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Stillwater Capital Advisors’s Coca-Cola KO Stock Holding History

Stillwater Capital Advisors’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
Q1 		– Sell
-200,897
Closed -$12.5M – 71
2024
Q4 		$12.5M Buy
200,897
+3,632
+2% +$237K 1.55% 28
2024
Q3 		$14.2M Sell
197,265
-1,261
-0.6% -$86.3K 1.83% 25
2024
Q2 		$12.6M Sell
198,526
-1,915
-1% -$119K 1.76% 24
2024
Q1 		$12.3M Sell
200,441
-1,175
-0.6% -$70.6K 1.82% 24
2023
Q4 		$11.9M Buy
201,616
+2,699
+1% +$153K 1.91% 25
2023
Q3 		$11.1M Sell
198,917
-592
-0.3% -$35.5K 2.03% 21
2023
Q2 		$12M Buy
199,509
+730
+0.4% +$45.4K 2.12% 20
2023
Q1 		$12.3M Sell
198,779
-2,085
-1% -$126K 2.39% 21
2022
Q4 		$12.8M Buy
+200,864
New +$12.1M 2.7% 16
2017
Q3 		– Sell
-4,957
Closed -$222K – 77
2017
Q2 		$222K Buy
4,957
+3
+0.1% +$133 0.06% 74
2017
Q1 		$210K Sell
4,954
-510
-9% -$21.3K 0.06% 74
2016
Q4 		$227K Buy
5,464
+516
+10% +$21.5K 0.06% 72
2016
Q3 		$209K Buy
4,948
+3
+0.1% +$131 0.06% 71
2016
Q2 		$224K Buy
4,945
+3
+0.1% +$136 0.07% 74
2016
Q1 		$229K Hold
4,942
– – 0.07% 72
2015
Q4 		$212K Buy
+4,942
New +$210K 0.07% 71
2014
Q2 		– Sell
-6,388
Closed -$247K – 74
2014
Q1 		$247K Sell
6,388
-1,914
-23% -$73.9K 0.09% 63
2013
Q4 		$343K Buy
+8,302
New +$327K 0.13% 55

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stillwater Capital Advisors's KO Position: Q1 2025 in Review

Stillwater Capital Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 200,897 shares — an estimated $12.5M sold.

Stillwater Capital Advisors first reported a position in KO in Q4 2013 and held it in 18 quarters. The position peaked at $14.2M in Q3 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Stillwater Capital Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Stillwater Capital Advisors sold 200,897 Coca-Cola shares in Q1 2025, an estimated $12.5M.
  • Stillwater Capital Advisors first reported a position in Coca-Cola in Q4 2013 and held it in 18 quarters.
  • Stillwater Capital Advisors's Coca-Cola position peaked at $14.2M in Q3 2024.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Stillwater Capital Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.