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Geller Advisors’s Coca-Cola KO Stock Holding History

Geller 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 		$566K Hold
9,095
– – 0.04% 119
2024
Q3 		$658K Buy
9,095
+521
+6% +$35.7K 0.05% 105
2024
Q2 		$550K Sell
8,574
-66
-0.8% -$4.08K 0.04% 127
2024
Q1 		$533K Buy
8,640
+782
+10% +$47K 0.04% 132
2023
Q4 		$463K Hold
7,858
– – 0.05% 138
2023
Q3 		$444K Sell
7,858
-340
-4% -$20.4K 0.05% 130
2023
Q2 		$497K Buy
8,198
+1,360
+20% +$84.6K 0.06% 117
2023
Q1 		$427K Buy
6,838
+2,482
+57% +$150K 0.06% 86
2022
Q4 		$277K Buy
4,356
+307
+8% +$18.5K 0.05% 105
2022
Q3 		$229K Hold
4,049
– – 0.05% 111
2022
Q2 		$257K Sell
4,049
-8
-0.2% -$507 0.05% 107
2022
Q1 		$253K Sell
4,057
-485
-11% -$29.5K 0.05% 129
2021
Q4 		$269K Sell
4,542
-6
-0.1% -$334 0.05% 127
2021
Q3 		$241K Buy
4,548
+7
+0.2% +$390 0.05% 126
2021
Q2 		$248K Buy
4,541
+32
+0.7% +$1.74K 0.05% 112
2021
Q1 		$240K Buy
4,509
+391
+9% +$19.7K 0.06% 106
2020
Q4 		$242K Hold
4,118
– – 0.06% 97
2020
Q3 		$205K Buy
+4,118
New +$198K 0.06% 78

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

Geller Advisors's KO Position: Q4 2024 in Review

Geller Advisors held its Coca-Cola (KO) position steady in Q4 2024 at 9,095 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #119.

Geller Advisors first reported a position in KO in Q3 2020 and has held it in 18 quarters since. The position peaked at $658K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Geller Advisors held 9,095 shares of Coca-Cola worth $566K as of Q4 2024.
  • Geller Advisors left its Coca-Cola share count unchanged in Q4 2024.
  • Coca-Cola made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #119 holding.
  • Geller Advisors first reported a position in Coca-Cola in Q3 2020 and has held it in 18 quarters since.
  • Geller Advisors's Coca-Cola position peaked at $658K in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.