B&D White Capital Company’s Coca-Cola KO Stock Holding History

B&D White Capital Company’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	-3,435	Closed	-$202K	–	66
2023 Q4	$202K	Sell	3,435 -14,600	-81%	-$829K	0.06%	60
2023 Q3	$1.01M	Buy	+18,035	New	+$1.08M	0.38%	29
2021 Q2	–	Sell	-13,140	Closed	-$643K	–	45
2021 Q1	$643K	Buy	13,140 +11,840	+911%	+$596K	0.34%	33
2020 Q4	$71K	Buy	+1,300	New	+$67.2K	0.04%	48

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

B&D White Capital Company's KO Position: Q1 2024 in Review

B&D White Capital Company sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 3,435 shares — an estimated $202K sold.

B&D White Capital Company first reported a position in KO in Q4 2020 and held it in 4 quarters. The position peaked at $1.01M in Q3 2023. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

B&D White Capital Company reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
B&D White Capital Company sold 3,435 Coca-Cola shares in Q1 2024, an estimated $202K.
B&D White Capital Company first reported a position in Coca-Cola in Q4 2020 and held it in 4 quarters.
B&D White Capital Company's Coca-Cola position peaked at $1.01M in Q3 2023.
2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on B&D White Capital Company's 13F filing for Q1 2024, filed 10 May 2024.