Old Mission Capital’s Coca-Cola KO Stock Holding History

Old Mission Capital’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
2023 Q4	–	Sell	-3,573	Closed	-$200K	–	1518
2023 Q3	$200K	Buy	+3,573	New	+$214K	﹤0.01%	1032
2022 Q2	–	Sell	-3,334	Closed	-$207K	–	1646
2022 Q1	$207K	Buy	+3,334	New	+$203K	0.01%	1041
2020 Q4	–	Sell	-4,950	Closed	-$244K	–	610
2020 Q3	$244K	Buy	+4,950	New	+$238K	0.02%	368
2020 Q2	–	Sell	-12,045	Closed	-$533K	–	571
2020 Q1	$533K	Buy	+12,045	New	+$651K	0.05%	212
2017 Q3	–	Sell	-7,617	Closed	-$342K	–	386
2017 Q2	$342K	Sell	7,617 -383	-5%	-$16.9K	0.04%	205
2017 Q1	$340K	Buy	+8,000	New	+$334K	0.04%	237

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Old Mission Capital's KO Position: Q4 2023 in Review

Old Mission Capital sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 3,573 shares — an estimated $200K sold.

Old Mission Capital first reported a position in KO in Q1 2017 and held it in 6 quarters. The position peaked at $533K in Q1 2020. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Old Mission Capital reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Old Mission Capital sold 3,573 Coca-Cola shares in Q4 2023, an estimated $200K.
Old Mission Capital first reported a position in Coca-Cola in Q1 2017 and held it in 6 quarters.
Old Mission Capital's Coca-Cola position peaked at $533K in Q1 2020.
2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Old Mission Capital's 13F filing for Q4 2023, filed 14 Feb 2024.