Paladin Advisory Group’s Coca-Cola KO Stock Holding History

Paladin Advisory 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
2023 Q4	–	Sell	-469	Closed	-$26.3K	–	243
2023 Q3	$26.3K	Hold	469	–	–	0.02%	178
2023 Q2	$28.2K	Buy	+469	New	+$29.2K	0.02%	180

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

Paladin Advisory Group's KO Position: Q4 2023 in Review

Paladin Advisory Group sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 469 shares — an estimated $26.3K sold.

Paladin Advisory Group first reported a position in KO in Q2 2023 and held it in 2 quarters. The position peaked at $28.2K in Q2 2023. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Paladin Advisory Group reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Paladin Advisory Group sold 469 Coca-Cola shares in Q4 2023, an estimated $26.3K.
Paladin Advisory Group first reported a position in Coca-Cola in Q2 2023 and held it in 2 quarters.
Paladin Advisory Group's Coca-Cola position peaked at $28.2K in Q2 2023.
2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.