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Life Planning Partners’s Coca-Cola KO Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-1,469
Closed -$86.6K – 155
2023
Q4 		$86.6K Buy
+1,469
New +$83.4K 0.09% 84
2022
Q3 		$91.3K Hold
1,629
– – 0.1% 69
2022
Q2 		$103K Hold
1,629
– – 0.12% 64
2022
Q1 		$101K Hold
1,629
– – 0.1% 63
2021
Q4 		$97K Buy
+1,629
New +$90.7K 0.1% 67

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Life Planning Partners's KO Position: Q1 2024 in Review

Life Planning Partners sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 1,469 shares — an estimated $86.6K sold.

Life Planning Partners first reported a position in KO in Q4 2021 and held it in 5 quarters. The position peaked at $103K in Q2 2022. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Life Planning Partners reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 1,469 Coca-Cola shares in Q1 2024, an estimated $86.6K.
  • Life Planning Partners first reported a position in Coca-Cola in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Coca-Cola position peaked at $103K in Q2 2022.
  • 2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.