Oracle Alpha’s Coca-Cola KO Stock Holding History

Oracle Alpha’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	$442K	Sell	7,231 -2,394	-25%	-$144K	0.79%	27
2023 Q4	$567K	Buy	+9,625	New	+$547K	0.73%	20

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oracle Alpha's KO Position: Q1 2024 in Review

Oracle Alpha reduced its Coca-Cola (KO) stake by 25% in Q1 2024, selling an estimated $144K and leaving 7,231 shares worth $442K. The position accounts for 0.79% of the portfolio, ranked #27.

Oracle Alpha first reported a position in KO in Q4 2023 and has held it in 2 quarters since. The position peaked at $567K in Q4 2023. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Oracle Alpha held 7,231 shares of Coca-Cola worth $442K as of Q1 2024.
Oracle Alpha sold 2,394 Coca-Cola shares in Q1 2024, an estimated $144K.
Coca-Cola made up 0.79% of Oracle Alpha's portfolio in Q1 2024, its #27 holding.
Oracle Alpha first reported a position in Coca-Cola in Q4 2023 and has held it in 2 quarters since.
Oracle Alpha's Coca-Cola position peaked at $567K in Q4 2023.
2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.