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HTLF Bank’s Coca-Cola KO Stock Holding History

HTLF Bank’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 		$1.84M Sell
29,566
-1,342
-4% -$87.6K 0.21% 69
2024
Q3 		$2.22M Sell
30,908
-1,618
-5% -$111K 0.24% 68
2024
Q2 		$2.07M Sell
32,526
-697
-2% -$43.1K 0.24% 69
2024
Q1 		$2.03M Sell
33,223
-400
-1% -$24K 0.23% 70
2023
Q4 		$1.98M Buy
+33,623
New +$1.91M 0.23% 72

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

HTLF Bank's KO Position: Q4 2024 in Review

HTLF Bank reduced its Coca-Cola (KO) stake by 4.3% in Q4 2024, selling an estimated $87.6K and leaving 29,566 shares worth $1.84M. The position accounts for 0.21% of the portfolio, ranked #69.

HTLF Bank first reported a position in KO in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.22M in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • HTLF Bank held 29,566 shares of Coca-Cola worth $1.84M as of Q4 2024.
  • HTLF Bank sold 1,342 Coca-Cola shares in Q4 2024, an estimated $87.6K.
  • Coca-Cola made up 0.21% of HTLF Bank's portfolio in Q4 2024, its #69 holding.
  • HTLF Bank first reported a position in Coca-Cola in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Coca-Cola position peaked at $2.22M in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.