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Advisory Research’s Coca-Cola KO Stock Holding History

Advisory Research’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
Q1 		– Sell
-83,074
Closed -$4.9M – 246
2023
Q4 		$4.9M Sell
83,074
-2,378
-3% -$135K 0.76% 32
2023
Q3 		$4.78M Sell
85,452
-4,669
-5% -$280K 0.66% 31
2023
Q2 		$5.43M Sell
90,121
-224
-0.2% -$13.9K 0.7% 30
2023
Q1 		$5.6M Sell
90,345
-74,577
-45% -$4.52M 0.92% 28
2022
Q4 		$10.5M Sell
164,922
-1,172
-0.7% -$70.8K 0.99% 24
2022
Q3 		$9.3M Sell
166,094
-4,359
-3% -$271K 0.91% 26
2022
Q2 		$10.7M Sell
170,453
-2,418
-1% -$153K 1.05% 24
2022
Q1 		$10.7M Buy
172,871
+13,033
+8% +$793K 0.86% 27
2021
Q4 		$9.46M Sell
159,838
-7,739
-5% -$431K 0.74% 29
2021
Q3 		$8.79M Buy
167,577
+1,966
+1% +$110K 0.56% 53
2021
Q2 		$8.96M Buy
+165,611
New +$9.01M 0.59% 53
2014
Q2 		– Sell
-1,803
Closed -$70K – 511
2014
Q1 		$70K Buy
+1,803
New +$69.7K ﹤0.01% 512

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Advisory Research's KO Position: Q1 2024 in Review

Advisory Research sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 83,074 shares — an estimated $4.9M sold.

Advisory Research first reported a position in KO in Q1 2014 and held it in 12 quarters. The position peaked at $10.7M in Q2 2022. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Advisory Research reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 83,074 Coca-Cola shares in Q1 2024, an estimated $4.9M.
  • Advisory Research first reported a position in Coca-Cola in Q1 2014 and held it in 12 quarters.
  • Advisory Research's Coca-Cola position peaked at $10.7M in Q2 2022.
  • 2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.