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Strategic Financial Concepts’s Coca-Cola KO Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-3,431
Closed -$246K – 332
2025
Q1 		$246K Sell
3,431
-80
-2% -$5.34K 0.05% 274
2024
Q4 		$219K Buy
+3,511
New +$229K 0.04% 302
2024
Q3 		– Sell
-107,427
Closed -$116K – 496
2024
Q2 		$116K Buy
+107,427
New +$6.65M 0.07% 164
2023
Q4 		– Sell
-3,740
Closed -$209K – 209
2023
Q3 		$209K Buy
3,740
+204
+6% +$12.2K 0.07% 238
2023
Q2 		$213K Sell
3,536
-3
-0.1% -$187 0.08% 223
2023
Q1 		$220K Buy
+3,539
New +$214K 0.09% 202

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Strategic Financial Concepts's KO Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 3,431 shares — an estimated $246K sold.

Strategic Financial Concepts first reported a position in KO in Q1 2023 and held it in 6 quarters. The position peaked at $246K in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,431 Coca-Cola shares in Q2 2025, an estimated $246K.
  • Strategic Financial Concepts first reported a position in Coca-Cola in Q1 2023 and held it in 6 quarters.
  • Strategic Financial Concepts's Coca-Cola position peaked at $246K in Q1 2025.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.