Eaton Financial Holdings’s Coca-Cola KO Stock Holding History

Eaton Financial Holdings’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	–	Sell	-10,708	Closed	-$631K	–	116
2023 Q4	$631K	Sell	10,708 -1,544	-13%	-$87.7K	0.15%	111
2023 Q3	$686K	Buy	+12,252	New	+$735K	0.18%	104

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Eaton Financial Holdings's KO Position: Q1 2024 in Review

Eaton Financial Holdings sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 10,708 shares — an estimated $631K sold.

Eaton Financial Holdings first reported a position in KO in Q3 2023 and held it in 2 quarters. The position peaked at $686K in Q3 2023. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Eaton Financial Holdings reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
Eaton Financial Holdings sold 10,708 Coca-Cola shares in Q1 2024, an estimated $631K.
Eaton Financial Holdings first reported a position in Coca-Cola in Q3 2023 and held it in 2 quarters.
Eaton Financial Holdings's Coca-Cola position peaked at $686K in Q3 2023.
2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.