Intellectus Partners’s Coca-Cola KO Stock Holding History

Intellectus 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
2026 Q1	$879K	Buy	+11,475	New	+$867K	0.18%	144
2024 Q3	–	Sell	-13,503	Closed	-$866K	–	278
2024 Q2	$866K	Buy	13,503 +1,302	+11%	+$80.6K	0.24%	116
2024 Q1	$752K	Buy	+12,201	New	+$733K	0.2%	141
2022 Q1	–	Sell	-12,353	Closed	-$731K	–	252
2021 Q4	$731K	Buy	12,353 +35	+0.3%	+$1.95K	0.19%	147
2021 Q3	$651K	Buy	12,318 +21	+0.2%	+$1.17K	0.16%	160
2021 Q2	$671K	Buy	12,297 +291	+2%	+$15.8K	0.15%	167
2021 Q1	$638K	Buy	+12,006	New	+$604K	0.18%	161
2019 Q2	–	Sell	-1,412	Closed	-$67K	–	306
2019 Q1	$67K	Buy	1,412 +203	+17%	+$9.49K	0.03%	238
2018 Q4	$57K	Sell	1,209 -3,236	-73%	-$155K	0.04%	145
2018 Q3	$207K	Sell	4,445 -8,318	-65%	-$380K	0.07%	234
2018 Q2	$565K	Sell	12,763 -286	-2%	-$12.4K	0.21%	127
2018 Q1	$572K	Buy	13,049 +3,146	+32%	+$141K	0.2%	122
2017 Q4	$454K	Buy	9,903 +5,234	+112%	+$241K	0.17%	138
2017 Q3	$212K	Hold	4,669	–	–	0.09%	224
2017 Q2	$211K	Sell	4,669 -6,060	-56%	-$268K	0.1%	198
2017 Q1	$459K	Buy	10,729 +5,273	+97%	+$220K	0.23%	114
2016 Q4	$226K	Buy	+5,456	New	+$227K	0.12%	164

Other funds holding KO

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return