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Private Portfolio Partners’s Coca-Cola KO Stock Holding History

Private Portfolio Partners’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
Q4 		$647K Sell
10,396
-409
-4% -$26.7K 0.12% 132
2024
Q3 		$776K Buy
+10,805
New +$740K 0.15% 115
2024
Q2 		– Sell
-11,074
Closed -$677K – 180
2024
Q1 		$677K Hold
11,074
– – 0.14% 120
2023
Q4 		$653K Buy
11,074
+159
+1% +$9.03K 0.15% 113
2023
Q3 		$611K Sell
10,915
-16
-0.1% -$960 0.16% 106
2023
Q2 		$658K Buy
10,931
+7
+0.1% +$435 0.17% 98
2023
Q1 		$678K Sell
10,924
-351
-3% -$21.3K 0.18% 93
2022
Q4 		$717K Sell
11,275
-599
-5% -$36.2K 0.19% 98
2022
Q3 		$665K Sell
11,874
-193
-2% -$12K 0.19% 101
2022
Q2 		$759K Sell
12,067
-1,995
-14% -$126K 0.21% 94
2022
Q1 		$872K Sell
14,062
-336
-2% -$20.4K 0.22% 90
2021
Q4 		$853K Buy
14,398
+274
+2% +$15.3K 0.22% 100
2021
Q3 		$741K Buy
14,124
+7,207
+104% +$402K 0.21% 99
2021
Q2 		$374K Sell
6,917
-397
-5% -$21.6K 0.11% 175
2021
Q1 		$386K Buy
7,314
+116
+2% +$5.84K 0.13% 158
2020
Q4 		$395K Sell
7,198
-1,124
-14% -$58.1K 0.14% 140
2020
Q3 		$411K Sell
8,322
-4,743
-36% -$228K 0.17% 127
2020
Q2 		$584K Buy
+13,065
New +$602K 0.27% 85
2020
Q1 		– Sell
-3,940
Closed -$218K – 200
2019
Q4 		$218K Sell
3,940
-291
-7% -$15.6K 0.09% 189
2019
Q3 		$230K Sell
4,231
-3,188
-43% -$171K 0.11% 172
2019
Q2 		$378K Buy
7,419
+1,165
+19% +$57.1K 0.16% 148
2019
Q1 		$293K Sell
6,254
-1
-0% -$47 0.15% 149
2018
Q4 		$296K Buy
+6,255
New +$299K 0.18% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Private Portfolio Partners's KO Position: Q4 2024 in Review

Private Portfolio Partners reduced its Coca-Cola (KO) stake by 3.8% in Q4 2024, selling an estimated $26.7K and leaving 10,396 shares worth $647K. The position accounts for 0.12% of the portfolio, ranked #132.

Private Portfolio Partners first reported a position in KO in Q4 2018 and has held it in 23 quarters since. The position peaked at $872K in Q1 2022. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Private Portfolio Partners held 10,396 shares of Coca-Cola worth $647K as of Q4 2024.
  • Private Portfolio Partners sold 409 Coca-Cola shares in Q4 2024, an estimated $26.7K.
  • Coca-Cola made up 0.12% of Private Portfolio Partners's portfolio in Q4 2024, its #132 holding.
  • Private Portfolio Partners first reported a position in Coca-Cola in Q4 2018 and has held it in 23 quarters since.
  • Private Portfolio Partners's Coca-Cola position peaked at $872K in Q1 2022.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.