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Socha Financial Group’s Coca-Cola KO Stock Holding History

Socha Financial Group’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
-3,557
Closed -$236K – 20
2025
Q3 		$236K Sell
3,557
-956
-21% -$65.8K 0.1% 20
2025
Q2 		$319K Buy
4,513
+743
+20% +$52.9K 0.14% 14
2025
Q1 		$270K Hold
3,770
– – 0.13% 20
2024
Q4 		$235K Buy
3,770
+3
+0.1% +$196 0.11% 22
2024
Q3 		$271K Buy
3,767
+2
+0.1% +$137 0.12% 21
2024
Q2 		$240K Sell
3,765
-241
-6% -$14.9K 0.11% 19
2024
Q1 		$245K Hold
4,006
– – 0.11% 28
2023
Q4 		$236K Sell
4,006
-691
-15% -$39.2K 0.11% 27
2023
Q3 		$263K Buy
4,697
+217
+5% +$13K 0.14% 24
2023
Q2 		$270K Buy
+4,480
New +$279K 0.14% 22

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Socha Financial Group's KO Position: Q4 2025 in Review

Socha Financial Group sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 3,557 shares — an estimated $236K sold.

Socha Financial Group first reported a position in KO in Q2 2023 and held it in 10 quarters. The position peaked at $319K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Socha Financial Group reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Socha Financial Group sold 3,557 Coca-Cola shares in Q4 2025, an estimated $236K.
  • Socha Financial Group first reported a position in Coca-Cola in Q2 2023 and held it in 10 quarters.
  • Socha Financial Group's Coca-Cola position peaked at $319K in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Socha Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.