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Steward Partners Investment Solutions’s Coca-Cola KO Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$3.21M Buy
52,548
+22,222
+73% +$1.33M 0.54% 44
2023
Q4 		$1.79M Buy
+30,326
New +$1.72M 0.75% 36

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Partners Investment Solutions's KO Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Coca-Cola (KO) stake by 73% in Q1 2024, buying an estimated $1.33M and bringing the position to 52,548 shares worth $3.21M. The position accounts for 0.54% of the portfolio, ranked #44.

Steward Partners Investment Solutions first reported a position in KO in Q4 2023 and has held it in 2 quarters since. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Steward Partners Investment Solutions held 52,548 shares of Coca-Cola worth $3.21M as of Q1 2024.
  • Steward Partners Investment Solutions bought 22,222 Coca-Cola shares in Q1 2024, an estimated $1.33M.
  • Coca-Cola made up 0.54% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #44 holding.
  • Steward Partners Investment Solutions first reported a position in Coca-Cola in Q4 2023 and has held it in 2 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.