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Executive Wealth Management’s Coca-Cola KO Stock Holding History

Executive Wealth Management’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
Q4 		$392K Sell
6,298
-352
-5% -$23K 0.03% 190
2024
Q3 		$478K Buy
+6,650
New +$455K 0.04% 175
2024
Q2 		– Sell
-3,374
Closed -$205K – 199
2024
Q1 		$205K Sell
3,374
-146
-4% -$8.77K 0.02% 235
2023
Q4 		$207K Buy
+3,520
New +$200K 0.02% 208
2023
Q3 		– Sell
-3,561
Closed -$214K – 206
2023
Q2 		$214K Buy
3,561
+6
+0.2% +$373 0.02% 193
2023
Q1 		$221K Hold
3,555
– – 0.02% 182
2022
Q4 		$226K Buy
+3,555
New +$215K 0.03% 178
2022
Q3 		– Sell
-3,771
Closed -$237K – 181
2022
Q2 		$237K Buy
3,771
+69
+2% +$4.37K 0.03% 166
2022
Q1 		$229K Buy
3,702
+120
+3% +$7.3K 0.02% 175
2021
Q4 		$212K Buy
+3,582
New +$199K 0.02% 185
2019
Q3 		– Sell
-1,647
Closed -$84K – 492
2019
Q2 		$84K Sell
1,647
-427
-21% -$20.9K 0.01% 230
2019
Q1 		$97K Sell
2,074
-369
-15% -$17.3K 0.02% 202
2018
Q4 		$116K Buy
+2,443
New +$117K 0.02% 187

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Executive Wealth Management's KO Position: Q4 2024 in Review

Executive Wealth Management reduced its Coca-Cola (KO) stake by 5.3% in Q4 2024, selling an estimated $23K and leaving 6,298 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #190.

Executive Wealth Management first reported a position in KO in Q4 2018 and has held it in 13 quarters since. The position peaked at $478K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Executive Wealth Management held 6,298 shares of Coca-Cola worth $392K as of Q4 2024.
  • Executive Wealth Management sold 352 Coca-Cola shares in Q4 2024, an estimated $23K.
  • Coca-Cola made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #190 holding.
  • Executive Wealth Management first reported a position in Coca-Cola in Q4 2018 and has held it in 13 quarters since.
  • Executive Wealth Management's Coca-Cola position peaked at $478K in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.