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

Birchcreek 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
Q3 		– Sell
-4,290
Closed -$273K – 141
2024
Q2 		$273K Sell
4,290
-894
-17% -$55.3K 0.15% 118
2024
Q1 		$317K Buy
5,184
+645
+14% +$38.7K 0.17% 111
2023
Q4 		$267K Buy
4,539
+507
+13% +$28.8K 0.16% 112
2023
Q3 		$226K Buy
4,032
+56
+1% +$3.36K 0.15% 121
2023
Q2 		$239K Buy
3,976
+371
+10% +$23.1K 0.17% 115
2023
Q1 		$224K Buy
+3,605
New +$218K 0.18% 116
2021
Q1 		– Sell
-1,911
Closed -$104K – 205
2020
Q4 		$104K Buy
+1,911
New +$98.8K 0.1% 142

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Birchcreek Wealth Management's KO Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 4,290 shares — an estimated $273K sold.

Birchcreek Wealth Management first reported a position in KO in Q4 2020 and held it in 7 quarters. The position peaked at $317K in Q1 2024. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Birchcreek Wealth Management reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,290 Coca-Cola shares in Q3 2024, an estimated $273K.
  • Birchcreek Wealth Management first reported a position in Coca-Cola in Q4 2020 and held it in 7 quarters.
  • Birchcreek Wealth Management's Coca-Cola position peaked at $317K in Q1 2024.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.