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Macroview Investment Management’s Coca-Cola KO Stock Holding History

Macroview Investment 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
Q4 		– Sell
-100
Closed -$7.19K – 323
2024
Q3 		$7.19K Buy
+100
New +$6.85K 0.01% 327
2023
Q4 		– Sell
-77
Closed -$4.31K – 748
2023
Q3 		$4.31K Sell
77
-69
-47% -$4.14K 0.01% 465
2023
Q2 		$8.76K Buy
146
+88
+152% +$5.47K 0.01% 284
2023
Q1 		$3.6K Hold
58
– – 0.01% 335
2022
Q4 		$3.69K Buy
58
+1
+2% +$60 0.01% 337
2022
Q3 		$3K Hold
57
– – 0.01% 324
2022
Q2 		$4K Buy
57
+1
+2% +$63 0.01% 331
2022
Q1 		$3K Hold
56
– – ﹤0.01% 335
2021
Q4 		$3K Hold
56
– – ﹤0.01% 306
2021
Q3 		$3K Buy
+56
New +$3.12K ﹤0.01% 303
2017
Q3 		– Sell
-175
Closed -$8K – 174
2017
Q2 		$8K Buy
+175
New +$7.73K 0.04% 102
2017
Q1 		– Sell
-55
Closed -$2K – 123
2016
Q4 		$2K Hold
55
– – 0.01% 95
2016
Q3 		$2K Hold
55
– – 0.01% 91
2016
Q2 		$2K Hold
55
– – 0.01% 76
2016
Q1 		$3K Hold
55
– – 0.01% 70
2015
Q4 		$2K Hold
55
– – 0.01% 89
2015
Q3 		$2K Hold
55
– – ﹤0.01% 95
2015
Q2 		$2K Hold
55
– – ﹤0.01% 95
2015
Q1 		$2K Buy
55
+37
+206% +$1.55K ﹤0.01% 118
2014
Q4 		$1K Hold
18
– – ﹤0.01% 164
2014
Q3 		$1K Buy
+18
New +$744 ﹤0.01% 171
2014
Q2 		– Sell
-173
Closed -$7K – 221
2014
Q1 		$7K Buy
173
+153
+765% +$5.91K 0.01% 134
2013
Q4 		$1K Hold
20
– – ﹤0.01% 191
2013
Q3 		$1K Sell
20
-280
-93% -$11.1K ﹤0.01% 198
2013
Q2 		$12K Buy
+300
New +$12.4K 0.01% 71

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Macroview Investment Management's KO Position: Q4 2024 in Review

Macroview Investment Management sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 100 shares — an estimated $7.19K sold.

Macroview Investment Management first reported a position in KO in Q2 2013 and held it in 25 quarters. The position peaked at $12K in Q2 2013. 3,283 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Macroview Investment Management reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 100 Coca-Cola shares in Q4 2024, an estimated $7.19K.
  • Macroview Investment Management first reported a position in Coca-Cola in Q2 2013 and held it in 25 quarters.
  • Macroview Investment Management's Coca-Cola position peaked at $12K in Q2 2013.
  • 3,283 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.