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Act Wealth Management’s Coca-Cola KO Stock Holding History

Act 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
Q4 		– Sell
-3,540
Closed -$254K – 49
2024
Q3 		$254K Buy
3,540
+30
+0.9% +$2.05K 0.11% 36
2024
Q2 		$223K Buy
3,510
+110
+3% +$6.81K 0.11% 39
2024
Q1 		$208K Sell
3,400
-34
-1% -$2.04K 0.1% 41
2023
Q4 		$202K Buy
+3,434
New +$195K 0.11% 40
2023
Q3 		– Sell
-3,400
Closed -$205K – 41
2023
Q2 		$205K Sell
3,400
-81
-2% -$5.04K 0.12% 40
2023
Q1 		$216K Buy
3,481
+72
+2% +$4.36K 0.13% 39
2022
Q4 		$217K Buy
+3,409
New +$206K 0.14% 37
2022
Q3 		– Sell
-3,230
Closed -$203K – 40
2022
Q2 		$203K Sell
3,230
-110
-3% -$6.97K 0.13% 35
2022
Q1 		$207K Buy
+3,340
New +$203K 0.12% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Act Wealth Management's KO Position: Q4 2024 in Review

Act Wealth Management sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 3,540 shares — an estimated $254K sold.

Act Wealth Management first reported a position in KO in Q1 2022 and held it in 9 quarters. The position peaked at $254K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Act Wealth Management reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Act Wealth Management sold 3,540 Coca-Cola shares in Q4 2024, an estimated $254K.
  • Act Wealth Management first reported a position in Coca-Cola in Q1 2022 and held it in 9 quarters.
  • Act Wealth Management's Coca-Cola position peaked at $254K in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Act Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.