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Yeomans Consulting Group’s Coca-Cola KO Stock Holding History

Yeomans Consulting Group’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 		$4.82M Sell
68,942
-78
-0.1% -$5.44K 1.41% 18
2025
Q3 		$4.61M Buy
69,020
+32,478
+89% +$2.24M 1.59% 17
2025
Q2 		$2.62M Buy
36,542
+69
+0.2% +$4.92K 1.08% 21
2025
Q1 		$2.61M Sell
36,473
-2,079
-5% -$139K 1.01% 21
2024
Q4 		$2.4M Sell
38,552
-2,904
-7% -$190K 0.9% 21
2024
Q3 		$2.98M Sell
41,456
-356
-0.9% -$24.4K 1.11% 19
2024
Q2 		$2.66M Buy
41,812
+4,169
+11% +$258K 1.03% 20
2024
Q1 		$2.3M Sell
37,643
-230
-0.6% -$13.8K 1.01% 20
2023
Q4 		$2.23M Buy
+37,873
New +$2.15M 1.11% 19

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Yeomans Consulting Group's KO Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Coca-Cola (KO) stake by 0.11% in Q4 2025, selling an estimated $5.44K and leaving 68,942 shares worth $4.82M. The position accounts for 1.41% of the portfolio, ranked #18.

Yeomans Consulting Group first reported a position in KO in Q4 2023 and has held it in 9 quarters since. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Yeomans Consulting Group held 68,942 shares of Coca-Cola worth $4.82M as of Q4 2025.
  • Yeomans Consulting Group sold 78 Coca-Cola shares in Q4 2025, an estimated $5.44K.
  • Coca-Cola made up 1.41% of Yeomans Consulting Group's portfolio in Q4 2025, its #18 holding.
  • Yeomans Consulting Group first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
  • 3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.