KJHP
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K.J. Harrison & Partners’s Coca-Cola KO Stock Holding History

K.J. Harrison & 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
Q1 		– Sell
-3,957
Closed -$233K – 212
2023
Q4 		$233K Buy
+3,957
New +$225K 0.04% 194
2023
Q3 		– Sell
-3,657
Closed -$219K – 163
2023
Q2 		$219K Hold
3,657
– – 0.04% 196
2023
Q1 		$227K Buy
3,657
+40
+1% +$2.42K 0.05% 190
2022
Q4 		$312K Sell
3,617
-58
-2% -$3.5K 0.06% 180
2022
Q3 		$206K Buy
3,675
+139
+4% +$8.64K 0.07% 151
2022
Q2 		$223K Buy
+3,536
New +$224K 0.06% 160
2021
Q3 		– Sell
-7,240
Closed -$392 – 397
2021
Q2 		$392 Buy
7,240
+140
+2% +$7.62K 0.04% 224
2021
Q1 		$374K Sell
7,100
-2,050
-22% -$103K 0.06% 212
2020
Q4 		$502K Buy
+9,150
New +$473K 0.08% 201
2017
Q4 		– Sell
-50,000
Closed -$2.25M – 182
2017
Q3 		$2.25M Buy
50,000
+5,000
+11% +$227K 0.77% 46
2017
Q2 		$2.02M Buy
45,000
+40,000
+800% +$1.77M 0.79% 42
2017
Q1 		$212K Buy
+5,000
New +$209K 0.09% 151
2015
Q3 		– Sell
-137,300
Closed -$5.39M – 161
2015
Q2 		$5.39M Hold
137,300
– – 1.6% 17
2015
Q1 		$5.57M Hold
137,300
– – 1.62% 15
2014
Q4 		$5.8M Buy
137,300
+53,500
+64% +$2.28M 1.67% 19
2014
Q3 		$3.58M Hold
83,800
– – 1% 33
2014
Q2 		$3.55M Hold
83,800
– – 1.01% 32
2014
Q1 		$3.23M Buy
83,800
+3,700
+5% +$143K 0.96% 38
2013
Q4 		$3.52M Buy
80,100
+25,000
+45% +$986K 1.04% 33
2013
Q3 		$2.09M Sell
55,100
-1,195
-2% -$47.2K 0.76% 45
2013
Q2 		$2.26M Buy
+56,295
New +$2.33M 0.91% 40

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

K.J. Harrison & Partners's KO Position: Q1 2024 in Review

K.J. Harrison & Partners sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 3,957 shares — an estimated $233K sold.

K.J. Harrison & Partners first reported a position in KO in Q2 2013 and held it in 21 quarters. The position peaked at $5.8M in Q4 2014. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • K.J. Harrison & Partners reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • K.J. Harrison & Partners sold 3,957 Coca-Cola shares in Q1 2024, an estimated $233K.
  • K.J. Harrison & Partners first reported a position in Coca-Cola in Q2 2013 and held it in 21 quarters.
  • K.J. Harrison & Partners's Coca-Cola position peaked at $5.8M in Q4 2014.
  • 2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on K.J. Harrison & Partners's 13F filing for Q1 2024, filed 26 Apr 2024.