J. Goldman & Co’s Coca-Cola KO Stock Holding History

J. Goldman & Co’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	$1.52M	Buy	+20,000	New	+$1.51M	0.04%	366
2015 Q3	–	Sell	-102,300	Closed	-$4.01M	–	273
2015 Q2	$4.01M	Buy	+102,300	New	+$4.16M	0.24%	111

Other funds holding KO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

J. Goldman & Co's KO Position: Q4 2024 in Review

J. Goldman & Co sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 115,081 shares — an estimated $8.27M sold.

J. Goldman & Co first reported a position in KO in Q3 2024 and held it in 1 quarter. The position peaked at $8.27M in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

J. Goldman & Co reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
J. Goldman & Co sold 115,081 Coca-Cola shares in Q4 2024, an estimated $8.27M.
J. Goldman & Co first reported a position in Coca-Cola in Q3 2024 and held it in 1 quarter.
J. Goldman & Co's Coca-Cola position peaked at $8.27M in Q3 2024.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.