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Madison Park Capital Advisors’s Coca-Cola KO Stock Holding History

Madison Park Capital 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 		– Sell
-3,190
Closed -$229K – 68
2024
Q3 		$229K Buy
3,190
+16
+0.5% +$1.1K 0.17% 64
2024
Q2 		$202K Buy
+3,174
New +$196K 0.17% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Madison Park Capital Advisors's KO Position: Q4 2024 in Review

Madison Park Capital Advisors sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 3,190 shares — an estimated $229K sold.

Madison Park Capital Advisors first reported a position in KO in Q2 2024 and held it in 2 quarters. The position peaked at $229K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Madison Park Capital Advisors reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Madison Park Capital Advisors sold 3,190 Coca-Cola shares in Q4 2024, an estimated $229K.
  • Madison Park Capital Advisors first reported a position in Coca-Cola in Q2 2024 and held it in 2 quarters.
  • Madison Park Capital Advisors's Coca-Cola position peaked at $229K in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Madison Park Capital Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.