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SPC Financial Inc’s Coca-Cola KO Stock Holding History

SPC Financial Inc’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 		$450K Buy
6,786
+3,817
+129% +$263K 0.04% 181
2025
Q2 		$210K Buy
2,969
+169
+6% +$12K 0.02% 245
2025
Q1 		$201K Buy
+2,800
New +$187K 0.02% 253

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

SPC Financial Inc's KO Position: Q3 2025 in Review

SPC Financial Inc increased its Coca-Cola (KO) stake by 129% in Q3 2025, buying an estimated $263K and bringing the position to 6,786 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #181.

SPC Financial Inc first reported a position in KO in Q1 2025 and has held it in 3 quarters since. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • SPC Financial Inc held 6,786 shares of Coca-Cola worth $450K as of Q3 2025.
  • SPC Financial Inc bought 3,817 Coca-Cola shares in Q3 2025, an estimated $263K.
  • Coca-Cola made up 0.04% of SPC Financial Inc's portfolio in Q3 2025, its #181 holding.
  • SPC Financial Inc first reported a position in Coca-Cola in Q1 2025 and has held it in 3 quarters since.
  • 3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.