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One Wealth Management Investment & Advisory Services’s Coca-Cola KO Stock Holding History

One Wealth Management Investment & Advisory Services’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
-3,715
Closed -$236K – 93
2024
Q2 		$236K Sell
3,715
-433
-10% -$26.8K 0.09% 104
2024
Q1 		$254K Buy
+4,148
New +$249K 0.1% 108

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

One Wealth Management Investment & Advisory Services's KO Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 3,715 shares — an estimated $236K sold.

One Wealth Management Investment & Advisory Services first reported a position in KO in Q1 2024 and held it in 2 quarters. The position peaked at $254K in Q1 2024. 3,134 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 3,715 Coca-Cola shares in Q3 2024, an estimated $236K.
  • One Wealth Management Investment & Advisory Services first reported a position in Coca-Cola in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's Coca-Cola position peaked at $254K in Q1 2024.
  • 3,134 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.