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Northwest Bank & Trust’s Coca-Cola KO Stock Holding History

Northwest Bank & Trust’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 		$851K Buy
13,283
+19
+0.1% +$1.24K 0.63% 40
2024
Q3 		$953K Sell
13,264
-510
-4% -$34.9K 0.73% 35
2024
Q2 		$877K Sell
13,774
-638
-4% -$39.5K 0.73% 31
2024
Q1 		$890K Sell
14,412
-242
-2% -$14.5K 0.82% 32
2023
Q4 		$863K Buy
+14,654
New +$832K 0.78% 38
2023
Q2 		$865K Buy
+14,360
New +$893K 0.83% 36

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northwest Bank & Trust's KO Position: Q4 2024 in Review

Northwest Bank & Trust increased its Coca-Cola (KO) stake by 0.14% in Q4 2024, buying an estimated $1.24K and bringing the position to 13,283 shares worth $851K. The position accounts for 0.63% of the portfolio, ranked #40.

Northwest Bank & Trust first reported a position in KO in Q2 2023 and has held it in 6 quarters since. The position peaked at $953K in Q3 2024. 3,283 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Northwest Bank & Trust held 13,283 shares of Coca-Cola worth $851K as of Q4 2024.
  • Northwest Bank & Trust bought 19 Coca-Cola shares in Q4 2024, an estimated $1.24K.
  • Coca-Cola made up 0.63% of Northwest Bank & Trust's portfolio in Q4 2024, its #40 holding.
  • Northwest Bank & Trust first reported a position in Coca-Cola in Q2 2023 and has held it in 6 quarters since.
  • Northwest Bank & Trust's Coca-Cola position peaked at $953K in Q3 2024.
  • 3,283 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.