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Versor Investments’s Coca-Cola KO Stock Holding History

Versor Investments’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
Q3 		– Sell
-5,291
Closed -$374K – 801
2025
Q2 		$374K Sell
5,291
-2,964
-36% -$211K 0.07% 473
2025
Q1 		$591K Sell
8,255
-9,745
-54% -$651K 0.1% 354
2024
Q4 		$1.12M Buy
18,000
+673
+4% +$43.9K 0.19% 125
2024
Q3 		$1.25M Buy
17,327
+12,793
+282% +$876K 0.2% 135
2024
Q2 		$289K Buy
+4,534
New +$281K 0.05% 535
2024
Q1 		– Sell
-15,162
Closed -$893K – 799
2023
Q4 		$893K Sell
15,162
-6,100
-29% -$346K 0.18% 160
2023
Q3 		$1.19M Sell
21,262
-3,781
-15% -$227K 0.24% 88
2023
Q2 		$1.51M Buy
25,043
+9,454
+61% +$588K 0.26% 36
2023
Q1 		$967K Buy
15,589
+5,700
+58% +$345K 0.13% 117
2022
Q4 		$629K Sell
9,889
-24,000
-71% -$1.45M 0.05% 273
2022
Q3 		$1.9M Buy
33,889
+11,160
+49% +$694K 0.11% 96
2022
Q2 		$1.43M Buy
22,729
+6,923
+44% +$439K 0.05% 156
2022
Q1 		$980K Sell
15,806
-7,994
-34% -$486K 0.04% 121
2021
Q4 		$1.41M Sell
23,800
-5,014
-17% -$279K 0.04% 78
2021
Q3 		$1.51M Buy
28,814
+12,881
+81% +$718K 0.05% 71
2021
Q2 		$862K Buy
+15,933
New +$867K 0.03% 80
2020
Q3 		– Sell
-14,600
Closed -$652K – 314
2020
Q2 		$652K Buy
+14,600
New +$672K 0.06% 58

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Versor Investments's KO Position: Q3 2025 in Review

Versor Investments sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 5,291 shares — an estimated $374K sold.

Versor Investments first reported a position in KO in Q2 2020 and held it in 17 quarters. The position peaked at $1.9M in Q3 2022. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Versor Investments reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Versor Investments sold 5,291 Coca-Cola shares in Q3 2025, an estimated $374K.
  • Versor Investments first reported a position in Coca-Cola in Q2 2020 and held it in 17 quarters.
  • Versor Investments's Coca-Cola position peaked at $1.9M in Q3 2022.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Versor Investments's 13F filing for Q3 2025, filed 6 Nov 2025.