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Hyperion Partners’s Coca-Cola KO Stock Holding History

Hyperion Partners’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
Q3 		$416K Sell
5,790
-16
-0.3% -$1.1K 0.27% 38
2024
Q2 		$370K Buy
5,806
+153
+3% +$9.47K 0.26% 38
2024
Q1 		$346K Sell
5,653
-13
-0.2% -$781 0.25% 42
2023
Q4 		$334K Sell
5,666
-305
-5% -$17.3K 0.26% 43
2023
Q3 		$334K Hold
5,971
– – 0.29% 42
2023
Q2 		$360K Hold
5,971
– – 0.3% 39
2023
Q1 		$370K Buy
5,971
+137
+2% +$8.29K 0.33% 37
2022
Q4 		$371K Buy
+5,834
New +$352K 0.35% 35

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hyperion Partners's KO Position: Q3 2024 in Review

Hyperion Partners reduced its Coca-Cola (KO) stake by 0.28% in Q3 2024, selling an estimated $1.1K and leaving 5,790 shares worth $416K. The position accounts for 0.27% of the portfolio, ranked #38.

Hyperion Partners first reported a position in KO in Q4 2022 and has held it in 8 quarters since. 3,139 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Hyperion Partners held 5,790 shares of Coca-Cola worth $416K as of Q3 2024.
  • Hyperion Partners sold 16 Coca-Cola shares in Q3 2024, an estimated $1.1K.
  • Coca-Cola made up 0.27% of Hyperion Partners's portfolio in Q3 2024, its #38 holding.
  • Hyperion Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 8 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.