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Credential Qtrade Securities’s Coca-Cola KO Stock Holding History

Credential Qtrade Securities’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 		$1.49M Sell
24,362
-632
-3% -$38K 0.08% 109
2023
Q4 		$1.47M Sell
24,994
-1,437
-5% -$81.6K 0.09% 103
2023
Q3 		$1.48M Sell
26,431
-11
-0% -$660 0.1% 102
2023
Q2 		$1.59M Buy
26,442
+2,734
+12% +$170K 0.1% 102
2023
Q1 		$1.47M Sell
23,708
-104
-0.4% -$6.3K 0.1% 105
2022
Q4 		$1.51M Sell
23,812
-366
-2% -$22.1K 0.11% 101
2022
Q3 		$1.35M Buy
24,178
+540
+2% +$33.6K 0.11% 101
2022
Q2 		$1.49M Sell
23,638
-459
-2% -$29.1K 0.11% 95
2022
Q1 		$1.49M Buy
24,097
+858
+4% +$52.2K 0.09% 102
2021
Q4 		$1.38M Buy
23,239
+688
+3% +$38.3K 0.09% 102
2021
Q3 		$1.18M Buy
22,551
+1,496
+7% +$83.4K 0.09% 105
2021
Q2 		$1.14M Buy
21,055
+2,121
+11% +$115K 0.09% 107
2021
Q1 		$998K Buy
18,934
+3,007
+19% +$151K 0.09% 112
2020
Q4 		$873K Sell
15,927
-2,248
-12% -$116K 0.09% 113
2020
Q3 		$897K Sell
18,175
-458
-2% -$22K 0.1% 109
2020
Q2 		$833K Buy
18,633
+2,872
+18% +$132K 0.11% 105
2020
Q1 		$697K Sell
15,761
-337
-2% -$18.2K 0.11% 98
2019
Q4 		$891K Buy
16,098
+83
+0.5% +$4.46K 0.12% 102
2019
Q3 		$872K Sell
16,015
-43
-0.3% -$2.3K 0.13% 100
2019
Q2 		$818K Sell
16,058
-336
-2% -$16.5K 0.13% 100
2019
Q1 		$768K Buy
16,394
+2,301
+16% +$108K 0.14% 96
2018
Q4 		$667K Buy
14,093
+3,777
+37% +$181K 0.15% 102
2018
Q3 		$476K Buy
+10,316
New +$471K 0.1% 121

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

Credential Qtrade Securities's KO Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Coca-Cola (KO) stake by 2.5% in Q1 2024, selling an estimated $38K and leaving 24,362 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #109.

Credential Qtrade Securities first reported a position in KO in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.59M in Q2 2023. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Credential Qtrade Securities held 24,362 shares of Coca-Cola worth $1.49M as of Q1 2024.
  • Credential Qtrade Securities sold 632 Coca-Cola shares in Q1 2024, an estimated $38K.
  • Coca-Cola made up 0.08% of Credential Qtrade Securities's portfolio in Q1 2024, its #109 holding.
  • Credential Qtrade Securities first reported a position in Coca-Cola in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's Coca-Cola position peaked at $1.59M in Q2 2023.
  • 2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.