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Cypress Capital’s Coca-Cola KO Stock Holding History

Cypress Capital’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
-300
Closed -$19.1K – 226
2024
Q2 		$19.1K Buy
+300
New +$18.6K ﹤0.01% 156
2022
Q3 		– Sell
-76,646
Closed -$4.82M – 140
2022
Q2 		$4.82M Sell
76,646
-4,365
-5% -$277K 0.69% 34
2022
Q1 		$5.02M Sell
81,011
-1,270
-2% -$77.2K 0.62% 35
2021
Q4 		$4.87M Hold
82,281
– – 0.56% 37
2021
Q3 		$4.32M Buy
+82,281
New +$4.59M 0.55% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cypress Capital's KO Position: Q3 2024 in Review

Cypress Capital sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 300 shares — an estimated $19.1K sold.

Cypress Capital first reported a position in KO in Q3 2021 and held it in 5 quarters. The position peaked at $5.02M in Q1 2022. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Cypress Capital reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Cypress Capital sold 300 Coca-Cola shares in Q3 2024, an estimated $19.1K.
  • Cypress Capital first reported a position in Coca-Cola in Q3 2021 and held it in 5 quarters.
  • Cypress Capital's Coca-Cola position peaked at $5.02M in Q1 2022.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.