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

WCM 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
Q1 		– Sell
-64,128
Closed -$3.98M – 293
2024
Q4 		$3.98M Buy
64,128
+38,017
+146% +$2.48M 0.01% 194
2024
Q3 		$1.87M Buy
26,111
+20,682
+381% +$1.42M ﹤0.01% 208
2024
Q2 		$347K Buy
+5,429
New +$336K ﹤0.01% 246
2015
Q4 		– Sell
-7,976
Closed -$320K – 104
2015
Q3 		$320K Sell
7,976
-2,310
-22% -$92.5K 0.01% 96
2015
Q2 		$404K Hold
10,286
– – 0.01% 101
2015
Q1 		$417K Sell
10,286
-640
-6% -$26.8K 0.01% 124
2014
Q4 		$461K Sell
10,926
-160
-1% -$6.83K 0.01% 100
2014
Q3 		$473K Buy
11,086
+30
+0.3% +$1.24K 0.01% 99
2014
Q2 		$468K Buy
11,056
+2,490
+29% +$101K 0.01% 122
2014
Q1 		$331K Buy
8,566
+25
+0.3% +$966 0.01% 133
2013
Q4 		$353K Sell
8,541
-30
-0.4% -$1.18K 0.01% 124
2013
Q3 		$325K Sell
8,571
-2,375
-22% -$93.9K 0.02% 118
2013
Q2 		$439K Buy
+10,946
New +$453K 0.02% 117

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WCM Investment Management's KO Position: Q1 2025 in Review

WCM Investment Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 64,128 shares — an estimated $3.98M sold.

WCM Investment Management first reported a position in KO in Q2 2013 and held it in 13 quarters. The position peaked at $3.98M in Q4 2024. 3,373 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • WCM Investment Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • WCM Investment Management sold 64,128 Coca-Cola shares in Q1 2025, an estimated $3.98M.
  • WCM Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 13 quarters.
  • WCM Investment Management's Coca-Cola position peaked at $3.98M in Q4 2024.
  • 3,373 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on WCM Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.