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Sonora Investment Management Group’s Coca-Cola KO Stock Holding History

Sonora Investment Management 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
Q3 		$6.38M Sell
96,272
-2,018
-2% -$139K 0.45% 58
2025
Q2 		$6.95M Buy
98,290
+2,087
+2% +$149K 0.52% 56
2025
Q1 		$6.89M Sell
96,203
-549
-0.6% -$36.7K 0.55% 58
2024
Q4 		$6.02M Sell
96,752
-465
-0.5% -$30.4K 0.46% 62
2024
Q3 		$6.99M Sell
97,217
-3,091
-3% -$212K 0.52% 64
2024
Q2 		$6.14M Hold
100,308
– – 0.48% 71
2024
Q1 		$6.14M Sell
100,308
-2,057
-2% -$124K 0.48% 71
2023
Q4 		$6.03M Sell
102,365
-4,116
-4% -$234K 0.49% 73
2023
Q3 		$5.96M Sell
106,481
-587
-0.5% -$35.2K 0.51% 71
2023
Q2 		$6.45M Sell
107,068
-3,255
-3% -$202K 0.54% 65
2023
Q1 		$6.84M Sell
110,323
-229
-0.2% -$13.9K 0.6% 65
2022
Q4 		$7.03M Sell
110,552
-227
-0.2% -$13.7K 0.64% 61
2022
Q3 		$6.97M Hold
110,779
– – 0.9% 46
2022
Q2 		$6.97M Buy
110,779
+6,361
+6% +$403K 0.66% 61
2022
Q1 		$6.47M Buy
104,418
+2,269
+2% +$138K 0.73% 53
2021
Q4 		$6.05M Buy
+102,149
New +$5.69M 0.7% 54

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

Sonora Investment Management Group's KO Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Coca-Cola (KO) stake by 2.1% in Q3 2025, selling an estimated $139K and leaving 96,272 shares worth $6.38M. The position accounts for 0.45% of the portfolio, ranked #58.

Sonora Investment Management Group first reported a position in KO in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.03M in Q4 2022. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Sonora Investment Management Group held 96,272 shares of Coca-Cola worth $6.38M as of Q3 2025.
  • Sonora Investment Management Group sold 2,018 Coca-Cola shares in Q3 2025, an estimated $139K.
  • Coca-Cola made up 0.45% of Sonora Investment Management Group's portfolio in Q3 2025, its #58 holding.
  • Sonora Investment Management Group first reported a position in Coca-Cola in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Coca-Cola position peaked at $7.03M in Q4 2022.
  • 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.