9WM
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9258 Wealth Management’s Coca-Cola KO Stock Holding History

9258 Wealth 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
2024
Q3 		$769K Buy
10,697
+941
+10% +$64.4K 0.11% 147
2024
Q2 		$621K Buy
9,756
+591
+6% +$36.6K 0.1% 167
2024
Q1 		$561K Buy
9,165
+3
+0% +$180 0.09% 183
2023
Q4 		$540K Sell
9,162
-213
-2% -$12.1K 0.09% 171
2023
Q3 		$525K Buy
9,375
+20
+0.2% +$1.2K 0.1% 170
2023
Q2 		$563K Sell
9,355
-805
-8% -$50.1K 0.11% 164
2023
Q1 		$630K Buy
10,160
+775
+8% +$46.9K 0.13% 145
2022
Q4 		$597K Sell
9,385
-341
-4% -$20.6K 0.13% 150
2022
Q3 		$545K Sell
9,726
-1,180
-11% -$73.3K 0.14% 160
2022
Q2 		$686K Buy
10,906
+10
+0.1% +$634 0.18% 139
2022
Q1 		$676K Buy
10,896
+949
+10% +$57.7K 0.16% 150
2021
Q4 		$589K Buy
9,947
+502
+5% +$28K 0.14% 166
2021
Q3 		$496K Buy
9,445
+1,201
+15% +$66.9K 0.13% 172
2021
Q2 		$446K Buy
8,244
+764
+10% +$41.6K 0.12% 194
2021
Q1 		$394K Buy
7,480
+1,001
+15% +$50.4K 0.12% 192
2020
Q4 		$355K Sell
6,479
-606
-9% -$31.3K 0.12% 197
2020
Q3 		$341K Sell
7,085
-77
-1% -$3.7K 0.13% 185
2020
Q2 		$320K Buy
7,162
+24
+0.3% +$1.1K 0.13% 190
2020
Q1 		$334K Sell
7,138
-1,317
-16% -$71.1K 0.15% 170
2019
Q4 		$468K Buy
8,455
+2,316
+38% +$125K 0.17% 152
2019
Q3 		$334K Sell
6,139
-630
-9% -$33.7K 0.26% 122
2019
Q2 		$345K Sell
6,769
-62
-0.9% -$3.04K 0.28% 118
2019
Q1 		$320K Sell
6,831
-395
-5% -$18.5K 0.27% 117
2018
Q4 		$342K Buy
+7,226
New +$346K 0.33% 101

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

9258 Wealth Management's KO Position: Q3 2024 in Review

9258 Wealth Management increased its Coca-Cola (KO) stake by 9.6% in Q3 2024, buying an estimated $64.4K and bringing the position to 10,697 shares worth $769K. The position accounts for 0.11% of the portfolio, ranked #147.

9258 Wealth Management first reported a position in KO in Q4 2018 and has held it in 24 quarters since. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • 9258 Wealth Management held 10,697 shares of Coca-Cola worth $769K as of Q3 2024.
  • 9258 Wealth Management bought 941 Coca-Cola shares in Q3 2024, an estimated $64.4K.
  • Coca-Cola made up 0.11% of 9258 Wealth Management's portfolio in Q3 2024, its #147 holding.
  • 9258 Wealth Management first reported a position in Coca-Cola in Q4 2018 and has held it in 24 quarters since.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.