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Tallon Kerry Patrick’s Coca-Cola KO Stock Holding History

Tallon Kerry Patrick’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 		$241K Buy
+3,896
New +$254K 0.23% 77

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tallon Kerry Patrick's KO Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Coca-Cola (KO) in Q4 2024: 3,896 shares worth $241K. The stake represents 0.23% of the portfolio and ranks #77 among its holdings.

3,283 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Tallon Kerry Patrick held 3,896 shares of Coca-Cola worth $241K as of Q4 2024.
  • Coca-Cola was a new Tallon Kerry Patrick position in Q4 2024.
  • Coca-Cola made up 0.23% of Tallon Kerry Patrick's portfolio in Q4 2024, its #77 holding.
  • 3,283 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.