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Lake Street Advisors Group’s Coca-Cola KO Stock Holding History

Lake Street Advisors 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 		$1.87M Buy
29,991
+1,946
+7% +$127K 0.09% 144
2024
Q3 		$2.03M Buy
28,045
+280
+1% +$19.2K 0.09% 125
2024
Q2 		$1.78M Buy
27,765
+1,404
+5% +$86.9K 0.09% 143
2024
Q1 		$1.63M Buy
26,361
+1,582
+6% +$95K 0.08% 162
2023
Q4 		$1.46M Sell
24,779
-680
-3% -$38.6K 0.07% 178
2023
Q3 		$1.43M Buy
25,459
+641
+3% +$38.4K 0.08% 138
2023
Q2 		$1.5M Buy
24,818
+411
+2% +$25.6K 0.08% 146
2023
Q1 		$1.51M Buy
24,407
+1,548
+7% +$93.7K 0.09% 134
2022
Q4 		$1.45M Sell
22,859
-526
-2% -$31.8K 0.1% 131
2022
Q3 		$1.31M Buy
23,385
+453
+2% +$28.2K 0.1% 135
2022
Q2 		$1.44M Buy
22,932
+1,729
+8% +$110K 0.1% 126
2022
Q1 		$1.31M Sell
21,203
-47
-0.2% -$2.86K 0.08% 134
2021
Q4 		$1.26M Buy
21,250
+1,680
+9% +$93.5K 0.08% 136
2021
Q3 		$1.03M Buy
19,570
+2,636
+16% +$147K 0.11% 109
2021
Q2 		$963K Sell
16,934
-237
-1% -$12.9K 0.07% 114
2021
Q1 		$905K Sell
17,171
-816
-5% -$41.1K 0.07% 108
2020
Q4 		$986K Buy
17,987
+416
+2% +$21.5K 0.08% 102
2020
Q3 		$867K Buy
17,571
+484
+3% +$23.3K 0.08% 103
2020
Q2 		$763K Sell
17,087
-1,904
-10% -$87.7K 0.08% 101
2020
Q1 		$840K Buy
18,991
+6,231
+49% +$337K 0.1% 78
2019
Q4 		$706K Buy
12,760
+754
+6% +$40.5K 0.07% 90
2019
Q3 		$607K Buy
12,006
+565
+5% +$30.3K 0.07% 84
2019
Q2 		$583K Sell
11,441
-880
-7% -$43.1K 0.06% 93
2019
Q1 		$577K Buy
12,321
+540
+5% +$25.3K 0.06% 93
2018
Q4 		$558K Buy
11,781
+575
+5% +$27.5K 0.07% 85
2018
Q3 		$518K Sell
11,206
-8,122
-42% -$371K 0.06% 92
2018
Q2 		$848K Buy
19,328
+46
+0.2% +$1.99K 0.08% 96
2018
Q1 		$837K Buy
19,282
+1,190
+7% +$53.5K 0.09% 81
2017
Q4 		$830K Buy
+18,092
New +$832K 0.09% 86

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

Lake Street Advisors Group's KO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Coca-Cola (KO) stake by 6.9% in Q4 2024, buying an estimated $127K and bringing the position to 29,991 shares worth $1.87M. The position accounts for 0.09% of the portfolio, ranked #144.

Lake Street Advisors Group first reported a position in KO in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.03M in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Lake Street Advisors Group held 29,991 shares of Coca-Cola worth $1.87M as of Q4 2024.
  • Lake Street Advisors Group bought 1,946 Coca-Cola shares in Q4 2024, an estimated $127K.
  • Coca-Cola made up 0.09% of Lake Street Advisors Group's portfolio in Q4 2024, its #144 holding.
  • Lake Street Advisors Group first reported a position in Coca-Cola in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's Coca-Cola position peaked at $2.03M in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.