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Prosperity Wealth Management’s Coca-Cola KO Stock Holding History

Prosperity Wealth Management’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 		– Sell
-2,853
Closed -$205K – 226
2024
Q3 		$205K Buy
+2,853
New +$195K 0.08% 179
2023
Q2 		– Sell
-3,408
Closed -$211K – 176
2023
Q1 		$211K Sell
3,408
-326
-9% -$19.7K 0.17% 113
2022
Q4 		$238K Buy
+3,734
New +$225K 0.22% 96

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

Prosperity Wealth Management's KO Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 2,853 shares — an estimated $205K sold.

Prosperity Wealth Management first reported a position in KO in Q4 2022 and held it in 3 quarters. The position peaked at $238K in Q4 2022. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 2,853 Coca-Cola shares in Q4 2024, an estimated $205K.
  • Prosperity Wealth Management first reported a position in Coca-Cola in Q4 2022 and held it in 3 quarters.
  • Prosperity Wealth Management's Coca-Cola position peaked at $238K in Q4 2022.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.