Criteria Caixa’s Coca-Cola KO Stock Holding History

Criteria Caixa’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 Q3	–	Sell	-532,208	Closed	-$33.9M	–	20
2024 Q2	$33.9M	Sell	532,208 -75,000	-12%	-$4.64M	4.5%	10
2024 Q1	$37.1M	Hold	607,208	–	–	3.96%	11
2023 Q4	$35.8M	Hold	607,208	–	–	4.01%	11
2023 Q3	$34M	Hold	607,208	–	–	4.2%	11
2023 Q2	$36.6M	Hold	607,208	–	–	4.36%	9
2023 Q1	$37.7M	Hold	607,208	–	–	4.46%	7
2022 Q4	$38.6M	Hold	607,208	–	–	4.89%	7
2022 Q3	$34M	Hold	607,208	–	–	4.85%	7
2022 Q2	$38.2M	Sell	607,208 -20,177	-3%	-$1.28M	5.05%	8
2022 Q1	$38.9M	Hold	627,385	–	–	4.47%	8
2021 Q4	$37.1M	Hold	627,385	–	–	4.59%	8
2021 Q3	$32.9M	Hold	627,385	–	–	4.54%	8
2021 Q2	$33.9M	Hold	627,385	–	–	4.88%	9
2021 Q1	$33.1M	Hold	627,385	–	–	5.26%	9
2020 Q4	$34.4M	Hold	627,385	–	–	6.34%	6
2020 Q3	$31M	Hold	627,385	–	–	7.03%	6
2020 Q2	$28M	Buy	627,385 +102,300	+19%	+$4.71M	7.06%	6
2020 Q1	$23.2M	Hold	525,085	–	–	7.77%	6
2019 Q4	$29.1M	Buy	+525,085	New	+$28.2M	9.47%	5

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Criteria Caixa's KO Position: Q3 2024 in Review

Criteria Caixa sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 532,208 shares — an estimated $33.9M sold.

Criteria Caixa first reported a position in KO in Q4 2019 and held it in 19 quarters. The position peaked at $38.9M in Q1 2022. 3,134 funds tracked by Wall St. Rank hold KO as of Q3 2024.

Criteria Caixa reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
Criteria Caixa sold 532,208 Coca-Cola shares in Q3 2024, an estimated $33.9M.
Criteria Caixa first reported a position in Coca-Cola in Q4 2019 and held it in 19 quarters.
Criteria Caixa's Coca-Cola position peaked at $38.9M in Q1 2022.
3,134 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Criteria Caixa's 13F filing for Q3 2024, filed 18 Mar 2025.