Holocene Advisors
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Holocene Advisors’s Coca-Cola KO Stock Holding History

Holocene Advisors’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
Q4 		– Sell
-2,881,714
Closed -$207M – 822
2024
Q3 		$207M Sell
2,881,714
-2,454,976
-46% -$168M 0.84% 29
2024
Q2 		$340M Buy
5,336,690
+1,292,942
+32% +$80M 1.42% 6
2024
Q1 		$247M Buy
4,043,748
+1,090,939
+37% +$65.5M 0.91% 19
2023
Q4 		$174M Buy
+2,952,809
New +$168M 0.68% 42
2023
Q2 		– Sell
-1,555,652
Closed -$96.5M – 787
2023
Q1 		$96.5M Buy
+1,555,652
New +$94.2M 0.47% 72
2022
Q2 		– Sell
-50,212
Closed -$3.11M – 915
2022
Q1 		$3.11M Buy
+50,212
New +$3.05M 0.02% 385
2021
Q3 		– Sell
-138,020
Closed -$7.47M – 890
2021
Q2 		$7.47M Buy
138,020
+2,618
+2% +$142K 0.04% 253
2021
Q1 		$7.14M Sell
135,402
-2,038,125
-94% -$103M 0.04% 288
2020
Q4 		$119M Buy
+2,173,527
New +$112M 0.75% 27
2019
Q1 		– Sell
-14,207
Closed -$673K – 728
2018
Q4 		$673K Sell
14,207
-2,405,068
-99% -$115M 0.01% 349
2018
Q3 		$112M Buy
2,419,275
+311,153
+15% +$14.2M 1.8% 10
2018
Q2 		$92.5M Sell
2,108,122
-1,097,115
-34% -$47.4M 1.97% 15
2018
Q1 		$139M Buy
+3,205,237
New +$144M 3.15% 6

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Holocene Advisors's KO Position: Q4 2024 in Review

Holocene Advisors sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 2,881,714 shares — an estimated $207M sold.

Holocene Advisors first reported a position in KO in Q1 2018 and held it in 13 quarters. The position peaked at $340M in Q2 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Holocene Advisors reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Holocene Advisors sold 2,881,714 Coca-Cola shares in Q4 2024, an estimated $207M.
  • Holocene Advisors first reported a position in Coca-Cola in Q1 2018 and held it in 13 quarters.
  • Holocene Advisors's Coca-Cola position peaked at $340M in Q2 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Holocene Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.