WinCap Financial’s Coca-Cola KO Stock Holding History

WinCap Financial’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	-18,463	Closed	-$1.15M	–	79
2024 Q4	$1.15M	Buy	+18,463	New	+$1.21M	1.17%	25

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WinCap Financial's KO Position: Q1 2025 in Review

WinCap Financial sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 18,463 shares — an estimated $1.15M sold.

WinCap Financial first reported a position in KO in Q4 2024 and held it in 1 quarter. The position peaked at $1.15M in Q4 2024. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

WinCap Financial reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
WinCap Financial sold 18,463 Coca-Cola shares in Q1 2025, an estimated $1.15M.
WinCap Financial first reported a position in Coca-Cola in Q4 2024 and held it in 1 quarter.
WinCap Financial's Coca-Cola position peaked at $1.15M in Q4 2024.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on WinCap Financial's 13F filing for Q1 2025, filed 7 May 2025.