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Coppell Advisory Solutions Corp’s Coca-Cola KO Stock Holding History

Coppell Advisory Solutions Corp’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 		$452K Buy
+7,393
New +$444K 0.09% 159
2023
Q1 		– Sell
-1,182
Closed -$75.2K – 684
2022
Q4 		$75.2K Buy
+1,182
New +$71.4K 0.03% 253

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions Corp's KO Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Coca-Cola (KO) in Q1 2024: 7,393 shares worth $452K. The stake represents 0.09% of the portfolio and ranks #159 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in KO as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in KO in Q4 2022 and has held it in 2 quarters since. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 7,393 shares of Coca-Cola worth $452K as of Q1 2024.
  • Coca-Cola was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Coca-Cola made up 0.09% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #159 holding.
  • Coppell Advisory Solutions Corp first reported a position in Coca-Cola in Q4 2022 and has held it in 2 quarters since.
  • 2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.