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Madison Investment Advisors’s Coca-Cola KO Stock Holding History

Madison Investment Advisors’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 		$718K Buy
+11,528
New +$752K 0.01% 295

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

Madison Investment Advisors's KO Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Coca-Cola (KO) in Q4 2024: 11,528 shares worth $718K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings.

3,283 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Madison Investment Advisors held 11,528 shares of Coca-Cola worth $718K as of Q4 2024.
  • Coca-Cola was a new Madison Investment Advisors position in Q4 2024.
  • Coca-Cola made up 0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #295 holding.
  • 3,283 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.