Gyroscope Capital Management Group’s Coca-Cola KO Stock Holding History

Gyroscope Capital Management Group’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	$877K	Buy	15,675 +8,612	+122%	+$517K	0.2%	99
2023 Q2	$425K	Buy	+7,063	New	+$439K	0.1%	119
2022 Q1	–	Sell	-4,864	Closed	-$288K	–	115
2021 Q4	$288K	Buy	+4,864	New	+$271K	0.1%	109
2021 Q3	–	Sell	-3,864	Closed	-$209K	–	121
2021 Q2	$209K	Buy	+3,864	New	+$210K	0.07%	111
2018 Q3	–	Sell	-7,589	Closed	-$333K	–	124
2018 Q2	$333K	Sell	7,589 -182	-2%	-$7.86K	0.15%	85
2018 Q1	$337K	Sell	7,771 -62	-0.8%	-$2.79K	0.16%	87
2017 Q4	$359K	Sell	7,833 -78	-1%	-$3.58K	0.16%	82
2017 Q3	$356K	Buy	7,911 +559	+8%	+$25.4K	0.18%	65
2017 Q2	$330K	Buy	7,352 +992	+16%	+$43.8K	0.16%	72
2017 Q1	$270K	Buy	6,360 +52	+0.8%	+$2.17K	0.16%	70
2016 Q4	$262K	Buy	6,308 +1,406	+29%	+$58.5K	0.18%	72
2016 Q3	$207K	Buy	+4,902	New	+$215K	0.15%	89

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

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

Gyroscope Capital Management Group's KO Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Coca-Cola (KO) stake by 122% in Q3 2023, buying an estimated $517K and bringing the position to 15,675 shares worth $877K. The position accounts for 0.2% of the portfolio, ranked #99.

Gyroscope Capital Management Group first reported a position in KO in Q3 2016 and has held it in 12 quarters since. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Gyroscope Capital Management Group held 15,675 shares of Coca-Cola worth $877K as of Q3 2023.
Gyroscope Capital Management Group bought 8,612 Coca-Cola shares in Q3 2023, an estimated $517K.
Coca-Cola made up 0.2% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #99 holding.
Gyroscope Capital Management Group first reported a position in Coca-Cola in Q3 2016 and has held it in 12 quarters since.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.