SAS
KO icon

Spurstone Advisory Services’s Coca-Cola KO Stock Holding History

Spurstone Advisory Services’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 		– Sell
-103
Closed -$7.29K – 139
2025
Q2 		$7.29K Hold
103
– – 0.11% 75
2025
Q1 		$7.38K Hold
103
– – 0.14% 47
2024
Q4 		$6.41K Buy
+103
New +$6.72K 0.12% 44

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

Spurstone Advisory Services's KO Position: Q3 2025 in Review

Spurstone Advisory Services sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 103 shares — an estimated $7.29K sold.

Spurstone Advisory Services first reported a position in KO in Q4 2024 and held it in 3 quarters. The position peaked at $7.38K in Q1 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Spurstone Advisory Services reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 103 Coca-Cola shares in Q3 2025, an estimated $7.29K.
  • Spurstone Advisory Services first reported a position in Coca-Cola in Q4 2024 and held it in 3 quarters.
  • Spurstone Advisory Services's Coca-Cola position peaked at $7.38K in Q1 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Spurstone Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.