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Mount Lucas Management’s Coca-Cola KO Stock Holding History

Mount Lucas 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
Q3 		– Sell
-600
Closed -$38.2K – 153
2024
Q2 		$38.2K Buy
+600
New +$37.1K 0.01% 153
2023
Q2 		– Sell
-45,215
Closed -$2.8M – 152
2023
Q1 		$2.8M Buy
45,215
+1,870
+4% +$113K 0.74% 46
2022
Q4 		$2.76M Sell
43,345
-428
-1% -$25.8K 0.9% 43
2022
Q3 		$2.45M Sell
43,773
-730
-2% -$45.4K 0.84% 36
2022
Q2 		$2.8M Buy
+44,503
New +$2.82M 0.94% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Lucas Management's KO Position: Q3 2024 in Review

Mount Lucas Management sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 600 shares — an estimated $38.2K sold.

Mount Lucas Management first reported a position in KO in Q2 2022 and held it in 5 quarters. The position peaked at $2.8M in Q1 2023. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Mount Lucas Management reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Mount Lucas Management sold 600 Coca-Cola shares in Q3 2024, an estimated $38.2K.
  • Mount Lucas Management first reported a position in Coca-Cola in Q2 2022 and held it in 5 quarters.
  • Mount Lucas Management's Coca-Cola position peaked at $2.8M in Q1 2023.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Mount Lucas Management's 13F filing for Q3 2024, filed 6 Nov 2024.