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Sanctuary Wealth Management’s Coca-Cola KO Stock Holding History

Sanctuary Wealth Management’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 		$174K Hold
2,796
– – 0.12% 45
2024
Q3 		$201K Buy
2,796
+1,789
+178% +$123K 0.14% 41
2024
Q2 		$64.1K Hold
1,007
– – 0.05% 77
2024
Q1 		$61.6K Hold
1,007
– – 0.05% 80
2023
Q4 		$59.3K Hold
1,007
– – 0.06% 78
2023
Q3 		$56.4K Hold
1,007
– – 0.06% 70
2023
Q2 		$60.6K Buy
+1,007
New +$62.6K 0.06% 70
2022
Q4 		$64.1K Buy
+1,007
New +$60.8K 0.07% 63

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

Sanctuary Wealth Management's KO Position: Q4 2024 in Review

Sanctuary Wealth Management held its Coca-Cola (KO) position steady in Q4 2024 at 2,796 shares worth $174K. The position accounts for 0.12% of the portfolio, ranked #45.

Sanctuary Wealth Management first reported a position in KO in Q4 2022 and has held it in 8 quarters since. The position peaked at $201K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Sanctuary Wealth Management held 2,796 shares of Coca-Cola worth $174K as of Q4 2024.
  • Sanctuary Wealth Management left its Coca-Cola share count unchanged in Q4 2024.
  • Coca-Cola made up 0.12% of Sanctuary Wealth Management's portfolio in Q4 2024, its #45 holding.
  • Sanctuary Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Coca-Cola position peaked at $201K in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.