Stance Capital’s Coca-Cola KO Stock Holding History

Stance Capital’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	-19	Closed	-$1.26K	–	217
2025 Q3	$1.26K	Buy	+19	New	+$1.31K	﹤0.01%	273
2025 Q1	–	Sell	-100	Closed	-$6.23K	–	169
2024 Q4	$6.23K	Buy	+100	New	+$6.53K	﹤0.01%	185

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

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

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

Norges Bank Oslo, Norway $1T AUM

Stance Capital's KO Position: Q4 2025 in Review

Stance Capital sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 19 shares — an estimated $1.26K sold.

Stance Capital first reported a position in KO in Q4 2024 and held it in 2 quarters. The position peaked at $6.23K in Q4 2024. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Stance Capital reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Stance Capital sold 19 Coca-Cola shares in Q4 2025, an estimated $1.26K.
Stance Capital first reported a position in Coca-Cola in Q4 2024 and held it in 2 quarters.
Stance Capital's Coca-Cola position peaked at $6.23K in Q4 2024.
3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Stance Capital's 13F filing for Q4 2025, filed 17 Mar 2026.