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AJ Advisors’s Coca-Cola KO Stock Holding History

AJ Advisors’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
Q2 		– Sell
-18,857
Closed -$1.15M – 38
2024
Q1 		$1.15M Sell
18,857
-265
-1% -$15.9K 0.64% 15
2023
Q4 		$1.13M Sell
19,122
-1,220
-6% -$69.3K 0.69% 15
2023
Q3 		$1.14M Sell
20,342
-649
-3% -$38.9K 0.86% 11
2023
Q2 		$1.26M Buy
20,991
+135
+0.6% +$8.4K 0.88% 14
2023
Q1 		$1.29M Buy
20,856
+114
+0.5% +$6.9K 0.95% 14
2022
Q4 		$1.32M Buy
+20,742
New +$1.25M 1.06% 13

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

AJ Advisors's KO Position: Q2 2024 in Review

AJ Advisors sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 18,857 shares — an estimated $1.15M sold.

AJ Advisors first reported a position in KO in Q4 2022 and held it in 6 quarters. The position peaked at $1.32M in Q4 2022. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • AJ Advisors reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
  • AJ Advisors sold 18,857 Coca-Cola shares in Q2 2024, an estimated $1.15M.
  • AJ Advisors first reported a position in Coca-Cola in Q4 2022 and held it in 6 quarters.
  • AJ Advisors's Coca-Cola position peaked at $1.32M in Q4 2022.
  • 3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on AJ Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.