EARNEST Partners’s Coca-Cola KO Stock Holding History

EARNEST Partners’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
2023 Q4	–	Sell	-1,777	Closed	-$99.5K	–	720
2023 Q3	$99.5K	Hold	1,777	–	–	﹤0.01%	320
2023 Q2	$107K	Hold	1,777	–	–	﹤0.01%	304
2023 Q1	$110K	Hold	1,777	–	–	﹤0.01%	293
2022 Q4	$113K	Hold	1,777	–	–	﹤0.01%	294
2022 Q3	$100K	Hold	1,777	–	–	﹤0.01%	286
2022 Q2	$112K	Hold	1,777	–	–	﹤0.01%	283
2022 Q1	$110K	Hold	1,777	–	–	﹤0.01%	283
2021 Q4	$105K	Hold	1,777	–	–	﹤0.01%	294
2021 Q3	$93K	Hold	1,777	–	–	﹤0.01%	285
2021 Q2	$96K	Hold	1,777	–	–	﹤0.01%	283
2021 Q1	$94K	Hold	1,777	–	–	﹤0.01%	278
2020 Q4	$97K	Hold	1,777	–	–	﹤0.01%	271
2020 Q3	$88K	Hold	1,777	–	–	﹤0.01%	269
2020 Q2	$79K	Sell	1,777 -247	-12%	-$11.4K	﹤0.01%	272
2020 Q1	$90K	Hold	2,024	–	–	﹤0.01%	262
2019 Q4	$112K	Hold	2,024	–	–	﹤0.01%	265
2019 Q3	$110K	Hold	2,024	–	–	﹤0.01%	269
2019 Q2	$103K	Buy	2,024 +281	+16%	+$13.8K	﹤0.01%	273
2019 Q1	$82K	Hold	1,743	–	–	﹤0.01%	275
2018 Q4	$83K	Hold	1,743	–	–	﹤0.01%	272
2018 Q3	$81K	Hold	1,743	–	–	﹤0.01%	274
2018 Q2	$76K	Hold	1,743	–	–	﹤0.01%	275
2018 Q1	$76K	Hold	1,743	–	–	﹤0.01%	275
2017 Q4	$80K	Buy	+1,743	New	+$80.1K	﹤0.01%	264
2017 Q1	–	Sell	-2,029	Closed	-$84K	–	592
2016 Q4	$84K	Buy	+2,029	New	+$84.4K	﹤0.01%	249

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EARNEST Partners's KO Position: Q4 2023 in Review

EARNEST Partners sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 1,777 shares — an estimated $99.5K sold.

EARNEST Partners first reported a position in KO in Q4 2016 and held it in 25 quarters. The position peaked at $113K in Q4 2022. 2,994 funds tracked by Wall St. Rank hold KO as of Q4 2023.

EARNEST Partners reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 1,777 Coca-Cola shares in Q4 2023, an estimated $99.5K.
EARNEST Partners first reported a position in Coca-Cola in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Coca-Cola position peaked at $113K in Q4 2022.
2,994 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.