von Borstel & Associates’s Coca-Cola KO Stock Holding History

von Borstel & Associates’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 Q4	–	Sell	-7,989	Closed	-$563K	–	104
2025 Q3	$563K	Buy	+7,989	New	+$550K	0.09%	88

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

von Borstel & Associates's KO Position: Q4 2025 in Review

von Borstel & Associates sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 7,989 shares — an estimated $563K sold.

von Borstel & Associates first reported a position in KO in Q3 2025 and held it in 1 quarter. The position peaked at $563K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold KO as of Q4 2025.

von Borstel & Associates reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 7,989 Coca-Cola shares in Q4 2025, an estimated $563K.
von Borstel & Associates first reported a position in Coca-Cola in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's Coca-Cola position peaked at $563K in Q3 2025.
3,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.