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Ballew Advisors’s Coca-Cola KO Stock Holding History

Ballew 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
Q1 		– Sell
-3,446
Closed -$207K – 103
2023
Q4 		$207K Buy
+3,446
New +$196K 0.16% 92
2023
Q3 		– Sell
-3,515
Closed -$209K – 104
2023
Q2 		$209K Buy
3,515
+2
+0.1% +$124 0.15% 102
2023
Q1 		$213K Buy
+3,513
New +$213K 0.16% 99
2022
Q3 		– Sell
-3,234
Closed -$201K – 98
2022
Q2 		$201K Sell
3,234
-70
-2% -$4.44K 0.18% 87
2022
Q1 		$214K Buy
3,304
+2
+0.1% +$122 0.16% 96
2021
Q4 		$203K Buy
+3,302
New +$184K 0.14% 107
2018
Q4 		– Sell
-1,000
Closed -$46K – 293
2018
Q3 		$46K Hold
1,000
– – 0.04% 166
2018
Q2 		$44K Sell
1,000
-100
-9% -$4.32K 0.05% 164
2018
Q1 		$48K Buy
+1,100
New +$49.4K 0.04% 163

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ballew Advisors's KO Position: Q1 2024 in Review

Ballew Advisors sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 3,446 shares — an estimated $207K sold.

Ballew Advisors first reported a position in KO in Q1 2018 and held it in 9 quarters. The position peaked at $214K in Q1 2022. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Ballew Advisors reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • Ballew Advisors sold 3,446 Coca-Cola shares in Q1 2024, an estimated $207K.
  • Ballew Advisors first reported a position in Coca-Cola in Q1 2018 and held it in 9 quarters.
  • Ballew Advisors's Coca-Cola position peaked at $214K in Q1 2022.
  • 2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Ballew Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.