Kettle Hill Capital Management’s Coca-Cola KO Stock Holding History

Kettle Hill Capital Management’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	-74,904	Closed	-$4.41M	–	49
2023 Q4	$4.41M	Buy	+74,904	New	+$4.25M	1.15%	34
2023 Q2	–	Sell	-79,232	Closed	-$4.91M	–	54
2023 Q1	$4.91M	Buy	+79,232	New	+$4.8M	1.13%	45

Other funds holding KO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

Kettle Hill Capital Management's KO Position: Q1 2024 in Review

Kettle Hill Capital Management sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 74,904 shares — an estimated $4.41M sold.

Kettle Hill Capital Management first reported a position in KO in Q1 2023 and held it in 2 quarters. The position peaked at $4.91M in Q1 2023. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Kettle Hill Capital Management reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
Kettle Hill Capital Management sold 74,904 Coca-Cola shares in Q1 2024, an estimated $4.41M.
Kettle Hill Capital Management first reported a position in Coca-Cola in Q1 2023 and held it in 2 quarters.
Kettle Hill Capital Management's Coca-Cola position peaked at $4.91M in Q1 2023.
2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Kettle Hill Capital Management's 13F filing for Q1 2024, filed 15 May 2024.