DAM
KO icon

Draper Asset Management’s Coca-Cola KO Stock Holding History

Draper Asset Management’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
Q2 		– Sell
-3,998
Closed -$243K – 29
2024
Q1 		$243K Sell
3,998
-29
-0.7% -$1.74K 0.21% 24
2023
Q4 		$237K Buy
4,027
+437
+12% +$24.8K 0.22% 22
2023
Q3 		$201K Buy
+3,590
New +$215K 0.21% 24

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Draper Asset Management's KO Position: Q2 2024 in Review

Draper Asset Management sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 3,998 shares — an estimated $243K sold.

Draper Asset Management first reported a position in KO in Q3 2023 and held it in 3 quarters. The position peaked at $243K in Q1 2024. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • Draper Asset Management reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
  • Draper Asset Management sold 3,998 Coca-Cola shares in Q2 2024, an estimated $243K.
  • Draper Asset Management first reported a position in Coca-Cola in Q3 2023 and held it in 3 quarters.
  • Draper Asset Management's Coca-Cola position peaked at $243K in Q1 2024.
  • 3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Draper Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.