Gimbal Financial’s Coca-Cola KO Stock Holding History

Gimbal Financial’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	-3,604	Closed	-$243K	–	55
2024 Q3	$243K	Buy	3,604 +16	+0.4%	+$1.1K	0.16%	44
2024 Q2	$226K	Hold	3,588	–	–	0.17%	40
2024 Q1	$220K	Hold	3,588	–	–	0.18%	43
2023 Q4	$211K	Buy	+3,588	New	+$204K	0.21%	41

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Gimbal Financial's KO Position: Q4 2024 in Review

Gimbal Financial sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 3,604 shares — an estimated $243K sold.

Gimbal Financial first reported a position in KO in Q4 2023 and held it in 4 quarters. The position peaked at $243K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Gimbal Financial reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
Gimbal Financial sold 3,604 Coca-Cola shares in Q4 2024, an estimated $243K.
Gimbal Financial first reported a position in Coca-Cola in Q4 2023 and held it in 4 quarters.
Gimbal Financial's Coca-Cola position peaked at $243K in Q3 2024.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Gimbal Financial's 13F filing for Q4 2024, filed 3 Feb 2025.