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Thrive Capital Management (Pennsylvania)’s Coca-Cola KO Stock Holding History

Thrive Capital Management (Pennsylvania)’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
-4,429
Closed -$261K – 167
2023
Q4 		$261K Buy
4,429
+772
+21% +$43.9K 0.14% 113
2023
Q3 		$205K Sell
3,657
-557
-13% -$33.4K 0.11% 133
2023
Q2 		$254K Buy
4,214
+670
+19% +$41.7K 0.14% 110
2023
Q1 		$219K Buy
+3,544
New +$215K 0.14% 114

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Thrive Capital Management (Pennsylvania)'s KO Position: Q1 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 4,429 shares — an estimated $261K sold.

Thrive Capital Management (Pennsylvania) first reported a position in KO in Q1 2023 and held it in 4 quarters. The position peaked at $261K in Q4 2023. 2,980 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • Thrive Capital Management (Pennsylvania) reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 4,429 Coca-Cola shares in Q1 2024, an estimated $261K.
  • Thrive Capital Management (Pennsylvania) first reported a position in Coca-Cola in Q1 2023 and held it in 4 quarters.
  • Thrive Capital Management (Pennsylvania)'s Coca-Cola position peaked at $261K in Q4 2023.
  • 2,980 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2024, filed 13 May 2024.