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Gunn & Company Investment Management’s Coca-Cola KO Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-24,955
Closed -$1.59M – 106
2024
Q2 		$1.59M Buy
+24,955
New +$1.54M 0.09% 59
2024
Q1 		– Sell
-25,007
Closed -$1.47M – 100
2023
Q4 		$1.47M Buy
+25,007
New +$1.42M 0.1% 49

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gunn & Company Investment Management's KO Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 24,955 shares — an estimated $1.59M sold.

Gunn & Company Investment Management first reported a position in KO in Q4 2023 and held it in 2 quarters. The position peaked at $1.59M in Q2 2024. 3,136 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 24,955 Coca-Cola shares in Q3 2024, an estimated $1.59M.
  • Gunn & Company Investment Management first reported a position in Coca-Cola in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Coca-Cola position peaked at $1.59M in Q2 2024.
  • 3,136 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.