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Nottingham Advisors’s Coca-Cola KO Stock Holding History

Nottingham 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
Q3 		– Sell
-5,311
Closed -$338K – 155
2024
Q2 		$338K Buy
+5,311
New +$329K 0.04% 120
2018
Q1 		– Sell
-4,596
Closed -$211K – 95
2017
Q4 		$211K Buy
4,596
+84
+2% +$3.86K 0.03% 106
2017
Q3 		$203K Hold
4,512
– – 0.03% 106
2017
Q2 		$202K Buy
+4,512
New +$199K 0.03% 111

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

Nottingham Advisors's KO Position: Q3 2024 in Review

Nottingham Advisors sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 5,311 shares — an estimated $338K sold.

Nottingham Advisors first reported a position in KO in Q2 2017 and held it in 4 quarters. The position peaked at $338K in Q2 2024. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Nottingham Advisors reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Nottingham Advisors sold 5,311 Coca-Cola shares in Q3 2024, an estimated $338K.
  • Nottingham Advisors first reported a position in Coca-Cola in Q2 2017 and held it in 4 quarters.
  • Nottingham Advisors's Coca-Cola position peaked at $338K in Q2 2024.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Nottingham Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.