CJFS
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Coulter & Justus Financial Services’s Coca-Cola KO Stock Holding History

Coulter & Justus Financial Services’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
-9,339
Closed -$550K – 109
2023
Q4 		$550K Buy
+9,339
New +$530K 0.37% 20

Other funds holding KO

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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

Coulter & Justus Financial Services's KO Position: Q1 2024 in Review

Coulter & Justus Financial Services sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 9,339 shares — an estimated $550K sold.

Coulter & Justus Financial Services first reported a position in KO in Q4 2023 and held it in 1 quarter. The position peaked at $550K in Q4 2023. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Coulter & Justus Financial Services reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 9,339 Coca-Cola shares in Q1 2024, an estimated $550K.
  • Coulter & Justus Financial Services first reported a position in Coca-Cola in Q4 2023 and held it in 1 quarter.
  • Coulter & Justus Financial Services's Coca-Cola position peaked at $550K in Q4 2023.
  • 2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.