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TKG Advisors’s Coca-Cola KO Stock Holding History

TKG Advisors’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
-4,900
Closed -$289K – 109
2023
Q4 		$289K Sell
4,900
-1,953
-28% -$111K 0.17% 76
2023
Q3 		$384K Buy
6,853
+353
+5% +$21.2K 0.26% 73
2023
Q2 		$391K Buy
6,500
+912
+16% +$56.7K 0.25% 70
2023
Q1 		$347K Buy
5,588
+1,888
+51% +$114K 0.22% 68
2022
Q4 		$235K Hold
3,700
– – 0.16% 74
2022
Q3 		$207K Sell
3,700
-84
-2% -$5.22K 0.16% 69
2022
Q2 		$238K Buy
3,784
+84
+2% +$5.33K 0.2% 66
2022
Q1 		$229K Hold
3,700
– – 0.18% 80
2021
Q4 		$219K Buy
+3,700
New +$206K 0.17% 80

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

TKG Advisors's KO Position: Q1 2024 in Review

TKG Advisors sold out of Coca-Cola (KO) in Q1 2024, closing a stake of 4,900 shares — an estimated $289K sold.

TKG Advisors first reported a position in KO in Q4 2021 and held it in 9 quarters. The position peaked at $391K in Q2 2023. 2,979 funds tracked by Wall St. Rank hold KO as of Q1 2024.

  • TKG Advisors reported no remaining Coca-Cola position as of Q1 2024 after selling out during the quarter.
  • TKG Advisors sold 4,900 Coca-Cola shares in Q1 2024, an estimated $289K.
  • TKG Advisors first reported a position in Coca-Cola in Q4 2021 and held it in 9 quarters.
  • TKG Advisors's Coca-Cola position peaked at $391K in Q2 2023.
  • 2,979 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2024.

Based on TKG Advisors's 13F filing for Q1 2024, filed 1 May 2024.