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Partners Capital Investment Group’s Coca-Cola KO Stock Holding History

Partners Capital Investment 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
2024
Q1 		– Sell
-9,517
Closed -$561K – 199
2023
Q4 		$561K Sell
9,517
-65
-0.7% -$3.69K 0.01% 171
2023
Q3 		$536K Buy
9,582
+5,414
+130% +$325K 0.01% 176
2023
Q2 		$251K Buy
+4,168
New +$259K 0.01% 196
2016
Q1 		– Sell
-19,624
Closed -$843K – 72
2015
Q4 		$843K Buy
+19,624
New +$833K 0.28% 30

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Partners Capital Investment Group's KO Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 9,517 shares — an estimated $561K sold.

Partners Capital Investment Group first reported a position in KO in Q4 2015 and held it in 4 quarters. The position peaked at $843K in Q4 2015. 2,986 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Partners Capital Investment Group reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 9,517 Coca-Cola shares in Q1 2024, an estimated $561K.
  • Partners Capital Investment Group first reported a position in Coca-Cola in Q4 2015 and held it in 4 quarters.
  • Partners Capital Investment Group's Coca-Cola position peaked at $843K in Q4 2015.
  • 2,986 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.