RE Dickinson Investment Advisors’s Coca-Cola KO Stock Holding History

RE Dickinson Investment 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
2024 Q4	$20.9K	Buy	336 +18	+6%	+$1.18K	0.01%	133
2024 Q3	$22.9K	Buy	318 +1	+0.3%	+$68	0.01%	123
2024 Q2	$20.3K	Buy	317 +1	+0.3%	+$62	0.01%	128
2024 Q1	$19K	Sell	316 -25	-7%	-$1.5K	0.01%	128
2023 Q4	$20K	Buy	341 +2	+0.6%	+$114	0.01%	127
2023 Q3	$19K	Sell	339 -19	-5%	-$1.14K	0.01%	131
2023 Q2	$22K	Buy	358 +1	+0.3%	+$62	0.01%	211
2023 Q1	$22K	Sell	357 -25	-7%	-$1.51K	0.01%	214
2022 Q4	$24K	Buy	382 +2	+0.5%	+$121	0.01%	192
2022 Q3	$21K	Buy	380 +1	+0.3%	+$62	0.02%	107
2022 Q2	$24K	Buy	379 +51	+16%	+$3.23K	﹤0.01%	113
2022 Q1	$20K	Hold	328	–	–	0.01%	146
2021 Q4	$20K	Buy	+328	New	+$18.3K	0.02%	138

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RE Dickinson Investment Advisors's KO Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Coca-Cola (KO) stake by 5.7% in Q4 2024, buying an estimated $1.18K and bringing the position to 336 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #133.

RE Dickinson Investment Advisors first reported a position in KO in Q4 2021 and has held it in 13 quarters since. The position peaked at $24K in Q4 2022. 3,286 funds tracked by Wall St. Rank hold KO as of Q4 2024.

RE Dickinson Investment Advisors held 336 shares of Coca-Cola worth $20.9K as of Q4 2024.
RE Dickinson Investment Advisors bought 18 Coca-Cola shares in Q4 2024, an estimated $1.18K.
Coca-Cola made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #133 holding.
RE Dickinson Investment Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Coca-Cola position peaked at $24K in Q4 2022.
3,286 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.