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Susquehanna Portfolio Strategies’s Coca-Cola KO Stock Holding History

Susquehanna Portfolio Strategies’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
-318,787
Closed -$22.9M – 185
2024
Q3 		$22.9M Hold
318,787
– – 1.57% 11
2024
Q2 		$20.3M Hold
318,787
– – 0.84% 29
2024
Q1 		$19.5M Hold
318,787
– – 0.45% 55
2023
Q4 		$18.8M Buy
+318,787
New +$18.1M 0.33% 83

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

Susquehanna Portfolio Strategies's KO Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 318,787 shares — an estimated $22.9M sold.

Susquehanna Portfolio Strategies first reported a position in KO in Q4 2023 and held it in 4 quarters. The position peaked at $22.9M in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Susquehanna Portfolio Strategies reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 318,787 Coca-Cola shares in Q4 2024, an estimated $22.9M.
  • Susquehanna Portfolio Strategies first reported a position in Coca-Cola in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's Coca-Cola position peaked at $22.9M in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.