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Centennial Wealth Advisory’s Coca-Cola KO Stock Holding History

Centennial Wealth Advisory’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
-4,123
Closed -$296K – 154
2024
Q3 		$296K Sell
4,123
-3
-0.1% -$205 0.12% 117
2024
Q2 		$263K Sell
4,126
-70
-2% -$4.33K 0.11% 117
2024
Q1 		$257K Sell
4,196
-1,061
-20% -$63.7K 0.12% 115
2023
Q4 		$310K Buy
5,257
+431
+9% +$24.5K 0.16% 97
2023
Q3 		$270K Sell
4,826
-101
-2% -$6.06K 0.15% 110
2023
Q2 		$297K Buy
4,927
+2
+0% +$124 0.15% 99
2023
Q1 		$305K Buy
4,925
+36
+0.7% +$2.18K 0.16% 98
2022
Q4 		$311K Buy
4,889
+76
+2% +$4.59K 0.17% 89
2022
Q3 		$270K Sell
4,813
-7,280
-60% -$452K 0.16% 73
2022
Q2 		$761K Buy
12,093
+6,875
+132% +$436K 0.43% 42
2022
Q1 		$324K Buy
5,218
+670
+15% +$40.7K 0.18% 66
2021
Q4 		$269K Sell
4,548
-143
-3% -$7.96K 0.15% 68
2021
Q3 		$246K Buy
4,691
+206
+5% +$11.5K 0.15% 69
2021
Q2 		$243K Buy
+4,485
New +$244K 0.15% 74

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Centennial Wealth Advisory's KO Position: Q4 2024 in Review

Centennial Wealth Advisory sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 4,123 shares — an estimated $296K sold.

Centennial Wealth Advisory first reported a position in KO in Q2 2021 and held it in 14 quarters. The position peaked at $761K in Q2 2022. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Centennial Wealth Advisory reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Centennial Wealth Advisory sold 4,123 Coca-Cola shares in Q4 2024, an estimated $296K.
  • Centennial Wealth Advisory first reported a position in Coca-Cola in Q2 2021 and held it in 14 quarters.
  • Centennial Wealth Advisory's Coca-Cola position peaked at $761K in Q2 2022.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Centennial Wealth Advisory's 13F filing for Q4 2024, filed 27 Jan 2025.