Bessemer Securities’s Coca-Cola KO Stock Holding History

Bessemer Securities’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
2023 Q4	–	Sell	-4,947	Closed	-$277K	–	62
2023 Q3	$277K	Sell	4,947 -12,775	-72%	-$766K	0.38%	94
2023 Q2	$1.07M	Sell	17,722 -4,300	-20%	-$268K	0.71%	47
2023 Q1	$1.37M	Sell	22,022 -2,900	-12%	-$176K	0.64%	63
2022 Q4	$1.58M	Sell	24,922 -5,900	-19%	-$356K	0.71%	51
2022 Q3	$1.73M	Hold	30,822	–	–	0.62%	34
2022 Q2	$1.94M	Hold	30,822	–	–	0.68%	30
2022 Q1	$1.91M	Hold	30,822	–	–	0.56%	48
2021 Q4	$1.82M	Buy	30,822 +4,422	+17%	+$246K	0.49%	55
2021 Q3	$1.39M	Hold	26,400	–	–	0.47%	60
2021 Q2	$1.43M	Hold	26,400	–	–	0.56%	48
2021 Q1	$1.39M	Buy	26,400 +14,275	+118%	+$718K	0.59%	48
2020 Q4	$665K	Buy	12,125 +2,900	+31%	+$150K	0.28%	44
2020 Q3	$455K	Hold	9,225	–	–	0.21%	59
2020 Q2	$412K	Hold	9,225	–	–	0.21%	61
2020 Q1	$408K	Buy	9,225 +2,950	+47%	+$159K	0.2%	69
2019 Q4	$347K	Sell	6,275 -125	-2%	-$6.72K	0.14%	89
2019 Q3	$348K	Buy	+6,400	New	+$343K	0.14%	90
2015 Q2	–	Sell	-46,184	Closed	-$1.87M	–	86
2015 Q1	$1.87M	Hold	46,184	–	–	0.64%	49
2014 Q4	$1.95M	Buy	46,184 +13,206	+40%	+$564K	0.67%	49
2014 Q3	$1.41M	Buy	32,978 +3,319	+11%	+$137K	0.7%	37
2014 Q2	$1.26M	Buy	+29,659	New	+$1.2M	0.7%	40
2014 Q1	–	Sell	-29,659	Closed	-$1.23M	–	22
2013 Q4	$1.23M	Buy	+29,659	New	+$1.17M	0.73%	38

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Bessemer Securities's KO Position: Q4 2023 in Review

Bessemer Securities sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 4,947 shares — an estimated $277K sold.

Bessemer Securities first reported a position in KO in Q4 2013 and held it in 22 quarters. The position peaked at $1.95M in Q4 2014. 2,989 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Bessemer Securities reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 4,947 Coca-Cola shares in Q4 2023, an estimated $277K.
Bessemer Securities first reported a position in Coca-Cola in Q4 2013 and held it in 22 quarters.
Bessemer Securities's Coca-Cola position peaked at $1.95M in Q4 2014.
2,989 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.