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

Waratah 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
Q2 		– Sell
-26,441
Closed -$1.89M – 200
2025
Q1 		$1.89M Buy
+26,441
New +$1.77M 0.05% 129
2014
Q1 		– Sell
-43,200
Closed -$1.78M – 89
2013
Q4 		$1.78M Buy
+43,200
New +$1.7M 0.68% 45

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 $134M AUM 21.11% 1-Year Est. Return

Waratah Capital Advisors's KO Position: Q2 2025 in Review

Waratah Capital Advisors sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 26,441 shares — an estimated $1.89M sold.

Waratah Capital Advisors first reported a position in KO in Q4 2013 and held it in 2 quarters. The position peaked at $1.89M in Q1 2025. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Waratah Capital Advisors reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 26,441 Coca-Cola shares in Q2 2025, an estimated $1.89M.
  • Waratah Capital Advisors first reported a position in Coca-Cola in Q4 2013 and held it in 2 quarters.
  • Waratah Capital Advisors's Coca-Cola position peaked at $1.89M in Q1 2025.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Waratah Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.