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Israel Discount Bank of New York’s Coca-Cola KO Stock Holding History

Israel Discount Bank of New York’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
Q2 		– Sell
-5,564
Closed -$340K – 65
2024
Q1 		$340K Sell
5,564
-3,010
-35% -$181K 0.42% 52
2023
Q4 		$505K Sell
8,574
-250
-3% -$14.2K 0.4% 52
2023
Q3 		$494K Sell
8,824
-127
-1% -$7.62K 0.41% 49
2023
Q2 		$539K Sell
8,951
-1,193
-12% -$74.2K 0.43% 48
2023
Q1 		$629K Sell
10,144
-1,100
-10% -$66.6K 0.47% 47
2022
Q4 		$715K Sell
11,244
-560
-5% -$33.8K 0.6% 39
2022
Q3 		$662K Buy
11,804
+140
+1% +$8.7K 0.55% 42
2022
Q2 		$734K Sell
11,664
-122
-1% -$7.73K 0.56% 40
2022
Q1 		$731K Buy
11,786
+244
+2% +$14.8K 0.48% 46
2021
Q4 		$684K Sell
11,542
-512
-4% -$28.5K 0.42% 59
2021
Q3 		$633K Buy
+12,054
New +$672K 0.43% 55
2021
Q1 		$602K Sell
11,416
-854
-7% -$43K 0.46% 50
2020
Q4 		$673K Sell
12,270
-3,204
-21% -$166K 0.49% 49
2020
Q3 		$764K Sell
15,474
-1,271
-8% -$61.1K 0.5% 48
2020
Q2 		$748K Sell
16,745
-4,103
-20% -$189K 0.51% 48
2020
Q1 		$922K Buy
20,848
+1,951
+10% +$105K 0.71% 40
2019
Q4 		$1.05M Buy
18,897
+1,283
+7% +$69K 0.68% 41
2019
Q3 		$959K Buy
17,614
+2,052
+13% +$110K 0.7% 41
2019
Q2 		$793K Buy
15,562
+445
+3% +$21.8K 0.6% 42
2019
Q1 		$709K Buy
15,117
+1,237
+9% +$57.9K 0.48% 43
2018
Q4 		$657K Sell
13,880
-430
-3% -$20.6K 0.5% 38
2018
Q3 		$661K Buy
14,310
+220
+2% +$10.1K 0.43% 49
2018
Q2 		$618K Sell
14,090
-192
-1% -$8.29K 0.41% 51
2018
Q1 		$620K Buy
14,282
+22
+0.2% +$988 0.41% 52
2017
Q4 		$654K Sell
14,260
-285
-2% -$13.1K 0.45% 51
2017
Q3 		$654K Sell
14,545
-815
-5% -$37.1K 0.49% 45
2017
Q2 		$689K Sell
15,360
-1,305
-8% -$57.7K 0.55% 41
2017
Q1 		$707K Buy
16,665
+3,610
+28% +$151K 0.58% 42
2016
Q4 		$541K Buy
+13,055
New +$543K 0.49% 45

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Israel Discount Bank of New York's KO Position: Q2 2024 in Review

Israel Discount Bank of New York sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 5,564 shares — an estimated $340K sold.

Israel Discount Bank of New York first reported a position in KO in Q4 2016 and held it in 29 quarters. The position peaked at $1.05M in Q4 2019. 3,033 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • Israel Discount Bank of New York reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
  • Israel Discount Bank of New York sold 5,564 Coca-Cola shares in Q2 2024, an estimated $340K.
  • Israel Discount Bank of New York first reported a position in Coca-Cola in Q4 2016 and held it in 29 quarters.
  • Israel Discount Bank of New York's Coca-Cola position peaked at $1.05M in Q4 2019.
  • 3,033 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Israel Discount Bank of New York's 13F filing for Q2 2024, filed 13 Aug 2024.