Tilia Fiduciary Partners’s Coca-Cola KO Stock Holding History

Tilia Fiduciary 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	-2,802	Closed	-$201K	–	108
2024 Q3	$201K	Buy	+2,802	New	+$192K	0.14%	104
2023 Q3	–	Sell	-2,661	Closed	-$160K	–	295
2023 Q2	$160K	Sell	2,661 -384	-13%	-$23.9K	0.14%	99
2023 Q1	$189K	Hold	3,045	–	–	0.18%	98
2022 Q4	$194K	Buy	3,045 +15	+0.5%	+$906	0.19%	97
2022 Q3	$165K	Sell	3,030 -50	-2%	-$3.11K	0.17%	98
2022 Q2	$193K	Buy	3,080 +489	+19%	+$31K	0.18%	95
2022 Q1	$161K	Hold	2,591	–	–	0.14%	117
2021 Q4	$153K	Buy	+2,591	New	+$144K	0.12%	123

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Tilia Fiduciary Partners's KO Position: Q4 2024 in Review

Tilia Fiduciary Partners sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 2,802 shares — an estimated $201K sold.

Tilia Fiduciary Partners first reported a position in KO in Q4 2021 and held it in 8 quarters. The position peaked at $201K in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Tilia Fiduciary Partners reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
Tilia Fiduciary Partners sold 2,802 Coca-Cola shares in Q4 2024, an estimated $201K.
Tilia Fiduciary Partners first reported a position in Coca-Cola in Q4 2021 and held it in 8 quarters.
Tilia Fiduciary Partners's Coca-Cola position peaked at $201K in Q3 2024.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Tilia Fiduciary Partners's 13F filing for Q4 2024, filed 10 Jan 2025.