Carmignac Gestion’s Coca-Cola KO Stock Holding History

Carmignac Gestion’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 Q4	–	Sell	-785	Closed	-$1.03M	–	161
2024 Q3	$1.03M	Sell	785 -800	-50%	-$54.8K	0.02%	130
2024 Q2	$1.72M	Sell	1,585 -1,204	-43%	-$74.5K	0.03%	113
2024 Q1	$2.36M	Sell	2,789 -2,000	-42%	-$120K	0.04%	93
2023 Q4	$4.45M	Sell	4,789 -1,008	-17%	-$57.3K	0.07%	76
2023 Q3	$3.69M	Buy	5,797 +184	+3%	+$11K	0.07%	78
2023 Q2	$3.57M	Sell	5,613 -751	-12%	-$46.7K	0.06%	81
2023 Q1	$3.41M	Buy	6,364 +4,937	+346%	+$299K	0.06%	76
2022 Q4	$731K	Buy	+1,427	New	+$86.1K	0.01%	107
2019 Q4	–	Sell	-1,705,585	Closed	-$92.9M	–	131
2019 Q3	$92.9M	Buy	+1,705,585	New	+$91.3M	1.17%	36

Other funds holding KO

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM