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

Sulzberger 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	-2,400	Closed	-$149K	–	57
2024 Q4	$149K	Buy	+2,400	New	+$157K	0.17%	59

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Sulzberger Capital Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 4,338 shares — an estimated $270K sold.

Sulzberger Capital Advisors first reported a position in KO in Q4 2024 and held it in 1 quarter. The position peaked at $270K in Q4 2024. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

Sulzberger Capital Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
Sulzberger Capital Advisors sold 4,338 Coca-Cola shares in Q1 2025, an estimated $270K.
Sulzberger Capital Advisors first reported a position in Coca-Cola in Q4 2024 and held it in 1 quarter.
Sulzberger Capital Advisors's Coca-Cola position peaked at $270K in Q4 2024.
3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Sulzberger Capital Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.