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GYL Financial Synergies’s Coca-Cola KO Stock Holding History

GYL Financial Synergies’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 		$4.8M Sell
66,825
-1,046
-2% -$71.6K 0.36% 70
2024
Q2 		$4.32M Buy
67,871
+2,880
+4% +$178K 0.33% 75
2024
Q1 		$3.98M Buy
64,991
+682
+1% +$41K 0.31% 77
2023
Q4 		$3.79M Buy
64,309
+375
+0.6% +$21.3K 0.31% 80
2023
Q3 		$3.58M Sell
63,934
-8,725
-12% -$523K 0.35% 70
2023
Q2 		$4.38M Buy
72,659
+27,211
+60% +$1.69M 0.4% 59
2023
Q1 		$2.82M Buy
45,448
+8,751
+24% +$530K 0.34% 67
2022
Q4 		$2.33M Buy
36,697
+13,750
+60% +$830K 0.51% 37
2022
Q3 		$1.29M Buy
22,947
+432
+2% +$26.8K 0.35% 43
2022
Q2 		$1.42M Buy
22,515
+1,200
+6% +$76.1K 0.39% 40
2022
Q1 		$1.32M Sell
21,315
-14,327
-40% -$871K 0.32% 41
2021
Q4 		$2.11M Buy
35,642
+354
+1% +$19.7K 0.57% 30
2021
Q3 		$1.85M Buy
35,288
+1,257
+4% +$70.1K 0.95% 20
2021
Q2 		$1.84M Buy
34,031
+273
+0.8% +$14.9K 0.95% 20
2021
Q1 		$1.78M Buy
33,758
+3,341
+11% +$168K 0.98% 20
2020
Q4 		$1.67M Sell
30,417
-194
-0.6% -$10K 0.96% 22
2020
Q3 		$1.51M Buy
30,611
+841
+3% +$40.4K 0.99% 19
2020
Q2 		$1.33M Buy
29,770
+5,404
+22% +$249K 0.96% 21
2020
Q1 		$1.08M Sell
24,366
-974
-4% -$52.6K 0.69% 29
2019
Q4 		$1.4M Buy
25,340
+488
+2% +$26.2K 0.62% 27
2019
Q3 		$1.35M Buy
24,852
+155
+0.6% +$8.3K 0.67% 26
2019
Q2 		$1.26M Sell
24,697
-900
-4% -$44.1K 0.67% 27
2019
Q1 		$1.2M Sell
25,597
-198
-0.8% -$9.26K 0.67% 27
2018
Q4 		$1.22M Buy
+25,795
New +$1.23M 0.89% 19

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GYL Financial Synergies's KO Position: Q3 2024 in Review

GYL Financial Synergies reduced its Coca-Cola (KO) stake by 1.5% in Q3 2024, selling an estimated $71.6K and leaving 66,825 shares worth $4.8M. The position accounts for 0.36% of the portfolio, ranked #70.

GYL Financial Synergies first reported a position in KO in Q4 2018 and has held it in 24 quarters since. 3,139 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • GYL Financial Synergies held 66,825 shares of Coca-Cola worth $4.8M as of Q3 2024.
  • GYL Financial Synergies sold 1,046 Coca-Cola shares in Q3 2024, an estimated $71.6K.
  • Coca-Cola made up 0.36% of GYL Financial Synergies's portfolio in Q3 2024, its #70 holding.
  • GYL Financial Synergies first reported a position in Coca-Cola in Q4 2018 and has held it in 24 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.