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Five Oceans Advisors’s Coca-Cola KO Stock Holding History

Five Oceans Advisors’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 		– Sell
-6,968
Closed -$501K – 191
2024
Q3 		$501K Sell
6,968
-4
-0.1% -$274 0.24% 63
2024
Q2 		$444K Sell
6,972
-1,212
-15% -$75K 0.23% 70
2024
Q1 		$501K Buy
8,184
+474
+6% +$28.5K 0.26% 66
2023
Q4 		$454K Sell
7,710
-751
-9% -$42.7K 0.25% 74
2023
Q3 		$474K Sell
8,461
-137
-2% -$8.22K 0.3% 66
2023
Q2 		$518K Buy
8,598
+167
+2% +$10.4K 0.33% 63
2023
Q1 		$523K Sell
8,431
-163
-2% -$9.87K 0.34% 68
2022
Q4 		$547K Sell
8,594
-486
-5% -$29.3K 0.38% 62
2022
Q3 		$509K Buy
9,080
+2,284
+34% +$142K 0.4% 57
2022
Q2 		$428K Buy
6,796
+1,729
+34% +$110K 0.32% 67
2022
Q1 		$314K Buy
5,067
+250
+5% +$15.2K 0.28% 71
2021
Q4 		$285K Buy
4,817
+392
+9% +$21.8K 0.25% 80
2021
Q3 		$232K Buy
+4,425
New +$247K 0.27% 84

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

Five Oceans Advisors's KO Position: Q4 2024 in Review

Five Oceans Advisors sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 6,968 shares — an estimated $501K sold.

Five Oceans Advisors first reported a position in KO in Q3 2021 and held it in 13 quarters. The position peaked at $547K in Q4 2022. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Five Oceans Advisors reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Five Oceans Advisors sold 6,968 Coca-Cola shares in Q4 2024, an estimated $501K.
  • Five Oceans Advisors first reported a position in Coca-Cola in Q3 2021 and held it in 13 quarters.
  • Five Oceans Advisors's Coca-Cola position peaked at $547K in Q4 2022.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Five Oceans Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.