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O'Dell Group’s Coca-Cola KO Stock Holding History

O'Dell Group’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
-11
Closed -$645 – 304
2023
Q4 		$645 Buy
+11
New +$625 ﹤0.01% 470
2023
Q3 		– Sell
-11
Closed -$644 – 291
2023
Q2 		$644 Buy
+11
New +$684 ﹤0.01% 469
2022
Q4 		– Sell
-10
Closed -$1K – 255
2022
Q3 		$1K Hold
10
– – ﹤0.01% 396
2022
Q2 		$1K Hold
10
– – ﹤0.01% 436
2022
Q1 		$1K Hold
10
– – ﹤0.01% 484
2021
Q4 		$1K Hold
10
– – ﹤0.01% 488
2021
Q3 		$1K Buy
+10
New +$557 ﹤0.01% 466

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

O'Dell Group's KO Position: Q1 2024 in Review

O'Dell Group sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 11 shares — an estimated $645 sold.

O'Dell Group first reported a position in KO in Q3 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • O'Dell Group reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 11 Coca-Cola shares in Q1 2024, an estimated $645.
  • O'Dell Group first reported a position in Coca-Cola in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Coca-Cola position peaked at $1K in Q3 2022.
  • 2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.