Benedetti & Gucer’s Coca-Cola KO Stock Holding History

Benedetti & Gucer’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	$374K	Sell	6,118 -2,156	-26%	-$130K	0.19%	92
2023 Q4	$488K	Sell	8,274 -178	-2%	-$10.1K	0.26%	70
2023 Q3	$473K	Sell	8,452 -49	-0.6%	-$2.94K	0.26%	71
2023 Q2	$511K	Sell	8,501 -183	-2%	-$11.4K	0.26%	65
2023 Q1	$539K	Buy	8,684 +38	+0.4%	+$2.3K	0.31%	59
2022 Q4	$550K	Buy	8,646 +2,344	+37%	+$142K	0.4%	49
2022 Q3	$353K	Sell	6,302 -1,957	-24%	-$122K	0.28%	54
2022 Q2	$521K	Buy	8,259 +558	+7%	+$35.4K	0.35%	46
2022 Q1	$477K	Buy	7,701 +2,001	+35%	+$122K	0.32%	48
2021 Q4	$337K	Buy	5,700 +225	+4%	+$12.5K	0.23%	61
2021 Q3	$287K	Sell	5,475 -347	-6%	-$19.3K	0.22%	68
2021 Q2	$315K	Buy	5,822 +158	+3%	+$8.6K	0.28%	56
2021 Q1	$298K	Buy	+5,664	New	+$285K	0.27%	57

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

Benedetti & Gucer's KO Position: Q1 2024 in Review

Benedetti & Gucer reduced its Coca-Cola (KO) stake by 26% in Q1 2024, selling an estimated $130K and leaving 6,118 shares worth $374K. The position accounts for 0.19% of the portfolio, ranked #92.

Benedetti & Gucer first reported a position in KO in Q1 2021 and has held it in 13 quarters since. The position peaked at $550K in Q4 2022. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Benedetti & Gucer held 6,118 shares of Coca-Cola worth $374K as of Q1 2024.
Benedetti & Gucer sold 2,156 Coca-Cola shares in Q1 2024, an estimated $130K.
Coca-Cola made up 0.19% of Benedetti & Gucer's portfolio in Q1 2024, its #92 holding.
Benedetti & Gucer first reported a position in Coca-Cola in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's Coca-Cola position peaked at $550K in Q4 2022.
2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.