Lawrence B. Cohen’s Coca-Cola KO Stock Holding History

Lawrence B. Cohen’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
2023 Q4	–	Sell	-40,872	Closed	-$2.29M	–	32
2023 Q3	$2.29M	Buy	40,872 +1,111	+3%	+$66.6K	1.54%	33
2023 Q2	$2.39M	Buy	39,761 +84	+0.2%	+$5.23K	1.53%	28
2023 Q1	$2.46M	Sell	39,677 -4,665	-11%	-$282K	1.65%	23
2022 Q4	$2.82M	Buy	44,342 +3,746	+9%	+$226K	1.47%	18
2022 Q3	$2.27M	Sell	40,596 -10,242	-20%	-$637K	1.75%	17
2022 Q2	$3.2M	Buy	50,838 +1,214	+2%	+$77K	2.28%	10
2022 Q1	$3.08M	Sell	49,624 -2,118	-4%	-$129K	1.82%	16
2021 Q4	$3.06M	Buy	51,742 +163	+0.3%	+$9.08K	1.2%	26
2021 Q3	$2.71M	Sell	51,579 -3,763	-7%	-$210K	1.43%	32
2021 Q2	$2.99M	Buy	55,342 +815	+1%	+$44.3K	1.53%	29
2021 Q1	$2.87M	Sell	54,527 -196	-0.4%	-$9.87K	1.56%	26
2020 Q4	$3M	Buy	54,723 +1,806	+3%	+$93.4K	1.67%	24
2020 Q3	$2.61M	Buy	52,917 +2,657	+5%	+$128K	1.59%	25
2020 Q2	$2.25M	Buy	50,260 +1,178	+2%	+$54.3K	1.5%	27
2020 Q1	$2.17M	Buy	49,082 +2,151	+5%	+$116K	1.7%	25
2019 Q4	$2.6M	Buy	46,931 +1,070	+2%	+$57.5K	1.53%	29
2019 Q3	$2.5M	Buy	45,861 +1,978	+5%	+$106K	1.64%	27
2019 Q2	$2.23M	Buy	43,883 +2,195	+5%	+$108K	1.55%	30
2019 Q1	$1.95M	Buy	41,688 +8,260	+25%	+$386K	1.37%	31
2018 Q4	$1.58M	Buy	33,428 +878	+3%	+$42K	1.23%	32
2018 Q3	$1.5M	Buy	32,550 +27,010	+488%	+$1.23M	1.02%	34
2018 Q2	$243K	Buy	+5,540	New	+$239K	0.17%	63
2018 Q1	–	Sell	-4,468	Closed	-$205K	–	70
2017 Q4	$205K	Sell	4,468 -1,750	-28%	-$80.4K	0.13%	67
2017 Q3	$280K	Sell	6,218 -4,797	-44%	-$218K	0.18%	62
2017 Q2	$494K	Buy	+11,015	New	+$487K	0.32%	52
2017 Q1	–	Sell	-5,200	Closed	-$216K	–	76
2016 Q4	$216K	Sell	5,200 -2,000	-28%	-$83.2K	0.13%	72
2016 Q3	$305K	Hold	7,200	–	–	0.18%	63
2016 Q2	$326K	Sell	7,200 -5,150	-42%	-$233K	0.2%	62
2016 Q1	$573K	Hold	12,350	–	–	0.38%	45
2015 Q4	$531K	Sell	12,350 -700	-5%	-$29.7K	0.36%	49
2015 Q3	$524K	Hold	13,050	–	–	0.36%	47
2015 Q2	$512K	Sell	13,050 -1,000	-7%	-$40.7K	0.32%	48
2015 Q1	$570K	Buy	14,050 +200	+1%	+$8.37K	0.35%	43
2014 Q4	$585K	Hold	13,850	–	–	0.35%	45
2014 Q3	$591K	Buy	13,850 +4,000	+41%	+$165K	0.39%	41
2014 Q2	$417K	Hold	9,850	–	–	0.27%	49
2014 Q1	$381K	Hold	9,850	–	–	0.26%	51
2013 Q4	$407K	Sell	9,850 -250	-2%	-$9.86K	0.29%	47
2013 Q3	$383K	Buy	10,100 +4,000	+66%	+$158K	0.29%	48
2013 Q2	$245K	Buy	+6,100	New	+$253K	0.18%	63

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Lawrence B. Cohen's KO Position: Q4 2023 in Review

Lawrence B. Cohen sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 40,872 shares — an estimated $2.29M sold.

Lawrence B. Cohen first reported a position in KO in Q2 2013 and held it in 40 quarters. The position peaked at $3.2M in Q2 2022. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Lawrence B. Cohen reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Lawrence B. Cohen sold 40,872 Coca-Cola shares in Q4 2023, an estimated $2.29M.
Lawrence B. Cohen first reported a position in Coca-Cola in Q2 2013 and held it in 40 quarters.
Lawrence B. Cohen's Coca-Cola position peaked at $3.2M in Q2 2022.
2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Lawrence B. Cohen's 13F filing for Q4 2023, filed 9 Feb 2024.