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

Brophy 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 		$1.13M Buy
+15,667
New +$1.07M 0.4% 57

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

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

Brophy Wealth Management opened a new position in Coca-Cola (KO) in Q3 2024: 15,667 shares worth $1.13M. The stake represents 0.4% of the portfolio and ranks #57 among its holdings.

3,134 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Brophy Wealth Management held 15,667 shares of Coca-Cola worth $1.13M as of Q3 2024.
  • Coca-Cola was a new Brophy Wealth Management position in Q3 2024.
  • Coca-Cola made up 0.4% of Brophy Wealth Management's portfolio in Q3 2024, its #57 holding.
  • 3,134 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.