1834 Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,819
| Closed | -$274K | – | 218 |
|
|
2024
Q3 | $274K | Sell |
3,819
-5,177
| -58% | -$355K | 0.03% | 200 |
|
|
2024
Q2 | $573K | Sell |
8,996
-688
| -7% | -$42.6K | 0.07% | 154 |
|
|
2024
Q1 | $592K | Sell |
9,684
-339
| -3% | -$20.4K | 0.07% | 155 |
|
|
2023
Q4 | $591K | Hold |
10,023
| – | – | 0.07% | 154 |
|
|
2023
Q3 | $561K | Sell |
10,023
-395
| -4% | -$23.7K | 0.07% | 157 |
|
|
2023
Q2 | $627K | Sell |
10,418
-1,030
| -9% | -$64.1K | 0.07% | 154 |
|
|
2023
Q1 | $710K | Buy |
11,448
+634
| +6% | +$38.4K | 0.09% | 142 |
|
|
2022
Q4 | $688K | Hold |
10,814
| – | – | 0.1% | 114 |
|
|
2022
Q3 | $606K | Sell |
10,814
-67,855
| -86% | -$4.22M | 0.09% | 115 |
|
|
2022
Q2 | $4.95M | Sell |
78,669
-105,656
| -57% | -$6.7M | 0.7% | 47 |
|
|
2022
Q1 | $11.4M | Sell |
184,325
-10,193
| -5% | -$620K | 1.4% | 18 |
|
|
2021
Q4 | $11.5M | Buy |
194,518
+1,784
| +0.9% | +$99.3K | 1.3% | 22 |
|
|
2021
Q3 | $10.1M | Buy |
192,734
+2,210
| +1% | +$123K | 1.23% | 25 |
|
|
2021
Q2 | $10.3M | Buy |
190,524
+3,790
| +2% | +$206K | 1.25% | 27 |
|
|
2021
Q1 | $9.84M | Buy |
186,734
+13,095
| +8% | +$659K | 1.27% | 27 |
|
|
2020
Q4 | $9.52M | Buy |
173,639
+3,735
| +2% | +$193K | 1.27% | 27 |
|
|
2020
Q3 | $8.39M | Buy |
169,904
+1,996
| +1% | +$96K | 1.22% | 28 |
|
|
2020
Q2 | $7.5M | Buy |
167,908
+43,868
| +35% | +$2.02M | 1.19% | 30 |
|
|
2020
Q1 | $5.49M | Buy |
124,040
+121,589
| +4,961% | +$6.57M | 1.04% | 31 |
|
|
2019
Q4 | $136K | Buy |
2,451
+200
| +9% | +$10.8K | 0.02% | 219 |
|
|
2019
Q3 | $123K | Hold |
2,251
| – | – | 0.02% | 228 |
|
|
2019
Q2 | $115K | Sell |
2,251
-800
| -26% | -$39.2K | 0.02% | 225 |
|
|
2019
Q1 | $143K | Hold |
3,051
| – | – | 0.02% | 214 |
|
|
2018
Q4 | $144K | Sell |
3,051
-1,000
| -25% | -$47.9K | 0.02% | 207 |
|
|
2018
Q3 | $187K | Hold |
4,051
| – | – | 0.03% | 198 |
|
|
2018
Q2 | $178K | Hold |
4,051
| – | – | 0.03% | 189 |
|
|
2018
Q1 | $176K | Sell |
4,051
-1,200
| -23% | -$53.9K | 0.03% | 185 |
|
|
2017
Q4 | $241K | Buy |
+5,251
| New | +$241K | 0.04% | 162 |
|
|
2017
Q3 | – | Sell |
-4,521
| Closed | -$203K | – | 175 |
|
|
2017
Q2 | $203K | Buy |
+4,521
| New | +$200K | 0.04% | 168 |
|
|
2016
Q4 | – | Sell |
-5,457
| Closed | -$231K | – | 172 |
|
|
2016
Q3 | $231K | Sell |
5,457
-83
| -1% | -$3.64K | 0.05% | 155 |
|
|
2016
Q2 | $251K | Buy |
+5,540
| New | +$250K | 0.05% | 159 |
|
Other funds holding KO
1834 Investment Advisors's KO Position: Q4 2024 in Review
1834 Investment Advisors sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 3,819 shares — an estimated $274K sold.
1834 Investment Advisors first reported a position in KO in Q2 2016 and held it in 31 quarters. The position peaked at $11.5M in Q4 2021. 3,278 funds tracked by Wall St. Rank hold KO as of Q4 2024.
- 1834 Investment Advisors reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
- 1834 Investment Advisors sold 3,819 Coca-Cola shares in Q4 2024, an estimated $274K.
- 1834 Investment Advisors first reported a position in Coca-Cola in Q2 2016 and held it in 31 quarters.
- 1834 Investment Advisors's Coca-Cola position peaked at $11.5M in Q4 2021.
- 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.
Based on 1834 Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.