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RDA Financial Network’s Coca-Cola KO Stock Holding History

RDA Financial 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
-2,800
Closed -$201K – 247
2024
Q3 		$201K Buy
+2,800
New +$192K 0.06% 227
2024
Q1 		– Sell
-3,557
Closed -$210K – 228
2023
Q4 		$210K Sell
3,557
-10,813
-75% -$614K 0.08% 218
2023
Q3 		$804K Buy
14,370
+239
+2% +$14.3K 0.35% 80
2023
Q2 		$851K Buy
14,131
+322
+2% +$20K 0.36% 81
2023
Q1 		$857K Buy
13,809
+530
+4% +$32.1K 0.39% 79
2022
Q4 		$845K Buy
13,279
+692
+5% +$41.8K 0.42% 74
2022
Q3 		$705K Buy
12,587
+1,217
+11% +$75.6K 0.38% 76
2022
Q2 		$715K Sell
11,370
-317
-3% -$20.1K 0.36% 76
2022
Q1 		$725K Buy
11,687
+2,349
+25% +$143K 0.31% 84
2021
Q4 		$553K Buy
+9,338
New +$520K 0.23% 107

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RDA Financial Network's KO Position: Q4 2024 in Review

RDA Financial Network sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 2,800 shares — an estimated $201K sold.

RDA Financial Network first reported a position in KO in Q4 2021 and held it in 10 quarters. The position peaked at $857K in Q1 2023. 3,283 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • RDA Financial Network reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • RDA Financial Network sold 2,800 Coca-Cola shares in Q4 2024, an estimated $201K.
  • RDA Financial Network first reported a position in Coca-Cola in Q4 2021 and held it in 10 quarters.
  • RDA Financial Network's Coca-Cola position peaked at $857K in Q1 2023.
  • 3,283 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on RDA Financial Network's 13F filing for Q4 2024, filed 15 Jan 2025.