Blue Barn Wealth’s Coca-Cola KO Stock Holding History

Blue Barn Wealth’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	-4,544	Closed	-$268K	–	144
2023 Q4	$268K	Sell	4,544 -2,550	-36%	-$145K	0.16%	92
2023 Q3	$397K	Sell	7,094 -108	-1%	-$6.48K	0.26%	65
2023 Q2	$434K	Sell	7,202 -350	-5%	-$21.8K	0.28%	62
2023 Q1	$468K	Sell	7,552 -838	-10%	-$50.7K	0.29%	62
2022 Q4	$534K	Sell	8,390 -283	-3%	-$17.1K	0.35%	50
2022 Q3	$486K	Buy	8,673 +666	+8%	+$41.4K	0.35%	49
2022 Q2	$504K	Sell	8,007 -124	-2%	-$7.86K	0.39%	48
2022 Q1	$504K	Sell	8,131 -222	-3%	-$13.5K	0.35%	46
2021 Q4	$495K	Buy	8,353 +2,126	+34%	+$118K	0.33%	47
2021 Q3	$327K	Buy	+6,227	New	+$347K	0.29%	65

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

Blue Barn Wealth's KO Position: Q1 2024 in Review

Blue Barn Wealth sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 4,544 shares — an estimated $268K sold.

Blue Barn Wealth first reported a position in KO in Q3 2021 and held it in 10 quarters. The position peaked at $534K in Q4 2022. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Blue Barn Wealth reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
Blue Barn Wealth sold 4,544 Coca-Cola shares in Q1 2024, an estimated $268K.
Blue Barn Wealth first reported a position in Coca-Cola in Q3 2021 and held it in 10 quarters.
Blue Barn Wealth's Coca-Cola position peaked at $534K in Q4 2022.
2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Blue Barn Wealth's 13F filing for Q1 2024, filed 10 May 2024.