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Kolinsky Wealth Management’s Coca-Cola KO Stock Holding History

Kolinsky Wealth 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
Q4 		– Sell
-3,206
Closed -$230K – 187
2024
Q3 		$230K Buy
3,206
+42
+1% +$2.88K 0.15% 145
2024
Q2 		$201K Sell
3,164
-161
-5% -$9.97K 0.14% 150
2024
Q1 		$203K Buy
+3,325
New +$200K 0.16% 139

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's KO Position: Q4 2024 in Review

Kolinsky Wealth Management sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 3,206 shares — an estimated $230K sold.

Kolinsky Wealth Management first reported a position in KO in Q1 2024 and held it in 3 quarters. The position peaked at $230K in Q3 2024. 3,285 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Kolinsky Wealth Management reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 3,206 Coca-Cola shares in Q4 2024, an estimated $230K.
  • Kolinsky Wealth Management first reported a position in Coca-Cola in Q1 2024 and held it in 3 quarters.
  • Kolinsky Wealth Management's Coca-Cola position peaked at $230K in Q3 2024.
  • 3,285 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.