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SYSTM Wealth Solutions’s Coca-Cola KO Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-5,418
Closed -$346K – 378
2024
Q2 		$346K Sell
5,418
-835
-13% -$51.7K 0.08% 160
2024
Q1 		$384K Buy
6,253
+532
+9% +$32K 0.05% 314
2023
Q4 		$337K Buy
5,721
+1,093
+24% +$62.1K 0.05% 318
2023
Q3 		$259K Sell
4,628
-17,800
-79% -$1.07M 0.04% 389
2023
Q2 		$1.35M Buy
22,428
+2,332
+12% +$145K 0.18% 156
2023
Q1 		$1.25M Sell
20,096
-1,171
-6% -$70.9K 0.19% 145
2022
Q4 		$1.35M Buy
+21,267
New +$1.28M 0.17% 162

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SYSTM Wealth Solutions's KO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 5,418 shares — an estimated $346K sold.

SYSTM Wealth Solutions first reported a position in KO in Q4 2022 and held it in 7 quarters. The position peaked at $1.35M in Q4 2022. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,418 Coca-Cola shares in Q3 2024, an estimated $346K.
  • SYSTM Wealth Solutions first reported a position in Coca-Cola in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Coca-Cola position peaked at $1.35M in Q4 2022.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.