United Services Automobile Association’s Coca-Cola KO Stock Holding History

United Services Automobile Association’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	-90,120	Closed	-$6.34M	–	559
2025 Q1	$6.34M	Hold	90,120	–	–	0.2%	65
2024 Q4	$5.61M	Sell	90,120 -255,887	-74%	-$16.7M	0.18%	78
2024 Q3	$24.9M	Sell	346,007 -122,705	-26%	-$8.4M	0.63%	36
2024 Q2	$29.8M	Buy	468,712 +132,219	+39%	+$8.18M	0.76%	33
2024 Q1	$20.6M	Sell	336,493 -216,358	-39%	-$13M	0.51%	48
2023 Q4	$32.6M	Sell	552,851 -463,363	-46%	-$26.3M	0.72%	27
2023 Q3	$56.9M	Buy	1,016,214 +14,091	+1%	+$845K	1.43%	15
2023 Q2	$60.3M	Buy	1,002,123 +1,257	+0.1%	+$78.2K	1.73%	12
2023 Q1	$62.1M	Sell	1,000,866 -323,991	-24%	-$19.6M	1.99%	10
2022 Q4	$84.3M	Sell	1,324,857 -4,973	-0.4%	-$300K	1.93%	10
2022 Q3	$74.5M	Buy	1,329,830 +6,540	+0.5%	+$406K	2.08%	8
2022 Q2	$83.2M	Sell	1,323,290 -42,153	-3%	-$2.67M	2.17%	5
2022 Q1	$84.7M	Hold	1,365,443	–	–	1.58%	12
2021 Q4	$80.8M	Sell	1,365,443 -19,478	-1%	-$1.08M	1.36%	14
2021 Q3	$72.7M	Sell	1,384,921 -49,102	-3%	-$2.74M	1.27%	14
2021 Q2	$77.6M	Buy	1,434,023 +235,722	+20%	+$12.8M	1.42%	12
2021 Q1	$63.2M	Sell	1,198,301 -55,759	-4%	-$2.81M	1.15%	19
2020 Q4	$68.7M	Hold	1,254,060	–	–	1.16%	17
2020 Q3	$61.9M	Buy	1,254,060 +811,171	+183%	+$39M	1.2%	19
2020 Q2	$19.8M	Buy	442,889 +32,416	+8%	+$1.49M	0.42%	51
2020 Q1	$18.2M	Sell	410,473 -147,766	-26%	-$7.98M	0.24%	67
2019 Q4	$30.9M	Buy	558,239 +372	+0.1%	+$20K	0.35%	52
2019 Q3	$30.4M	Sell	557,867 -2,435,407	-81%	-$130M	0.38%	52
2019 Q2	$152M	Sell	2,993,274 -432,967	-13%	-$21.2M	0.38%	51
2019 Q1	$161M	Buy	3,426,241 +256,221	+8%	+$12M	0.41%	53
2018 Q4	$150M	Buy	3,170,020 +127,621	+4%	+$6.11M	0.44%	48
2018 Q3	$141M	Buy	3,042,399 +226,593	+8%	+$10.4M	0.35%	63
2018 Q2	$124M	Sell	2,815,806 -134,395	-5%	-$5.8M	0.33%	68
2018 Q1	$128M	Buy	2,950,201 +43,300	+1%	+$1.94M	0.34%	62
2017 Q4	$133M	Sell	2,906,901 -111,050	-4%	-$5.1M	0.37%	58
2017 Q3	$136M	Buy	3,017,951 +53,990	+2%	+$2.46M	0.4%	52
2017 Q2	$133M	Sell	2,963,961 -183,711	-6%	-$8.12M	0.4%	56
2017 Q1	$134M	Sell	3,147,672 -52,955	-2%	-$2.21M	0.42%	55
2016 Q4	$133M	Sell	3,200,627 -24,422	-0.8%	-$1.02M	0.44%	49
2016 Q3	$136M	Buy	3,225,049 +41,364	+1%	+$1.81M	0.46%	49
2016 Q2	$144M	Buy	3,183,685 +273,065	+9%	+$12.3M	0.52%	43
2016 Q1	$135M	Buy	2,910,620 +141,287	+5%	+$6.15M	0.49%	46
2015 Q4	$119M	Buy	2,769,333 +3,512	+0.1%	+$149K	0.42%	51
2015 Q3	$111M	Buy	2,765,821 +256,938	+10%	+$10.3M	0.41%	51
2015 Q2	$98.4M	Buy	2,508,883 +96,496	+4%	+$3.92M	0.34%	66
2015 Q1	$97.8M	Buy	2,412,387 +140,734	+6%	+$5.89M	0.34%	66
2014 Q4	$95.9M	Buy	2,271,653 +17,360	+0.8%	+$741K	0.34%	71
2014 Q3	$96.2M	Buy	2,254,293 +43,893	+2%	+$1.81M	0.35%	66
2014 Q2	$93.6M	Sell	2,210,400 -7,854	-0.4%	-$319K	0.34%	64
2014 Q1	$85.8M	Buy	2,218,254 +489,612	+28%	+$18.9M	0.33%	68
2013 Q4	$71.4M	Sell	1,728,642 -105,927	-6%	-$4.18M	0.28%	81
2013 Q3	$69.5M	Sell	1,834,569 -150,949	-8%	-$5.97M	0.3%	81
2013 Q2	$79.6M	Buy	+1,985,518	New	+$82.2M	0.37%	61

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

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

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

United Services Automobile Association's KO Position: Q2 2025 in Review

United Services Automobile Association sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 90,120 shares — an estimated $6.34M sold.

United Services Automobile Association first reported a position in KO in Q2 2013 and held it in 48 quarters. The position peaked at $161M in Q1 2019. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

United Services Automobile Association reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 90,120 Coca-Cola shares in Q2 2025, an estimated $6.34M.
United Services Automobile Association first reported a position in Coca-Cola in Q2 2013 and held it in 48 quarters.
United Services Automobile Association's Coca-Cola position peaked at $161M in Q1 2019.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.