Livelsberger Financial Advisory’s Coca-Cola KO Stock Holding History

Livelsberger Financial Advisory’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	-2,351	Closed	-$139K	–	114
2023 Q4	$139K	Buy	+2,351	New	+$134K	0.12%	100

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Livelsberger Financial Advisory's KO Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 2,351 shares — an estimated $139K sold.

Livelsberger Financial Advisory first reported a position in KO in Q4 2023 and held it in 1 quarter. The position peaked at $139K in Q4 2023. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Livelsberger Financial Advisory reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
Livelsberger Financial Advisory sold 2,351 Coca-Cola shares in Q1 2024, an estimated $139K.
Livelsberger Financial Advisory first reported a position in Coca-Cola in Q4 2023 and held it in 1 quarter.
Livelsberger Financial Advisory's Coca-Cola position peaked at $139K in Q4 2023.
2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.