% 82
2024
Q4 		$5.36M Hold
86,144
– – 0.36% 100
2024
Q3 		$6.18M Buy
86,144
+13,398
+18% +$917K 0.41% 92
2024
Q2 		$4.63M Hold
72,746
– – 0.41% 98
2024
Q1 		$4.45M Buy
+72,746
New +$4.37M 0.38% 100

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sienna Gestion's KO Position: Q3 2025 in Review

Sienna Gestion sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 89,794 shares — an estimated $5.8M sold.

Sienna Gestion first reported a position in KO in Q1 2024 and held it in 6 quarters. The position peaked at $6.18M in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Sienna Gestion reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Sienna Gestion sold 89,794 Coca-Cola shares in Q3 2025, an estimated $5.8M.
  • Sienna Gestion first reported a position in Coca-Cola in Q1 2024 and held it in 6 quarters.
  • Sienna Gestion's Coca-Cola position peaked at $6.18M in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Sienna Gestion's 13F filing for Q3 2025, filed 13 Nov 2025.