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Kiely Wealth Advisory Group’s Coca-Cola KO Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$34.8K Hold
539
– – 0.02% 134
2024
Q3 		$34.2K Hold
539
– – 0.02% 137
2024
Q2 		$37K Sell
539
-35
-6% -$2.17K 0.02% 117
2024
Q1 		$35.4K Buy
574
+35
+6% +$2.1K 0.02% 114
2023
Q4 		$31.9K Buy
+539
New +$30.6K 0.02% 117

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

Kiely Wealth Advisory Group's KO Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Coca-Cola (KO) position steady in Q4 2024 at 539 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #134.

Kiely Wealth Advisory Group first reported a position in KO in Q4 2023 and has held it in 5 quarters since. The position peaked at $37K in Q2 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Kiely Wealth Advisory Group held 539 shares of Coca-Cola worth $34.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Coca-Cola share count unchanged in Q4 2024.
  • Coca-Cola made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #134 holding.
  • Kiely Wealth Advisory Group first reported a position in Coca-Cola in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Coca-Cola position peaked at $37K in Q2 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.