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First Trust Investment Solutions’s Coca-Cola KO Stock Holding History

First Trust Investment Solutions’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 		$2.23M Buy
31,005
+10,315
+50% +$706K 0.25% 85
2024
Q2 		$1.32M Buy
20,690
+3,325
+19% +$206K 0.19% 111
2024
Q1 		$1.06M Buy
17,365
+1,038
+6% +$62.4K 0.19% 95
2023
Q4 		$962K Buy
+16,327
New +$927K 0.2% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Investment Solutions's KO Position: Q3 2024 in Review

First Trust Investment Solutions increased its Coca-Cola (KO) stake by 50% in Q3 2024, buying an estimated $706K and bringing the position to 31,005 shares worth $2.23M. The position accounts for 0.25% of the portfolio, ranked #85.

First Trust Investment Solutions first reported a position in KO in Q4 2023 and has held it in 4 quarters since. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • First Trust Investment Solutions held 31,005 shares of Coca-Cola worth $2.23M as of Q3 2024.
  • First Trust Investment Solutions bought 10,315 Coca-Cola shares in Q3 2024, an estimated $706K.
  • Coca-Cola made up 0.25% of First Trust Investment Solutions's portfolio in Q3 2024, its #85 holding.
  • First Trust Investment Solutions first reported a position in Coca-Cola in Q4 2023 and has held it in 4 quarters since.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.