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Studio Investment Management’s Coca-Cola KO Stock Holding History

Studio Investment Management’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
-886
Closed -$64K – 245
2025
Q1 		$64K Sell
886
-305
-26% -$20.4K 0.01% 200
2024
Q4 		$74.2K Sell
1,191
-19
-2% -$1.24K 0.02% 183
2024
Q3 		$87.5K Buy
1,210
+4
+0.3% +$274 0.02% 178
2024
Q2 		$77.9K Buy
1,206
+191
+19% +$11.8K 0.02% 174
2024
Q1 		$63.7K Sell
1,015
-2,107
-67% -$127K 0.02% 175
2023
Q4 		$184K Sell
3,122
-36
-1% -$2.04K 0.05% 144
2023
Q3 		$178K Buy
3,158
+165
+6% +$9.9K 0.05% 147
2023
Q2 		$182K Sell
2,993
-119
-4% -$7.4K 0.05% 135
2023
Q1 		$195K Sell
3,112
-1,502
-33% -$90.9K 0.06% 116
2022
Q4 		$293K Buy
4,614
+167
+4% +$10.1K 0.1% 110
2022
Q3 		$249K Buy
4,447
+389
+10% +$24.2K 0.09% 115
2022
Q2 		$255K Sell
4,058
-805
-17% -$51K 0.09% 117
2022
Q1 		$302K Sell
4,863
-220
-4% -$13.4K 0.1% 98
2021
Q4 		$301K Buy
5,083
+557
+12% +$31K 0.11% 98
2021
Q3 		$237K Buy
+4,526
New +$252K 0.1% 97

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

Studio Investment Management's KO Position: Q2 2025 in Review

Studio Investment Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 886 shares — an estimated $64K sold.

Studio Investment Management first reported a position in KO in Q3 2021 and held it in 15 quarters. The position peaked at $302K in Q1 2022. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Studio Investment Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 886 Coca-Cola shares in Q2 2025, an estimated $64K.
  • Studio Investment Management first reported a position in Coca-Cola in Q3 2021 and held it in 15 quarters.
  • Studio Investment Management's Coca-Cola position peaked at $302K in Q1 2022.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.