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Realta Investment Advisors’s Coca-Cola KO Stock Holding History

Realta 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 		– Sell
-5,939
Closed -$418K – 379
2024
Q3 		$418K Sell
5,939
-32,949
-85% -$2.26M 0.19% 118
2024
Q2 		$2.48M Sell
38,888
-3,574
-8% -$221K 0.48% 40
2024
Q1 		$2.6M Buy
42,462
+1,419
+3% +$85.2K 0.54% 35
2023
Q4 		$2.42M Sell
41,043
-547
-1% -$31.1K 0.55% 31
2023
Q3 		$2.5M Hold
41,590
– – 0.58% 28
2023
Q2 		$2.5M Buy
41,590
+1,415
+4% +$88K 0.55% 28
2023
Q1 		$2.49M Sell
40,175
-1,190
-3% -$72.1K 0.61% 27
2022
Q4 		$2.63M Sell
41,365
-777
-2% -$46.9K 0.64% 26
2022
Q3 		$2.36M Sell
42,142
-1,043
-2% -$64.8K 0.62% 24
2022
Q2 		$2.78M Sell
43,185
-761
-2% -$48.2K 0.68% 23
2022
Q1 		$2.73M Buy
43,946
+4,728
+12% +$288K 0.54% 28
2021
Q4 		$2.32M Buy
39,218
+649
+2% +$36.1K 0.51% 39
2021
Q3 		$2.02M Buy
38,569
+2,264
+6% +$126K 0.48% 47
2021
Q2 		$1.96M Sell
36,305
-918
-2% -$49.9K 0.47% 48
2021
Q1 		$1.96M Buy
37,223
+2,844
+8% +$143K 0.52% 45
2020
Q4 		$1.89M Sell
34,379
-6,313
-16% -$326K 0.53% 38
2020
Q3 		$2.01M Buy
40,692
+3,435
+9% +$165K 0.67% 26
2020
Q2 		$1.67M Buy
37,257
+3,597
+11% +$166K 0.55% 37
2020
Q1 		$1.49M Sell
33,660
-5,712
-15% -$308K 0.64% 28
2019
Q4 		$2.1M Sell
39,372
-44,564
-53% -$2.4M 0.58% 24
2019
Q3 		$4.56M Buy
83,936
+8,744
+12% +$468K 1.24% 10
2019
Q2 		$3.82M Buy
75,192
+53,451
+246% +$2.62M 1.06% 10
2019
Q1 		$1.01M Buy
+21,741
New +$1.02M 0.46% 41

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

Realta Investment Advisors's KO Position: Q4 2024 in Review

Realta Investment Advisors sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 5,939 shares — an estimated $418K sold.

Realta Investment Advisors first reported a position in KO in Q1 2019 and held it in 23 quarters. The position peaked at $4.56M in Q3 2019. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Realta Investment Advisors reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 5,939 Coca-Cola shares in Q4 2024, an estimated $418K.
  • Realta Investment Advisors first reported a position in Coca-Cola in Q1 2019 and held it in 23 quarters.
  • Realta Investment Advisors's Coca-Cola position peaked at $4.56M in Q3 2019.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.