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Waverton Investment Management’s Coca-Cola KO Stock Holding History

Waverton Investment Management’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
-51,084
Closed -$3.39M – 54
2025
Q3 		$3.39M Sell
51,084
-15,689
-23% -$1.08M 0.04% 52
2025
Q2 		$4.72M Sell
66,773
-44,314
-40% -$3.16M 0.07% 56
2025
Q1 		$7.96M Sell
111,087
-16,500
-13% -$1.1M 0.12% 50
2024
Q4 		$7.95M Sell
127,587
-16,405
-11% -$1.07M 0.13% 49
2024
Q3 		$10.3M Sell
143,992
-13,967
-9% -$956K 0.17% 48
2024
Q2 		$10.1M Sell
157,959
-5,303
-3% -$328K 0.19% 44
2024
Q1 		$9.98M Sell
163,262
-448,937
-73% -$27M 0.21% 43
2023
Q4 		$36.1M Buy
612,199
+32,034
+6% +$1.82M 0.88% 26
2023
Q3 		$32.5M Buy
580,165
+59,311
+11% +$3.56M 0.94% 24
2023
Q2 		$31.4M Buy
520,854
+36,652
+8% +$2.28M 0.89% 28
2023
Q1 		$30M Sell
484,202
-36,179
-7% -$2.19M 0.93% 29
2022
Q4 		$33.1M Buy
520,381
+23,920
+5% +$1.44M 1.22% 26
2022
Q3 		$27.8M Buy
496,461
+131,178
+36% +$8.15M 1.14% 24
2022
Q2 		$23M Sell
365,283
-21,715
-6% -$1.38M 0.89% 27
2022
Q1 		$24M Buy
386,998
+70,549
+22% +$4.29M 0.81% 28
2021
Q4 		$18.7M Buy
316,449
+193,089
+157% +$10.8M 0.59% 27
2021
Q3 		$6.47M Buy
123,360
+15,875
+15% +$885K 0.26% 35
2021
Q2 		$5.82M Buy
107,485
+7,526
+8% +$409K 0.23% 37
2021
Q1 		$5.27M Buy
99,959
+17,303
+21% +$871K 0.23% 34
2020
Q4 		$4.53M Buy
+82,656
New +$4.27M 0.21% 37
2014
Q4 		– Sell
-11,620
Closed -$496K – 96
2014
Q3 		$496K Hold
11,620
– – 0.03% 90
2014
Q2 		$492K Hold
11,620
– – 0.03% 91
2014
Q1 		$449K Sell
11,620
-550
-5% -$21.2K 0.02% 158
2013
Q4 		$503K Buy
12,170
+1,000
+9% +$39.4K 0.03% 157
2013
Q3 		$423K Buy
+11,170
New +$442K 0.02% 176

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waverton Investment Management's KO Position: Q4 2025 in Review

Waverton Investment Management sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 51,084 shares — an estimated $3.39M sold.

Waverton Investment Management first reported a position in KO in Q3 2013 and held it in 25 quarters. The position peaked at $36.1M in Q4 2023. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Waverton Investment Management reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 51,084 Coca-Cola shares in Q4 2025, an estimated $3.39M.
  • Waverton Investment Management first reported a position in Coca-Cola in Q3 2013 and held it in 25 quarters.
  • Waverton Investment Management's Coca-Cola position peaked at $36.1M in Q4 2023.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.