Raymond James Financial Services Advisors’s Coca-Cola KO Stock Holding History

Raymond James Financial Services Advisors’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 Q1	–	Sell	-174,600	Closed	-$549K	–	3342
2022 Q4	$549K	Hold	174,600	–	–	﹤0.01%	2214
2022 Q3	$74K	Buy	174,600 +29,600	+20%	+$1.84M	﹤0.01%	3043
2022 Q2	$141K	Sell	145,000 -29,600	-17%	-$1.88M	﹤0.01%	2951
2022 Q1	$414K	Sell	174,600 -300	-0.2%	-$18.2K	﹤0.01%	2491
2021 Q4	$262K	Buy	174,900 +22,200	+15%	+$1.24M	﹤0.01%	2803
2021 Q3	$19K	Sell	152,700 -22,000	-13%	-$1.23M	﹤0.01%	3241
2021 Q2	$71K	Sell	174,700 -19,200	-10%	-$1.04M	﹤0.01%	3181
2021 Q1	$105K	Buy	+193,900	New	+$9.76M	﹤0.01%	3033
2018 Q1	–	Sell	-28,800	Closed	-$34K	–	2651
2017 Q4	$34K	Hold	28,800	–	–	﹤0.01%	2461
2017 Q3	$35K	Sell	28,800 -300	-1%	-$13.6K	﹤0.01%	2479
2017 Q2	$47K	Hold	29,100	–	–	﹤0.01%	2414
2017 Q1	$25K	Buy	29,100 +300	+1%	+$12.5K	﹤0.01%	2354
2016 Q4	$35K	Buy	+28,800	New	+$1.2M	﹤0.01%	2258

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Raymond James Financial Services Advisors's KO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Coca-Cola (KO) stake by 0.28% in Q3 2024, selling an estimated $320K and leaving 1,662,678 shares worth $119M. The position accounts for 0.16% of the portfolio, ranked #128.

Raymond James Financial Services Advisors first reported a position in KO in Q2 2013 and has held it in 46 quarters since. 3,135 funds tracked by Wall St. Rank hold KO as of Q3 2024.

Raymond James Financial Services Advisors held 1,662,678 shares of Coca-Cola worth $119M as of Q3 2024.
Raymond James Financial Services Advisors sold 4,672 Coca-Cola shares in Q3 2024, an estimated $320K.
Coca-Cola made up 0.16% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #128 holding.
Raymond James Financial Services Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 46 quarters since.
3,135 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.