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Epic Trust Investment Advisors’s Coca-Cola KO Stock Holding History

Epic Trust Investment Advisors’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
-3,651
Closed -$204K – 103
2023
Q3 		$204K Sell
3,651
-141
-4% -$8.46K 0.32% 87
2023
Q2 		$228K Buy
+3,792
New +$236K 0.32% 85

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Epic Trust Investment Advisors's KO Position: Q4 2023 in Review

Epic Trust Investment Advisors sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 3,651 shares — an estimated $204K sold.

Epic Trust Investment Advisors first reported a position in KO in Q2 2023 and held it in 2 quarters. The position peaked at $228K in Q2 2023. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

  • Epic Trust Investment Advisors reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 3,651 Coca-Cola shares in Q4 2023, an estimated $204K.
  • Epic Trust Investment Advisors first reported a position in Coca-Cola in Q2 2023 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Coca-Cola position peaked at $228K in Q2 2023.
  • 2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.