Connective Portfolio Management’s Coca-Cola KO Stock Holding History

Connective Portfolio 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 Q1	–	Sell	-15,300	Closed	-$902K	–	53
2023 Q4	$902K	Buy	+15,300	New	+$869K	1.84%	25

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

Connective Portfolio Management's KO Position: Q1 2024 in Review

Connective Portfolio Management sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 15,300 shares — an estimated $902K sold.

Connective Portfolio Management first reported a position in KO in Q4 2023 and held it in 1 quarter. The position peaked at $902K in Q4 2023. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Connective Portfolio Management reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
Connective Portfolio Management sold 15,300 Coca-Cola shares in Q1 2024, an estimated $902K.
Connective Portfolio Management first reported a position in Coca-Cola in Q4 2023 and held it in 1 quarter.
Connective Portfolio Management's Coca-Cola position peaked at $902K in Q4 2023.
2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Connective Portfolio Management's 13F filing for Q1 2024, filed 30 Apr 2024.