Evelyn V. Moreno’s Coca-Cola KO Stock Holding History

Evelyn V. Moreno’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	$2.07M	Sell	35,156 -71,068	-67%	-$4.04M	0.98%	36
2023 Q3	$5.95M	Buy	106,224 +8,610	+9%	+$516K	1.3%	27
2023 Q2	$5.88M	Sell	97,614 -1,948	-2%	-$121K	1.26%	33
2023 Q1	$6.18M	Sell	99,562 -2,967	-3%	-$180K	1.4%	27
2022 Q4	$6.52M	Buy	102,529 +55,107	+116%	+$3.33M	1.51%	21
2022 Q3	$2.66M	Sell	47,422 -73,778	-61%	-$4.59M	1.2%	27
2022 Q2	$7.63M	Sell	121,200 -212	-0.2%	-$13.4K	1.78%	14
2022 Q1	$7.53M	Sell	121,412 -4,544	-4%	-$276K	1.52%	29
2021 Q4	$7.46M	Buy	125,956 +7,681	+6%	+$428K	1.49%	31
2021 Q3	$6.21M	Sell	118,275 -3,013	-2%	-$168K	1.46%	34
2021 Q2	$6.56M	Sell	121,288 -5,083	-4%	-$277K	1.54%	33
2021 Q1	$6.66M	Buy	126,371 +501	+0.4%	+$25.2K	1.59%	33
2020 Q4	$6.9M	Sell	125,870 -3,790	-3%	-$196K	1.71%	28
2020 Q3	$6.4M	Buy	129,660 +2,840	+2%	+$137K	1.73%	27
2020 Q2	$5.67M	Sell	126,820 -620	-0.5%	-$28.6K	1.65%	29
2020 Q1	$5.64M	Sell	127,440 -565	-0.4%	-$30.5K	1.91%	23
2019 Q4	$7.08M	Sell	128,005 -2,270	-2%	-$122K	1.91%	26
2019 Q3	$7.09M	Buy	130,275 +5,540	+4%	+$297K	1.95%	24
2019 Q2	$6.35M	Buy	124,735 +1,045	+0.8%	+$51.2K	1.93%	27
2019 Q1	$5.8M	Buy	123,690 +550	+0.4%	+$25.7K	1.71%	31
2018 Q4	$5.83M	Buy	123,140 +105,995	+618%	+$5.07M	1.93%	23
2018 Q3	$792K	Buy	17,145 +10,445	+156%	+$477K	0.22%	51
2018 Q2	$294K	Hold	6,700	–	–	0.09%	63
2018 Q1	$291K	Hold	6,700	–	–	0.09%	61
2017 Q4	$308K	Sell	6,700 -600	-8%	-$27.6K	0.09%	62
2017 Q3	$329K	Sell	7,300 -250	-3%	-$11.4K	0.1%	62
2017 Q2	$339K	Sell	7,550 -75	-1%	-$3.31K	0.1%	63
2017 Q1	$324K	Sell	7,625 -175	-2%	-$7.3K	0.1%	64
2016 Q4	$324K	Hold	7,800	–	–	0.12%	61
2016 Q3	$330K	Sell	7,800 -794	-9%	-$34.8K	0.12%	62
2016 Q2	$389K	Hold	8,594	–	–	0.15%	58
2016 Q1	$399K	Hold	8,594	–	–	0.15%	58
2015 Q4	$370K	Hold	8,594	–	–	0.15%	58
2015 Q3	$345K	Sell	8,594 -200	-2%	-$8.01K	0.15%	61
2015 Q2	$345K	Buy	8,794 +1,794	+26%	+$73K	0.14%	63
2015 Q1	$284K	Hold	7,000	–	–	0.11%	68
2014 Q4	$296K	Hold	7,000	–	–	0.11%	69
2014 Q3	$298K	Sell	7,000 -800	-10%	-$33.1K	0.11%	66
2014 Q2	$331K	Sell	7,800 -4,406	-36%	-$179K	0.12%	66
2014 Q1	$472K	Buy	12,206 +800	+7%	+$30.9K	0.19%	62
2013 Q4	$472K	Buy	+11,406	New	+$450K	0.19%	61

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Evelyn V. Moreno's KO Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Coca-Cola (KO) stake by 67% in Q4 2023, selling an estimated $4.04M and leaving 35,156 shares worth $2.07M. The position accounts for 0.98% of the portfolio, ranked #36.

Evelyn V. Moreno first reported a position in KO in Q4 2013 and has held it in 41 quarters since. The position peaked at $7.63M in Q2 2022. 2,989 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Evelyn V. Moreno held 35,156 shares of Coca-Cola worth $2.07M as of Q4 2023.
Evelyn V. Moreno sold 71,068 Coca-Cola shares in Q4 2023, an estimated $4.04M.
Coca-Cola made up 0.98% of Evelyn V. Moreno's portfolio in Q4 2023, its #36 holding.
Evelyn V. Moreno first reported a position in Coca-Cola in Q4 2013 and has held it in 41 quarters since.
Evelyn V. Moreno's Coca-Cola position peaked at $7.63M in Q2 2022.
2,989 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.