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Granite Bay Wealth Management’s Coca-Cola KO Stock Holding History

Granite Bay Wealth Management’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
Q1 		– Sell
-115,700
Closed -$6.53M – 191
2023
Q4 		$6.53M Sell
115,700
-22,900
-17% -$1.3M 0.06% 94
2023
Q3 		$8.28M Buy
+138,600
New +$8.31M 0.08% 91

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Granite Bay Wealth Management's KO Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 115,700 shares — an estimated $6.53M sold.

Granite Bay Wealth Management first reported a position in KO in Q3 2023 and held it in 2 quarters. The position peaked at $8.28M in Q3 2023. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 115,700 Coca-Cola shares in Q1 2024, an estimated $6.53M.
  • Granite Bay Wealth Management first reported a position in Coca-Cola in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Coca-Cola position peaked at $8.28M in Q3 2023.
  • 2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.