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

Castle 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 Q4	–	Sell	-3,003	Closed	-$217K	–	122
2024 Q3	$217K	Buy	+3,003	New	+$206K	0.09%	117
2023 Q3	–	Sell	-4,473	Closed	-$271K	–	110
2023 Q2	$271K	Buy	4,473 +114	+3%	+$7.09K	0.19%	92
2023 Q1	$272K	Sell	4,359 -100	-2%	-$6.05K	0.21%	93
2022 Q4	$284K	Buy	4,459 +108	+2%	+$6.52K	0.18%	90
2022 Q3	$246K	Buy	4,351 +3	+0.1%	+$186	0.15%	88
2022 Q2	$275K	Buy	+4,348	New	+$276K	0.16%	90

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

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

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

Castle Wealth Management's KO Position: Q4 2024 in Review

Castle Wealth Management sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 3,003 shares — an estimated $217K sold.

Castle Wealth Management first reported a position in KO in Q2 2022 and held it in 6 quarters. The position peaked at $284K in Q4 2022. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Castle Wealth Management reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
Castle Wealth Management sold 3,003 Coca-Cola shares in Q4 2024, an estimated $217K.
Castle Wealth Management first reported a position in Coca-Cola in Q2 2022 and held it in 6 quarters.
Castle Wealth Management's Coca-Cola position peaked at $284K in Q4 2022.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Castle Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.