Opinicus Capital’s Coca-Cola KO Stock Holding History

Opinicus 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
2024 Q2	–	Sell	-4,487	Closed	-$275K	–	102
2024 Q1	$275K	Buy	+4,487	New	+$270K	0.24%	88

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Opinicus Capital's KO Position: Q2 2024 in Review

Opinicus Capital sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 4,487 shares — an estimated $275K sold.

Opinicus Capital first reported a position in KO in Q1 2024 and held it in 1 quarter. The position peaked at $275K in Q1 2024. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

Opinicus Capital reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
Opinicus Capital sold 4,487 Coca-Cola shares in Q2 2024, an estimated $275K.
Opinicus Capital first reported a position in Coca-Cola in Q1 2024 and held it in 1 quarter.
Opinicus Capital's Coca-Cola position peaked at $275K in Q1 2024.
3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Opinicus Capital's 13F filing for Q2 2024, filed 22 Jul 2024.