Finivi Inc’s Coca-Cola KO Stock Holding History

Finivi Inc’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 Q3	–	Sell	-3,322	Closed	-$211K	–	94
2024 Q2	$211K	Buy	3,322 +41	+1%	+$2.54K	0.18%	85
2024 Q1	$201K	Sell	3,281 -2,910	-47%	-$175K	0.18%	83
2023 Q4	$365K	Buy	+6,191	New	+$352K	0.36%	65

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Finivi Inc's KO Position: Q3 2024 in Review

Finivi Inc sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 3,322 shares — an estimated $211K sold.

Finivi Inc first reported a position in KO in Q4 2023 and held it in 3 quarters. The position peaked at $365K in Q4 2023. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

Finivi Inc reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
Finivi Inc sold 3,322 Coca-Cola shares in Q3 2024, an estimated $211K.
Finivi Inc first reported a position in Coca-Cola in Q4 2023 and held it in 3 quarters.
Finivi Inc's Coca-Cola position peaked at $365K in Q4 2023.
3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Finivi Inc's 13F filing for Q3 2024, filed 19 Dec 2025.