North Point Portfolio Managers’s Coca-Cola KO Stock Holding History

North Point Portfolio Managers’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	-6,865	Closed	-$493K	–	81
2024 Q3	$493K	Buy	+6,865	New	+$470K	0.08%	62

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

North Point Portfolio Managers's KO Position: Q4 2024 in Review

North Point Portfolio Managers sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 6,865 shares — an estimated $493K sold.

North Point Portfolio Managers first reported a position in KO in Q3 2024 and held it in 1 quarter. The position peaked at $493K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

North Point Portfolio Managers reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
North Point Portfolio Managers sold 6,865 Coca-Cola shares in Q4 2024, an estimated $493K.
North Point Portfolio Managers first reported a position in Coca-Cola in Q3 2024 and held it in 1 quarter.
North Point Portfolio Managers's Coca-Cola position peaked at $493K in Q3 2024.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on North Point Portfolio Managers's 13F filing for Q4 2024, filed 22 Jan 2025.