APC
KO icon

Aspire Private Capital’s Coca-Cola KO Stock Holding History

Aspire Private Capital’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
-906
Closed -$65.1K – 423
2024
Q3 		$65.1K Buy
906
+54
+6% +$3.7K 0.02% 217
2024
Q2 		$54.2K Hold
852
– – 0.01% 229
2024
Q1 		$52.1K Buy
852
+3
+0.4% +$180 0.01% 232
2023
Q4 		$50K Sell
849
-47
-5% -$2.67K 0.01% 222
2023
Q3 		$50.2K Buy
896
+28
+3% +$1.68K 0.02% 211
2023
Q2 		$52.3K Sell
868
-10
-1% -$622 0.02% 199
2023
Q1 		$54.4K Sell
878
-4
-0.5% -$242 0.02% 195
2022
Q4 		$56.1K Sell
882
-20
-2% -$1.21K 0.02% 184
2022
Q3 		$51K Sell
902
-25
-3% -$1.55K 0.02% 190
2022
Q2 		$58K Sell
927
-6
-0.6% -$380 0.02% 188
2022
Q1 		$58K Sell
933
-97
-9% -$5.9K 0.02% 197
2021
Q4 		$61K Sell
1,030
-13
-1% -$724 0.02% 208
2021
Q3 		$55K Sell
1,043
-266
-20% -$14.8K 0.02% 205
2021
Q2 		$71K Sell
1,309
-922
-41% -$50.2K 0.02% 192
2021
Q1 		$118K Sell
2,231
-1,218
-35% -$61.3K 0.04% 173
2020
Q4 		$189K Sell
3,449
-3,125
-48% -$162K 0.07% 123
2020
Q3 		$325K Sell
6,574
-1,316
-17% -$63.3K 0.13% 86
2020
Q2 		$357K Sell
7,890
-2,631
-25% -$121K 0.17% 79
2020
Q1 		$466K Buy
10,521
+561
+6% +$30.3K 0.25% 61
2019
Q4 		$551K Sell
9,960
-1,457
-13% -$78.3K 0.24% 72
2019
Q3 		$622K Sell
11,417
-2,112
-16% -$113K 0.3% 62
2019
Q2 		$689K Buy
13,529
+1,345
+11% +$65.9K 0.33% 64
2019
Q1 		$571K Sell
12,184
-1,801
-13% -$84.2K 0.29% 74
2018
Q4 		$662K Buy
+13,985
New +$669K 0.38% 59

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

Aspire Private Capital's KO Position: Q4 2024 in Review

Aspire Private Capital sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 906 shares — an estimated $65.1K sold.

Aspire Private Capital first reported a position in KO in Q4 2018 and held it in 24 quarters. The position peaked at $689K in Q2 2019. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Aspire Private Capital reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 906 Coca-Cola shares in Q4 2024, an estimated $65.1K.
  • Aspire Private Capital first reported a position in Coca-Cola in Q4 2018 and held it in 24 quarters.
  • Aspire Private Capital's Coca-Cola position peaked at $689K in Q2 2019.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.