Eudaimonia Advisors’s Coca-Cola KO Stock Holding History

Eudaimonia 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
2024 Q1	$621K	Sell	10,154 -319	-3%	-$19.2K	0.33%	89
2023 Q4	$617K	Sell	10,473 -89	-0.8%	-$5.05K	0.4%	78
2023 Q3	$591K	Sell	10,562 -1,125	-10%	-$67.5K	0.42%	74
2023 Q2	$704K	Sell	11,687 -72	-0.6%	-$4.48K	0.47%	64
2023 Q1	$729K	Sell	11,759 -164	-1%	-$9.93K	0.49%	59
2022 Q4	$758K	Buy	11,923 +119	+1%	+$7.18K	0.51%	54
2022 Q3	$661K	Sell	11,804 -27	-0.2%	-$1.68K	0.46%	57
2022 Q2	$744K	Sell	11,831 -453	-4%	-$28.7K	0.51%	51
2022 Q1	$762K	Sell	12,284 -310	-2%	-$18.9K	0.44%	65
2021 Q4	$746K	Buy	+12,594	New	+$701K	0.44%	62

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

Eudaimonia Advisors's KO Position: Q1 2024 in Review

Eudaimonia Advisors reduced its Coca-Cola (KO) stake by 3% in Q1 2024, selling an estimated $19.2K and leaving 10,154 shares worth $621K. The position accounts for 0.33% of the portfolio, ranked #89.

Eudaimonia Advisors first reported a position in KO in Q4 2021 and has held it in 10 quarters since. The position peaked at $762K in Q1 2022. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Eudaimonia Advisors held 10,154 shares of Coca-Cola worth $621K as of Q1 2024.
Eudaimonia Advisors sold 319 Coca-Cola shares in Q1 2024, an estimated $19.2K.
Coca-Cola made up 0.33% of Eudaimonia Advisors's portfolio in Q1 2024, its #89 holding.
Eudaimonia Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Coca-Cola position peaked at $762K in Q1 2022.
2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.