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Handelsinvest Investeringsforvaltning’s Coca-Cola KO Stock Holding History

Handelsinvest Investeringsforvaltning’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 		$1.86M Sell
30,436
-5,499
-15% -$330K 0.9% 19
2023
Q4 		$2.12M Buy
+35,935
New +$2.04M 0.86% 16

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
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

Handelsinvest Investeringsforvaltning's KO Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Coca-Cola (KO) stake by 15% in Q1 2024, selling an estimated $330K and leaving 30,436 shares worth $1.86M. The position accounts for 0.9% of the portfolio, ranked #19.

Handelsinvest Investeringsforvaltning first reported a position in KO in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.12M in Q4 2023. 2,982 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 30,436 shares of Coca-Cola worth $1.86M as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 5,499 Coca-Cola shares in Q1 2024, an estimated $330K.
  • Coca-Cola made up 0.9% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #19 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Coca-Cola in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Coca-Cola position peaked at $2.12M in Q4 2023.
  • 2,982 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.