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

Selective 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	–	Sell	-5,401	Closed	-$374K	–	110
2024 Q3	$374K	Hold	5,401	–	–	0.16%	69
2024 Q2	$339K	Hold	5,401	–	–	0.15%	74
2024 Q1	$318K	Hold	5,401	–	–	0.14%	78
2023 Q4	$323K	Sell	5,401 -62	-1%	-$3.52K	0.16%	62
2023 Q3	$301K	Sell	5,463 -174	-3%	-$10.4K	0.17%	60
2023 Q2	$334K	Buy	+5,637	New	+$351K	0.17%	72
2022 Q4	$346K	Sell	5,755 -3,788	-40%	-$229K	0.18%	76
2022 Q3	$535K	Sell	9,543 -4,454	-32%	-$277K	0.23%	59
2022 Q2	$881K	Sell	13,997 -199	-1%	-$12.6K	0.31%	48
2022 Q1	$880K	Sell	14,196 -1,000	-7%	-$60.8K	0.32%	43
2021 Q4	$900K	Buy	15,196 +396	+3%	+$22.1K	0.37%	38
2021 Q3	$777K	Sell	14,800 -180	-1%	-$10K	0.41%	33
2021 Q2	$811K	Sell	14,980 -20	-0.1%	-$1.09K	0.65%	26
2021 Q1	$791K	Sell	15,000 -690	-4%	-$34.7K	0.72%	27
2020 Q4	$860K	Buy	15,690 +665	+4%	+$34.4K	0.56%	27
2020 Q3	$742K	Hold	15,025	–	–	0.58%	25
2020 Q2	$671K	Buy	15,025 +8,280	+123%	+$381K	0.56%	24
2020 Q1	$299K	Hold	6,745	–	–	0.47%	14
2019 Q4	$373K	Hold	6,745	–	–	0.45%	17
2019 Q3	$368K	Sell	6,745 -300	-4%	-$16.1K	0.51%	17
2019 Q2	$359K	Buy	7,045 +900	+15%	+$44.1K	0.58%	25
2019 Q1	$288K	Buy	+6,145	New	+$287K	0.35%	21
2018 Q3	$293K	Buy	+6,345	New	+$290K	3.5%	8

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Selective Wealth Management sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 5,401 shares — an estimated $374K sold.

Selective Wealth Management first reported a position in KO in Q3 2018 and held it in 23 quarters. The position peaked at $900K in Q4 2021. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Selective Wealth Management reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
Selective Wealth Management sold 5,401 Coca-Cola shares in Q4 2024, an estimated $374K.
Selective Wealth Management first reported a position in Coca-Cola in Q3 2018 and held it in 23 quarters.
Selective Wealth Management's Coca-Cola position peaked at $900K in Q4 2021.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Selective Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.