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SpiderRock Advisors’s Coca-Cola KO Stock Holding History

SpiderRock Advisors’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
Q3 		$87.7M Buy
1,220,773
+451,586
+59% +$30.9M 1.4% 11
2024
Q2 		$49M Buy
769,187
+125,364
+19% +$7.76M 0.98% 18
2024
Q1 		$38.7M Buy
+643,823
New +$38.7M 0.96% 17
2017
Q1 		– Hold
0
– – – 1135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SpiderRock Advisors's KO Position: Q3 2024 in Review

SpiderRock Advisors increased its Coca-Cola (KO) stake by 59% in Q3 2024, buying an estimated $30.9M and bringing the position to 1,220,773 shares worth $87.7M. The position accounts for 1.4% of the portfolio, ranked #11.

SpiderRock Advisors first reported a position in KO in Q1 2024 and has held it in 3 quarters since. 3,134 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • SpiderRock Advisors held 1,220,773 shares of Coca-Cola worth $87.7M as of Q3 2024.
  • SpiderRock Advisors bought 451,586 Coca-Cola shares in Q3 2024, an estimated $30.9M.
  • Coca-Cola made up 1.4% of SpiderRock Advisors's portfolio in Q3 2024, its #11 holding.
  • SpiderRock Advisors first reported a position in Coca-Cola in Q1 2024 and has held it in 3 quarters since.
  • 3,134 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.