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Alera Investment Advisors’s Coca-Cola KO Stock Holding History

Alera Investment 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
Q3 		$659K Sell
9,173
-406
-4% -$27.8K 0.08% 109
2024
Q2 		$610K Sell
9,579
-25
-0.3% -$1.55K 0.07% 106
2024
Q1 		$588K Buy
9,604
+337
+4% +$20.2K 0.08% 104
2023
Q4 		$546K Buy
9,267
+265
+3% +$15.1K 0.07% 116
2023
Q3 		$504K Sell
9,002
-357
-4% -$21.4K 0.08% 110
2023
Q2 		$564K Buy
9,359
+346
+4% +$21.5K 0.12% 105
2023
Q1 		$559K Buy
9,013
+365
+4% +$22.1K 0.13% 100
2022
Q4 		$550K Sell
8,648
-730
-8% -$44.1K 0.13% 98
2022
Q3 		$525K Buy
9,378
+174
+2% +$10.8K 0.15% 93
2022
Q2 		$579K Sell
9,204
-1,108
-11% -$70.2K 0.16% 91
2022
Q1 		$639K Buy
+10,312
New +$627K 0.15% 104
2019
Q2 		– Sell
-1,777
Closed -$83K – 566
2019
Q1 		$83K Sell
1,777
-593
-25% -$27.7K 0.04% 116
2018
Q4 		$112K Buy
+2,370
New +$113K 0.07% 106

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

Alera Investment Advisors's KO Position: Q3 2024 in Review

Alera Investment Advisors reduced its Coca-Cola (KO) stake by 4.2% in Q3 2024, selling an estimated $27.8K and leaving 9,173 shares worth $659K. The position accounts for 0.08% of the portfolio, ranked #109.

Alera Investment Advisors first reported a position in KO in Q4 2018 and has held it in 13 quarters since. 3,134 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Alera Investment Advisors held 9,173 shares of Coca-Cola worth $659K as of Q3 2024.
  • Alera Investment Advisors sold 406 Coca-Cola shares in Q3 2024, an estimated $27.8K.
  • Coca-Cola made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #109 holding.
  • Alera Investment Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 13 quarters since.
  • 3,134 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.