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Retirement Group’s Coca-Cola KO Stock Holding History

Retirement 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
Q1 		$41.6K Hold
680
– – 0.01% 257
2023
Q4 		$40.1K Buy
680
+44
+7% +$2.5K 0.02% 247
2023
Q3 		$35.6K Buy
636
+83
+15% +$4.98K 0.01% 242
2023
Q2 		$33.3K Buy
553
+3
+0.5% +$187 0.01% 252
2023
Q1 		$34K Hold
550
– – 0.02% 235
2022
Q4 		$35K Buy
550
+187
+52% +$11.3K 0.02% 212
2022
Q3 		$20K Sell
363
-182
-33% -$11.3K 0.02% 180
2022
Q2 		$34K Sell
545
-54
-9% -$3.42K 0.01% 255
2022
Q1 		$37K Buy
599
+56
+10% +$3.41K 0.01% 258
2021
Q4 		$32K Buy
543
+5
+0.9% +$278 0.01% 267
2021
Q3 		$28K Buy
538
+2
+0.4% +$111 0.01% 274
2021
Q2 		$29K Buy
536
+52
+11% +$2.83K 0.01% 278
2021
Q1 		$26K Buy
484
+200
+70% +$10.1K 0.01% 347
2020
Q4 		$15K Buy
284
+100
+54% +$5.17K 0.01% 387
2020
Q3 		$9K Buy
184
+130
+241% +$6.25K 0.01% 428
2020
Q2 		$2K Buy
+54
New +$2.49K ﹤0.01% 544
2019
Q4 		$3K Buy
+53
New +$2.85K ﹤0.01% 496

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Group's KO Position: Q1 2024 in Review

Retirement Group held its Coca-Cola (KO) position steady in Q1 2024 at 680 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #257.

Retirement Group first reported a position in KO in Q4 2019 and has held it in 17 quarters since. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Retirement Group held 680 shares of Coca-Cola worth $41.6K as of Q1 2024.
  • Retirement Group left its Coca-Cola share count unchanged in Q1 2024.
  • Coca-Cola made up 0.01% of Retirement Group's portfolio in Q1 2024, its #257 holding.
  • Retirement Group first reported a position in Coca-Cola in Q4 2019 and has held it in 17 quarters since.
  • 2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.