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Unionview LLC’s Coca-Cola KO Stock Holding History

Unionview LLC’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 		$306K Buy
4,908
+20
+0.4% +$1.31K 0.22% 65
2024
Q3 		$351K Buy
4,888
+14
+0.3% +$959 0.27% 57
2024
Q2 		$310K Buy
4,874
+15
+0.3% +$929 0.25% 61
2024
Q1 		$297K Buy
4,859
+15
+0.3% +$901 0.25% 62
2023
Q4 		$285K Buy
+4,844
New +$275K 0.26% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Unionview LLC's KO Position: Q4 2024 in Review

Unionview LLC increased its Coca-Cola (KO) stake by 0.41% in Q4 2024, buying an estimated $1.31K and bringing the position to 4,908 shares worth $306K. The position accounts for 0.22% of the portfolio, ranked #65.

Unionview LLC first reported a position in KO in Q4 2023 and has held it in 5 quarters since. The position peaked at $351K in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Unionview LLC held 4,908 shares of Coca-Cola worth $306K as of Q4 2024.
  • Unionview LLC bought 20 Coca-Cola shares in Q4 2024, an estimated $1.31K.
  • Coca-Cola made up 0.22% of Unionview LLC's portfolio in Q4 2024, its #65 holding.
  • Unionview LLC first reported a position in Coca-Cola in Q4 2023 and has held it in 5 quarters since.
  • Unionview LLC's Coca-Cola position peaked at $351K in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.