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Sarah T. Connolly’s Coca-Cola KO Stock Holding History

Sarah T. Connolly’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
2023
Q4 		– Sell
-59,319
Closed -$3.32M – 53
2023
Q3 		$3.32M Sell
59,319
-135
-0.2% -$8.1K 2.19% 12
2023
Q2 		$3.58M Buy
59,454
+24
+0% +$1.49K 2.16% 10
2023
Q1 		$3.69M Sell
59,430
-1,006
-2% -$60.9K 2.34% 8
2022
Q4 		$3.84M Buy
60,436
+111
+0.2% +$6.7K 2.61% 7
2022
Q3 		$3.38M Sell
60,325
-4,010
-6% -$249K 2.48% 8
2022
Q2 		$4.05M Sell
64,335
-1,402
-2% -$88.9K 2.76% 6
2022
Q1 		$4.08M Buy
65,737
+1,006
+2% +$61.2K 2.39% 8
2021
Q4 		$3.83M Buy
64,731
+12,892
+25% +$718K 2.14% 9
2021
Q3 		$2.72M Sell
51,839
-675
-1% -$37.6K 2.24% 9
2021
Q2 		$2.84M Buy
52,514
+400
+0.8% +$21.8K 2.32% 8
2021
Q1 		$2.75M Sell
52,114
-60
-0.1% -$3.02K 2.44% 8
2020
Q4 		$2.86M Buy
+52,174
New +$2.7M 2.62% 7

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sarah T. Connolly's KO Position: Q4 2023 in Review

Sarah T. Connolly sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 59,319 shares — an estimated $3.32M sold.

Sarah T. Connolly first reported a position in KO in Q4 2020 and held it in 12 quarters. The position peaked at $4.08M in Q1 2022. 2,990 funds tracked by Wall St. Rank hold KO as of Q4 2023.

  • Sarah T. Connolly reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 59,319 Coca-Cola shares in Q4 2023, an estimated $3.32M.
  • Sarah T. Connolly first reported a position in Coca-Cola in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Coca-Cola position peaked at $4.08M in Q1 2022.
  • 2,990 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.