SP
KO icon

SWS Partners’s Coca-Cola KO Stock Holding History

SWS Partners’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
-3,084
Closed -$222K – 122
2024
Q3 		$222K Buy
3,084
+18
+0.6% +$1.23K 0.07% 116
2024
Q2 		$195K Buy
+3,066
New +$190K 0.06% 116
2023
Q3 		– Sell
-35,267
Closed -$2.14M – 117
2023
Q2 		$2.14M Buy
35,267
+4,158
+13% +$259K 0.77% 58
2023
Q1 		$1.94M Sell
31,109
-1,158
-4% -$70.1K 0.72% 59
2022
Q4 		$2.05M Buy
32,267
+2,947
+10% +$178K 0.97% 47
2022
Q3 		$1.64M Buy
29,320
+627
+2% +$39K 0.76% 58
2022
Q2 		$1.8M Sell
28,693
-4,130
-13% -$262K 1.52% 34
2022
Q1 		$2.04M Buy
32,823
+19
+0.1% +$1.16K 1.33% 38
2021
Q4 		$1.94M Buy
32,804
+2,026
+7% +$113K 1.1% 44
2021
Q3 		$1.61M Buy
30,778
+4,101
+15% +$229K 1% 50
2021
Q2 		$1.44M Sell
26,677
-314
-1% -$17.1K 0.94% 57
2021
Q1 		$1.42M Buy
26,991
+2,120
+9% +$107K 0.98% 52
2020
Q4 		$1.36M Buy
24,871
+1,368
+6% +$70.7K 0.61% 62
2020
Q3 		$1.16M Buy
23,503
+4,081
+21% +$196K 0.58% 61
2020
Q2 		$918K Sell
19,422
-7,734
-28% -$356K 1.17% 38
2020
Q1 		$1.2M Buy
+27,156
New +$1.47M 0.86% 38
2019
Q3 		$1.72M Buy
32,708
+2,267
+7% +$121K 1.02% 38
2019
Q2 		$1.58M Buy
+30,441
New +$1.49M 1.01% 35
2018
Q2 		– Sell
-499
Closed -$21K – 214
2018
Q1 		$21K Hold
499
– – 0.02% 216
2017
Q4 		$23K Buy
+499
New +$22.9K 0.02% 216

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

SWS Partners's KO Position: Q4 2024 in Review

SWS Partners sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 3,084 shares — an estimated $222K sold.

SWS Partners first reported a position in KO in Q4 2017 and held it in 20 quarters. The position peaked at $2.14M in Q2 2023. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • SWS Partners reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • SWS Partners sold 3,084 Coca-Cola shares in Q4 2024, an estimated $222K.
  • SWS Partners first reported a position in Coca-Cola in Q4 2017 and held it in 20 quarters.
  • SWS Partners's Coca-Cola position peaked at $2.14M in Q2 2023.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on SWS Partners's 13F filing for Q4 2024, filed 6 Feb 2025.