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Fernwood Investment Management’s Coca-Cola KO Stock Holding History

Fernwood Investment 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 		$299K Hold
4,798
– – 0.1% 133
2024
Q3 		$345K Sell
4,798
-975
-17% -$66.8K 0.11% 146
2024
Q2 		$367K Hold
5,773
– – 0.11% 142
2024
Q1 		$353K Hold
5,773
– – 0.1% 151
2023
Q4 		$340K Sell
5,773
-411
-7% -$23.3K 0.11% 143
2023
Q3 		$346K Hold
6,184
– – 0.12% 138
2023
Q2 		$372K Hold
6,184
– – 0.13% 137
2023
Q1 		$384K Sell
6,184
-400
-6% -$24.2K 0.15% 136
2022
Q4 		$419K Sell
6,584
-412
-6% -$24.9K 0.17% 125
2022
Q3 		$392K Buy
6,996
+3
+0% +$186 0.17% 126
2022
Q2 		$440K Buy
6,993
+403
+6% +$25.5K 0.19% 119
2022
Q1 		$409K Hold
6,590
– – 0.14% 139
2021
Q4 		$390K Buy
6,590
+202
+3% +$11.2K 0.13% 150
2021
Q3 		$335K Buy
6,388
+511
+9% +$28.5K 0.12% 154
2021
Q2 		$318K Hold
5,877
– – 0.11% 154
2021
Q1 		$310K Buy
5,877
+975
+20% +$49.1K 0.11% 155
2020
Q4 		$269K Buy
4,902
+400
+9% +$20.7K 0.11% 157
2020
Q3 		$222K Sell
4,502
-600
-12% -$28.9K 0.1% 152
2020
Q2 		$228K Sell
5,102
-202
-4% -$9.3K 0.11% 149
2020
Q1 		$235K Buy
5,304
+862
+19% +$46.6K 0.15% 127
2019
Q4 		$246K Sell
4,442
-200
-4% -$10.8K 0.12% 133
2019
Q3 		$253K Buy
4,642
+100
+2% +$5.36K 0.13% 155
2019
Q2 		$231K Hold
4,542
– – 0.13% 133
2019
Q1 		$213K Hold
4,542
– – 0.11% 144
2018
Q4 		$215K Buy
4,542
+100
+2% +$4.79K 0.14% 132
2018
Q3 		$205K Sell
4,442
-433
-9% -$19.8K 0.11% 158
2018
Q2 		$214K Buy
+4,875
New +$211K 0.12% 143
2014
Q1 		– Sell
-9,760
Closed -$403K – 122
2013
Q4 		$403K Buy
+9,760
New +$385K 0.27% 90

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

Fernwood Investment Management's KO Position: Q4 2024 in Review

Fernwood Investment Management held its Coca-Cola (KO) position steady in Q4 2024 at 4,798 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #133.

Fernwood Investment Management first reported a position in KO in Q4 2013 and has held it in 28 quarters since. The position peaked at $440K in Q2 2022. 3,278 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Fernwood Investment Management held 4,798 shares of Coca-Cola worth $299K as of Q4 2024.
  • Fernwood Investment Management left its Coca-Cola share count unchanged in Q4 2024.
  • Coca-Cola made up 0.1% of Fernwood Investment Management's portfolio in Q4 2024, its #133 holding.
  • Fernwood Investment Management first reported a position in Coca-Cola in Q4 2013 and has held it in 28 quarters since.
  • Fernwood Investment Management's Coca-Cola position peaked at $440K in Q2 2022.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

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