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

MainStreet 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
Q2 		– Sell
-6,714
Closed -$411K – 174
2024
Q1 		$411K Buy
6,714
+2,593
+63% +$156K 0.05% 134
2023
Q4 		$243K Sell
4,121
-6,110
-60% -$347K 0.03% 157
2023
Q3 		$573K Sell
10,231
-430
-4% -$25.8K 0.07% 122
2023
Q2 		$642K Sell
10,661
-777
-7% -$48.3K 0.07% 119
2023
Q1 		$709K Buy
11,438
+4,666
+69% +$283K 0.08% 114
2022
Q4 		$431K Sell
6,772
-5,906
-47% -$357K 0.05% 127
2022
Q3 		$710K Buy
12,678
+5
+0% +$311 0.09% 106
2022
Q2 		$797K Sell
12,673
-50
-0.4% -$3.17K 0.09% 101
2022
Q1 		$788K Sell
12,723
-115
-0.9% -$6.99K 0.07% 114
2021
Q4 		$761K Sell
12,838
-127
-1% -$7.07K 0.07% 117
2021
Q3 		$680K Sell
12,965
-998
-7% -$55.6K 0.07% 115
2021
Q2 		$756K Sell
13,963
-1,336
-9% -$72.7K 0.06% 117
2021
Q1 		$806K Sell
15,299
-1,406
-8% -$70.8K 0.07% 106
2020
Q4 		$916K Sell
16,705
-312
-2% -$16.1K 0.07% 103
2020
Q3 		$841K Sell
17,017
-14
-0.1% -$673 0.07% 106
2020
Q2 		$761K Sell
17,031
-24,102
-59% -$1.11M 0.05% 150
2020
Q1 		$1.82M Buy
41,133
+27,345
+198% +$1.48M 0.22% 76
2019
Q4 		$763K Buy
+13,788
New +$741K 0.08% 109
2018
Q1 		– Sell
-5,636
Closed -$259K – 163
2017
Q4 		$259K Buy
+5,636
New +$259K 0.04% 144

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

MainStreet Investment Advisors's KO Position: Q2 2024 in Review

MainStreet Investment Advisors sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 6,714 shares — an estimated $411K sold.

MainStreet Investment Advisors first reported a position in KO in Q4 2017 and held it in 19 quarters. The position peaked at $1.82M in Q1 2020. 3,031 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • MainStreet Investment Advisors reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
  • MainStreet Investment Advisors sold 6,714 Coca-Cola shares in Q2 2024, an estimated $411K.
  • MainStreet Investment Advisors first reported a position in Coca-Cola in Q4 2017 and held it in 19 quarters.
  • MainStreet Investment Advisors's Coca-Cola position peaked at $1.82M in Q1 2020.
  • 3,031 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on MainStreet Investment Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.