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Sterneck Capital Management’s Coca-Cola KO Stock Holding History

Sterneck Capital 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
2016
Q1 		– Sell
-30,000
Closed -$9K – 130
2015
Q4 		$9K Hold
30,000
– – 0.01% 125
2015
Q3 		$5K Hold
30,000
– – ﹤0.01% 125
2015
Q2 		$6K Buy
+30,000
New +$1.22M ﹤0.01% 139

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sterneck Capital Management's KO Position: Q3 2024 in Review

Sterneck Capital Management sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 4,020 shares — an estimated $256K sold.

Sterneck Capital Management first reported a position in KO in Q2 2013 and held it in 45 quarters. The position peaked at $2.7M in Q2 2017. 3,135 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Sterneck Capital Management reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Sterneck Capital Management sold 4,020 Coca-Cola shares in Q3 2024, an estimated $256K.
  • Sterneck Capital Management first reported a position in Coca-Cola in Q2 2013 and held it in 45 quarters.
  • Sterneck Capital Management's Coca-Cola position peaked at $2.7M in Q2 2017.
  • 3,135 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Sterneck Capital Management's 13F filing for Q3 2024, filed 3 Oct 2024.