Systematic Portfolios’s Coca-Cola KO Stock Holding History

Systematic Portfolios’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	–	Sell	-5,567	Closed	-$328K	–	150
2023 Q4	$328K	Buy	+5,567	New	+$316K	0.99%	22

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Systematic Portfolios's KO Position: Q1 2024 in Review

Systematic Portfolios sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 5,567 shares — an estimated $328K sold.

Systematic Portfolios first reported a position in KO in Q4 2023 and held it in 1 quarter. The position peaked at $328K in Q4 2023. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

Systematic Portfolios reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
Systematic Portfolios sold 5,567 Coca-Cola shares in Q1 2024, an estimated $328K.
Systematic Portfolios first reported a position in Coca-Cola in Q4 2023 and held it in 1 quarter.
Systematic Portfolios's Coca-Cola position peaked at $328K in Q4 2023.
2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Systematic Portfolios's 13F filing for Q1 2024, filed 15 May 2024.