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Stephens Consulting’s Coca-Cola KO Stock Holding History

Stephens Consulting’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 		$89.8K Buy
1,285
+435
+51% +$30.3K 0.03% 108
2025
Q3 		$56.4K Sell
850
-1,872
-69% -$129K 0.02% 128
2025
Q2 		$193K Buy
2,722
+155
+6% +$11K 0.05% 100
2025
Q1 		$184K Sell
2,567
-291
-10% -$19.4K 0.05% 95
2024
Q4 		$178K Buy
2,858
+308
+12% +$20.1K 0.04% 106
2024
Q3 		$183K Hold
2,550
– – 0.05% 96
2024
Q2 		$162K Hold
2,550
– – 0.05% 99
2024
Q1 		$156K Sell
2,550
-200
-7% -$12K 0.05% 94
2023
Q4 		$162K Buy
2,750
+200
+8% +$11.4K 0.05% 91
2023
Q3 		$143K Buy
2,550
+1,600
+168% +$96K 0.06% 94
2023
Q2 		$57.2K Sell
950
-65
-6% -$4.04K 0.02% 150
2023
Q1 		$63K Hold
1,015
– – 0.04% 148
2022
Q4 		$64.6K Sell
1,015
-273
-21% -$16.5K 0.04% 147
2022
Q3 		$72.2K Buy
1,288
+65
+5% +$4.04K 0.06% 135
2022
Q2 		$76.9K Sell
1,223
-550
-31% -$34.9K 0.06% 130
2022
Q1 		$110K Sell
1,773
-877
-33% -$53.3K 0.09% 118
2021
Q4 		$157K Buy
+2,650
New +$148K 0.13% 116

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

Stephens Consulting's KO Position: Q4 2025 in Review

Stephens Consulting increased its Coca-Cola (KO) stake by 51% in Q4 2025, buying an estimated $30.3K and bringing the position to 1,285 shares worth $89.8K. The position accounts for 0.03% of the portfolio, ranked #108.

Stephens Consulting first reported a position in KO in Q4 2021 and has held it in 17 quarters since. The position peaked at $193K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Stephens Consulting held 1,285 shares of Coca-Cola worth $89.8K as of Q4 2025.
  • Stephens Consulting bought 435 Coca-Cola shares in Q4 2025, an estimated $30.3K.
  • Coca-Cola made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #108 holding.
  • Stephens Consulting first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Coca-Cola position peaked at $193K in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.