Single Point Partners’s Coca-Cola KO Stock Holding History

Single Point 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
2026 Q1	$235K	Buy	3,095 +4	+0.1%	+$302	0.05%	76
2025 Q4	$216K	Sell	3,091 -16	-0.5%	-$1.11K	0.04%	82
2025 Q3	$206K	Sell	3,107 -35	-1%	-$2.41K	0.04%	86
2025 Q2	$224K	Sell	3,142 -118	-4%	-$8.41K	0.05%	80
2025 Q1	$233K	Buy	+3,260	New	+$218K	0.05%	77
2023 Q2	–	Sell	-4,351	Closed	-$270K	–	114
2023 Q1	$270K	Sell	4,351 -3,350	-44%	-$203K	0.06%	121
2022 Q4	$490K	Buy	7,701 +446	+6%	+$26.9K	0.12%	73
2022 Q3	$406K	Sell	7,255 -167	-2%	-$10.4K	0.11%	75
2022 Q2	$467K	Buy	7,422 +2,784	+60%	+$176K	0.13%	64
2022 Q1	$290K	Buy	4,638 +40	+0.9%	+$2.43K	0.07%	83
2021 Q4	$272K	Buy	+4,598	New	+$256K	0.07%	67
2021 Q3	–	Sell	-4,642	Closed	-$253K	–	61
2021 Q2	$253K	Buy	+4,642	New	+$253K	0.09%	60
2021 Q1	–	Sell	-4,481	Closed	-$246K	–	96
2020 Q4	$246K	Buy	4,481 +268	+6%	+$13.9K	0.11%	62
2020 Q3	$210K	Buy	+4,213	New	+$203K	0.11%	62

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return