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LifePro Asset Management’s Coca-Cola KO Stock Holding History

LifePro Asset 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
Q3 		$208K Buy
+2,893
New +$198K 0.13% 140
2023
Q4 		– Sell
-3,636
Closed -$204K – 116
2023
Q3 		$204K Sell
3,636
-70
-2% -$4.2K 0.17% 98
2023
Q2 		$223K Buy
+3,706
New +$231K 0.17% 94

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

LifePro Asset Management's KO Position: Q3 2024 in Review

LifePro Asset Management opened a new position in Coca-Cola (KO) in Q3 2024: 2,893 shares worth $208K. The stake represents 0.13% of the portfolio and ranks #140 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in KO as recently as Q3 2023.

LifePro Asset Management first reported a position in KO in Q2 2023 and has held it in 3 quarters since. The position peaked at $223K in Q2 2023. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • LifePro Asset Management held 2,893 shares of Coca-Cola worth $208K as of Q3 2024.
  • Coca-Cola was a new LifePro Asset Management position in Q3 2024.
  • Coca-Cola made up 0.13% of LifePro Asset Management's portfolio in Q3 2024, its #140 holding.
  • LifePro Asset Management first reported a position in Coca-Cola in Q2 2023 and has held it in 3 quarters since.
  • LifePro Asset Management's Coca-Cola position peaked at $223K in Q2 2023.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.