BOLTON SECURITIES CORPORATION’s Coca-Cola KO Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.72M	Buy	+37,933	New	+$2.53M	0.16%	167

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 $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

BOLTON SECURITIES CORPORATION's KO Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Coca-Cola (KO) in Q1 2025: 37,933 shares worth $2.72M. The stake represents 0.16% of the portfolio and ranks #167 among its holdings.

3,380 funds tracked by Wall St. Rank hold KO as of Q1 2025.

BOLTON SECURITIES CORPORATION held 37,933 shares of Coca-Cola worth $2.72M as of Q1 2025.
Coca-Cola was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Coca-Cola made up 0.16% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #167 holding.
3,380 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.