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

Sugarloaf 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 		$1.23M Buy
19,786
+1,911
+11% +$125K 0.23% 47
2024
Q3 		$1.28M Sell
17,875
-447
-2% -$30.6K 0.24% 45
2024
Q2 		$1.17M Buy
18,322
+810
+5% +$50.1K 0.24% 48
2024
Q1 		$1.07M Sell
17,512
-20,429
-54% -$1.23M 0.22% 52
2023
Q4 		$2.24M Sell
37,941
-2,032
-5% -$115K 0.54% 35
2023
Q3 		$2.24M Sell
39,973
-124
-0.3% -$7.44K 0.57% 36
2023
Q2 		$2.41M Sell
40,097
-81
-0.2% -$5.04K 0.57% 30
2023
Q1 		$2.49M Sell
40,178
-551
-1% -$33.4K 0.61% 24
2022
Q4 		$2.59M Sell
40,729
-4,531
-10% -$274K 0.65% 19
2022
Q3 		$2.54M Buy
45,260
+4,311
+11% +$268K 0.65% 20
2022
Q2 		$2.58M Buy
40,949
+137
+0.3% +$8.68K 0.65% 19
2022
Q1 		$2.53M Buy
40,812
+301
+0.7% +$18.3K 0.6% 25
2021
Q4 		$2.4M Sell
40,511
-90
-0.2% -$5.01K 0.57% 28
2021
Q3 		$2.13M Sell
40,601
-9
-0% -$502 0.56% 28
2021
Q2 		$2.2M Buy
40,610
+289
+0.7% +$15.7K 0.6% 24
2021
Q1 		$2.13K Sell
40,321
-1,103
-3% -$55.5K 0.63% 22
2020
Q4 		$2.27M Buy
41,424
+52
+0.1% +$2.69K 0.76% 21
2020
Q3 		$2.04M Sell
41,372
-167
-0.4% -$8.03K 0.74% 20
2020
Q2 		$1.86M Buy
41,539
+30
+0.1% +$1.38K 0.71% 22
2020
Q1 		$1.84M Sell
41,509
-384
-0.9% -$20.7K 0.82% 18
2019
Q4 		$2.32M Buy
+41,893
New +$2.25M 0.99% 20

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

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

Sugarloaf Wealth Management increased its Coca-Cola (KO) stake by 11% in Q4 2024, buying an estimated $125K and bringing the position to 19,786 shares worth $1.23M. The position accounts for 0.23% of the portfolio, ranked #47.

Sugarloaf Wealth Management first reported a position in KO in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.59M in Q4 2022. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Sugarloaf Wealth Management held 19,786 shares of Coca-Cola worth $1.23M as of Q4 2024.
  • Sugarloaf Wealth Management bought 1,911 Coca-Cola shares in Q4 2024, an estimated $125K.
  • Coca-Cola made up 0.23% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #47 holding.
  • Sugarloaf Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Coca-Cola position peaked at $2.59M in Q4 2022.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.