MCIA
KO icon

Mountain Capital Investment Advisors’s Coca-Cola KO Stock Holding History

Mountain Capital 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
Q1 		– Sell
-19,338
Closed -$1.16M – 59
2023
Q4 		$1.16M Buy
19,338
+1,778
+10% +$101K 0.39% 14
2023
Q3 		$996K Sell
17,560
-13,709
-44% -$822K 0.37% 17
2023
Q2 		$1.95M Sell
31,269
-8,801
-22% -$548K 0.74% 14
2023
Q1 		$2.53M Sell
40,070
-767
-2% -$46.4K 1.11% 17
2022
Q4 		$2.54M Buy
40,837
+7,172
+21% +$433K 1.15% 19
2022
Q3 		$1.88M Buy
33,665
+695
+2% +$43.2K 0.99% 25
2022
Q2 		$2.07M Buy
32,970
+1,641
+5% +$104K 1.04% 19
2022
Q1 		$2M Buy
31,329
+148
+0.5% +$9K 0.94% 26
2021
Q4 		$1.89M Buy
31,181
+5,610
+22% +$312K 0.85% 27
2021
Q3 		$1.38M Buy
25,571
+1,392
+6% +$77.6K 0.73% 35
2021
Q2 		$1.31M Sell
24,179
-2,884
-11% -$157K 0.6% 37
2021
Q1 		$1.44M Buy
27,063
+3,351
+14% +$169K 0.72% 39
2020
Q4 		$1.19M Sell
23,712
-3,535
-13% -$183K 0.72% 38
2020
Q3 		$1.39M Buy
+27,247
New +$1.31M 0.9% 36
2017
Q4 		– Sell
-3,113
Closed -$140K – 239
2017
Q3 		$140K Sell
3,113
-356
-10% -$16.2K 0.12% 44
2017
Q2 		$156K Buy
+3,469
New +$153K 0.15% 43

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mountain Capital Investment Advisors's KO Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 19,338 shares — an estimated $1.16M sold.

Mountain Capital Investment Advisors first reported a position in KO in Q2 2017 and held it in 16 quarters. The position peaked at $2.54M in Q4 2022. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 19,338 Coca-Cola shares in Q1 2024, an estimated $1.16M.
  • Mountain Capital Investment Advisors first reported a position in Coca-Cola in Q2 2017 and held it in 16 quarters.
  • Mountain Capital Investment Advisors's Coca-Cola position peaked at $2.54M in Q4 2022.
  • 2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.