Householder Group Estate & Retirement Specialist’s Coca-Cola KO Stock Holding History

Householder Group Estate & Retirement Specialist’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	$173K	Sell	2,783 -6,178	-69%	-$403K	0.13%	109
2024 Q3	$643K	Buy	8,961 +197	+2%	+$13.5K	0.19%	108
2024 Q2	$557K	Buy	8,764 +1,212	+16%	+$75K	0.16%	125
2024 Q1	$462K	Sell	7,552 -802	-10%	-$48.2K	0.14%	142
2023 Q4	$492K	Buy	8,354 +554	+7%	+$31.5K	0.16%	122
2023 Q3	$437K	Buy	+7,800	New	+$468K	0.16%	122
2023 Q1	$250K	Buy	+4,030	New	+$244K	0.1%	176
2022 Q4	–	Sell	-3,407	Closed	-$190K	–	759
2022 Q3	$190K	Buy	3,407 +64	+2%	+$3.98K	0.08%	186
2022 Q2	$210K	Buy	3,343 +2	+0.1%	+$127	0.09%	184
2022 Q1	$207K	Sell	3,341 -864	-21%	-$52.5K	0.08%	189
2021 Q4	$249K	Buy	+4,205	New	+$234K	0.09%	178

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's KO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Coca-Cola (KO) stake by 69% in Q4 2024, selling an estimated $403K and leaving 2,783 shares worth $173K. The position accounts for 0.13% of the portfolio, ranked #109.

Householder Group Estate & Retirement Specialist first reported a position in KO in Q4 2021 and has held it in 11 quarters since. The position peaked at $643K in Q3 2024. 3,279 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,783 shares of Coca-Cola worth $173K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 6,178 Coca-Cola shares in Q4 2024, an estimated $403K.
Coca-Cola made up 0.13% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #109 holding.
Householder Group Estate & Retirement Specialist first reported a position in Coca-Cola in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Coca-Cola position peaked at $643K in Q3 2024.
3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.