Clough Capital Partners’s Coca-Cola KO Stock Holding History

Clough Capital Partners’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	-24,850	Closed	-$1.79M	–	145
2024 Q3	$1.79M	Sell	24,850 -28,300	-53%	-$1.94M	0.18%	70
2024 Q2	$3.38M	Hold	53,150	–	–	0.37%	59
2024 Q1	$3.25M	Hold	53,150	–	–	0.36%	60
2023 Q4	$3.13M	Sell	53,150 -11,100	-17%	-$630K	0.35%	67
2023 Q3	$3.6M	Hold	64,250	–	–	0.39%	71
2023 Q2	$3.87M	Sell	64,250 -7,850	-11%	-$488K	0.39%	77
2023 Q1	$4.47M	Hold	72,100	–	–	0.48%	76
2022 Q4	$4.59M	Buy	+72,100	New	+$4.35M	0.46%	68

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

Clough Capital Partners's KO Position: Q4 2024 in Review

Clough Capital Partners sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 24,850 shares — an estimated $1.79M sold.

Clough Capital Partners first reported a position in KO in Q4 2022 and held it in 8 quarters. The position peaked at $4.59M in Q4 2022. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Clough Capital Partners reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
Clough Capital Partners sold 24,850 Coca-Cola shares in Q4 2024, an estimated $1.79M.
Clough Capital Partners first reported a position in Coca-Cola in Q4 2022 and held it in 8 quarters.
Clough Capital Partners's Coca-Cola position peaked at $4.59M in Q4 2022.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Clough Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.