Meitav Investment House’s Coca-Cola KO Stock Holding History

Meitav Investment House’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
2023 Q3	–	Sell	-569	Closed	-$34.4K	–	443
2023 Q2	$34.4K	Buy	+569	New	+$35.4K	﹤0.01%	472
2023 Q1	–	Sell	-14,782	Closed	-$941K	–	368
2022 Q4	$941K	Buy	+14,782	New	+$892K	0.02%	246
2021 Q1	–	Sell	-4,883	Closed	-$268K	–	423
2020 Q4	$268K	Sell	4,883 -3,657	-43%	-$189K	0.01%	353
2020 Q3	$420K	Buy	+8,540	New	+$411K	0.02%	278
2019 Q4	–	Sell	-4,422	Closed	-$240K	–	452
2019 Q3	$240K	Buy	4,422 +422	+11%	+$22.6K	0.02%	379
2019 Q2	$204K	Sell	4,000 -422	-10%	-$20.7K	0.01%	402
2019 Q1	$206K	Sell	4,422 -9,248	-68%	-$433K	0.01%	358
2018 Q4	$647K	Sell	13,670 -12,773	-48%	-$611K	0.04%	183
2018 Q3	$1.22M	Sell	26,443 -11,354	-30%	-$519K	0.06%	188
2018 Q2	$1.68M	Sell	37,797 -3,209	-8%	-$139K	0.08%	133
2018 Q1	$1.78M	Buy	+41,006	New	+$1.84M	0.09%	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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Meitav Investment House's KO Position: Q3 2023 in Review

Meitav Investment House sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 569 shares — an estimated $34.4K sold.

Meitav Investment House first reported a position in KO in Q1 2018 and held it in 11 quarters. The position peaked at $1.78M in Q1 2018. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Meitav Investment House reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 569 Coca-Cola shares in Q3 2023, an estimated $34.4K.
Meitav Investment House first reported a position in Coca-Cola in Q1 2018 and held it in 11 quarters.
Meitav Investment House's Coca-Cola position peaked at $1.78M in Q1 2018.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.