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

Avitas 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 		$1.31M Buy
21,001
+100
+0.5% +$6.53K 0.18% 120
2024
Q3 		$1.5M Buy
20,901
+290
+1% +$19.9K 0.21% 113
2024
Q2 		$1.31M Sell
20,611
-7,156
-26% -$443K 0.19% 120
2024
Q1 		$1.7M Buy
27,767
+89
+0.3% +$5.35K 0.26% 105
2023
Q4 		$1.63M Buy
27,678
+20,388
+280% +$1.16M 0.27% 102
2023
Q3 		$408K Sell
7,290
-232
-3% -$13.9K 0.08% 176
2023
Q2 		$453K Sell
7,522
-96
-1% -$5.97K 0.08% 162
2023
Q1 		$473K Sell
7,618
-178
-2% -$10.8K 0.09% 158
2022
Q4 		$496K Sell
7,796
-40,454
-84% -$2.44M 0.1% 142
2022
Q3 		$2.7M Buy
48,250
+11,891
+33% +$739K 0.62% 47
2022
Q2 		$2.29M Buy
36,359
+541
+2% +$34.3K 0.5% 62
2022
Q1 		$2.22M Buy
+35,818
New +$2.18M 0.4% 79
2019
Q2 		– Sell
-31,186
Closed -$1.46M – 172
2019
Q1 		$1.46M Sell
31,186
-31,557
-50% -$1.48M 0.43% 90
2018
Q4 		$2.97M Buy
62,743
+1,980
+3% +$94.8K 0.98% 39
2018
Q3 		$2.81M Buy
60,763
+2,436
+4% +$111K 0.8% 54
2018
Q2 		$2.56M Buy
+58,327
New +$2.52M 0.8% 56

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

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

Avitas Wealth Management increased its Coca-Cola (KO) stake by 0.48% in Q4 2024, buying an estimated $6.53K and bringing the position to 21,001 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #120.

Avitas Wealth Management first reported a position in KO in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.97M in Q4 2018. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Avitas Wealth Management held 21,001 shares of Coca-Cola worth $1.31M as of Q4 2024.
  • Avitas Wealth Management bought 100 Coca-Cola shares in Q4 2024, an estimated $6.53K.
  • Coca-Cola made up 0.18% of Avitas Wealth Management's portfolio in Q4 2024, its #120 holding.
  • Avitas Wealth Management first reported a position in Coca-Cola in Q2 2018 and has held it in 16 quarters since.
  • Avitas Wealth Management's Coca-Cola position peaked at $2.97M in Q4 2018.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.