Generali Powszechne Towarzystwo Emerytalne’s Coca-Cola KO Stock Holding History

Generali Powszechne Towarzystwo Emerytalne’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
2023 Q3	–	Sell	-20,118	Closed	-$1.21M	–	29
2023 Q2	$1.21M	Hold	20,118	–	–	0.99%	29
2023 Q1	$1.25M	Hold	20,118	–	–	1.17%	28
2022 Q4	$1.28M	Hold	20,118	–	–	1.27%	27
2022 Q3	$1.13M	Hold	20,118	–	–	1.28%	27
2022 Q2	$1.27M	Hold	20,118	–	–	1.35%	27
2022 Q1	$1.25M	Buy	+20,118	New	+$1.22M	1.14%	27

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Generali Powszechne Towarzystwo Emerytalne's KO Position: Q3 2023 in Review

Generali Powszechne Towarzystwo Emerytalne sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 20,118 shares — an estimated $1.21M sold.

Generali Powszechne Towarzystwo Emerytalne first reported a position in KO in Q1 2022 and held it in 6 quarters. The position peaked at $1.28M in Q4 2022. 2,829 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Generali Powszechne Towarzystwo Emerytalne reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
Generali Powszechne Towarzystwo Emerytalne sold 20,118 Coca-Cola shares in Q3 2023, an estimated $1.21M.
Generali Powszechne Towarzystwo Emerytalne first reported a position in Coca-Cola in Q1 2022 and held it in 6 quarters.
Generali Powszechne Towarzystwo Emerytalne's Coca-Cola position peaked at $1.28M in Q4 2022.
2,829 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Generali Powszechne Towarzystwo Emerytalne's 13F filing for Q3 2023, filed 5 Feb 2025.