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Kowal Investment Group’s Coca-Cola KO Stock Holding History

Kowal Investment 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
Q3 		$1.11M Sell
15,424
-1,279
-8% -$87.6K 0.2% 72
2024
Q2 		$1.06M Buy
16,703
+302
+2% +$18.7K 0.21% 69
2024
Q1 		$1M Buy
16,401
+3,501
+27% +$210K 0.22% 67
2023
Q4 		$760K Sell
12,900
-2,085
-14% -$118K 0.18% 73
2023
Q3 		$839K Buy
14,985
+1,505
+11% +$90.3K 0.23% 61
2023
Q2 		$812K Buy
13,480
+44
+0.3% +$2.74K 0.22% 62
2023
Q1 		$833K Buy
13,436
+1,337
+11% +$81K 0.24% 58
2022
Q4 		$770K Buy
12,099
+750
+7% +$45.3K 0.23% 61
2022
Q3 		$636K Buy
11,349
+840
+8% +$52.2K 0.22% 60
2022
Q2 		$661K Buy
10,509
+1,981
+23% +$126K 0.22% 52
2022
Q1 		$529K Buy
8,528
+1,527
+22% +$92.9K 0.16% 54
2021
Q4 		$415K Buy
7,001
+300
+4% +$16.7K 0.12% 64
2021
Q3 		$352K Buy
6,701
+1,761
+36% +$98.2K 0.11% 65
2021
Q2 		$267K Buy
+4,940
New +$269K 0.1% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kowal Investment Group's KO Position: Q3 2024 in Review

Kowal Investment Group reduced its Coca-Cola (KO) stake by 7.7% in Q3 2024, selling an estimated $87.6K and leaving 15,424 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #72.

Kowal Investment Group first reported a position in KO in Q2 2021 and has held it in 14 quarters since. 3,134 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Kowal Investment Group held 15,424 shares of Coca-Cola worth $1.11M as of Q3 2024.
  • Kowal Investment Group sold 1,279 Coca-Cola shares in Q3 2024, an estimated $87.6K.
  • Coca-Cola made up 0.2% of Kowal Investment Group's portfolio in Q3 2024, its #72 holding.
  • Kowal Investment Group first reported a position in Coca-Cola in Q2 2021 and has held it in 14 quarters since.
  • 3,134 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.