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Solidarity Wealth’s Coca-Cola KO Stock Holding History

Solidarity Wealth’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
-4,829
Closed -$349K – 94
2024
Q3 		$349K Hold
4,829
– – 0.09% 63
2024
Q2 		$307K Sell
4,829
-770
-14% -$47.7K 0.09% 65
2024
Q1 		$345K Sell
5,599
-540
-9% -$32.4K 0.11% 62
2023
Q4 		$362K Sell
6,139
-4,164
-40% -$237K 0.13% 64
2023
Q3 		$581K Sell
10,303
-579
-5% -$34.7K 0.21% 55
2023
Q2 		$660K Sell
10,882
-582
-5% -$36.2K 0.27% 50
2023
Q1 		$716K Buy
+11,464
New +$694K 0.33% 50
2022
Q3 		$722K Sell
12,139
-30,274
-71% -$1.88M 0.42% 55
2022
Q2 		$2.72M Buy
42,413
+28,799
+212% +$1.83M 1.47% 18
2022
Q1 		$886K Buy
+13,614
New +$828K 0.5% 44

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

Solidarity Wealth's KO Position: Q4 2024 in Review

Solidarity Wealth sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 4,829 shares — an estimated $349K sold.

Solidarity Wealth first reported a position in KO in Q1 2022 and held it in 10 quarters. The position peaked at $2.72M in Q2 2022. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Solidarity Wealth reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Solidarity Wealth sold 4,829 Coca-Cola shares in Q4 2024, an estimated $349K.
  • Solidarity Wealth first reported a position in Coca-Cola in Q1 2022 and held it in 10 quarters.
  • Solidarity Wealth's Coca-Cola position peaked at $2.72M in Q2 2022.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Solidarity Wealth's 13F filing for Q4 2024, filed 16 Jan 2025.