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Prudent Investors Network’s Coca-Cola KO Stock Holding History

Prudent Investors Network’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
-2,801
Closed -$201K – 61
2024
Q3 		$201K Sell
2,801
-109,555
-98% -$7.5M 0.06% 48
2024
Q2 		$7.15M Buy
112,356
+4,419
+4% +$274K 2.58% 17
2024
Q1 		$6.6M Buy
+107,937
New +$6.48M 2.49% 18

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

Prudent Investors Network's KO Position: Q4 2024 in Review

Prudent Investors Network sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 2,801 shares — an estimated $201K sold.

Prudent Investors Network first reported a position in KO in Q1 2024 and held it in 3 quarters. The position peaked at $7.15M in Q2 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Prudent Investors Network reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Prudent Investors Network sold 2,801 Coca-Cola shares in Q4 2024, an estimated $201K.
  • Prudent Investors Network first reported a position in Coca-Cola in Q1 2024 and held it in 3 quarters.
  • Prudent Investors Network's Coca-Cola position peaked at $7.15M in Q2 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Prudent Investors Network's 13F filing for Q4 2024, filed 24 Jan 2025.