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Redwood Wealth Management Group’s Coca-Cola KO Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-687
Closed -$43.7K – 659
2024
Q2 		$43.7K Buy
+687
New +$42.5K 0.03% 326

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Redwood Wealth Management Group's KO Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 687 shares — an estimated $43.7K sold.

Redwood Wealth Management Group first reported a position in KO in Q2 2024 and held it in 1 quarter. The position peaked at $43.7K in Q2 2024. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 687 Coca-Cola shares in Q3 2024, an estimated $43.7K.
  • Redwood Wealth Management Group first reported a position in Coca-Cola in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Coca-Cola position peaked at $43.7K in Q2 2024.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.