Cetera Advisors’s Coca-Cola KO Stock Holding History

Cetera Advisors’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
2017 Q3	–	Sell	-300	Closed	-$2K	–	852
2017 Q2	$2K	Buy	+300	New	+$13.3K	﹤0.01%	819

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

Cetera Advisors's KO Position: Q1 2024 in Review

Cetera Advisors increased its Coca-Cola (KO) stake by 40% in Q1 2024, buying an estimated $6.28M and bringing the position to 366,670 shares worth $22.4M. The position accounts for 0.18% of the portfolio, ranked #116.

Cetera Advisors first reported a position in KO in Q2 2013 and has held it in 44 quarters since. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Cetera Advisors held 366,670 shares of Coca-Cola worth $22.4M as of Q1 2024.
Cetera Advisors bought 104,506 Coca-Cola shares in Q1 2024, an estimated $6.28M.
Coca-Cola made up 0.18% of Cetera Advisors's portfolio in Q1 2024, its #116 holding.
Cetera Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 44 quarters since.
2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.