Smith Anglin Financial’s Coca-Cola KO Stock Holding History

Smith Anglin Financial’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	$1.69M	Buy	23,921 +71	+0.3%	+$5.06K	0.15%	57
2025 Q1	$1.71M	Buy	23,850 +187	+0.8%	+$12.5K	0.18%	53
2024 Q4	$1.47M	Buy	23,663 +207	+0.9%	+$13.5K	0.14%	57
2024 Q3	$1.69M	Buy	23,456 +49	+0.2%	+$3.35K	0.16%	51
2024 Q2	$1.49M	Sell	23,407 -258	-1%	-$16K	0.15%	56
2024 Q1	$1.45M	Buy	23,665 +285	+1%	+$17.1K	0.15%	59
2023 Q4	$1.38M	Buy	23,380 +182	+0.8%	+$10.3K	0.16%	60
2023 Q3	$1.3M	Sell	23,198 -1,500	-6%	-$90K	0.16%	58
2023 Q2	$1.49M	Buy	24,698 +88	+0.4%	+$5.47K	0.18%	56
2023 Q1	$1.53M	Sell	24,610 -81	-0.3%	-$4.9K	0.23%	48
2022 Q4	$1.57M	Buy	24,691 +12	+0%	+$724	0.3%	39
2022 Q3	$1.38M	Sell	24,679 -128	-0.5%	-$7.96K	0.29%	38
2022 Q2	$1.56M	Buy	24,807 +83	+0.3%	+$5.26K	0.46%	34
2022 Q1	$1.53M	Buy	24,724 +285	+1%	+$17.3K	0.36%	36
2021 Q4	$1.45M	Buy	24,439 +459	+2%	+$25.6K	0.25%	45
2021 Q3	$1.26M	Buy	23,980 +1,518	+7%	+$84.6K	0.25%	53
2021 Q2	$1.22M	Buy	22,462 +174	+0.8%	+$9.47K	0.23%	55
2021 Q1	$1.18M	Sell	22,288 -154	-0.7%	-$7.75K	0.25%	53
2020 Q4	$1.23M	Buy	+22,442	New	+$1.16M	0.22%	48

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Smith Anglin Financial's KO Position: Q2 2025 in Review

Smith Anglin Financial increased its Coca-Cola (KO) stake by 0.3% in Q2 2025, buying an estimated $5.06K and bringing the position to 23,921 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #57.

Smith Anglin Financial first reported a position in KO in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.71M in Q1 2025. 3,364 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Smith Anglin Financial held 23,921 shares of Coca-Cola worth $1.69M as of Q2 2025.
Smith Anglin Financial bought 71 Coca-Cola shares in Q2 2025, an estimated $5.06K.
Coca-Cola made up 0.15% of Smith Anglin Financial's portfolio in Q2 2025, its #57 holding.
Smith Anglin Financial first reported a position in Coca-Cola in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's Coca-Cola position peaked at $1.71M in Q1 2025.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.