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Valley Brook Capital Group’s Coca-Cola KO Stock Holding History

Valley Brook Capital Group’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
-2,806
Closed -$202K – 117
2024
Q3 		$202K Buy
+2,806
New +$192K 0.14% 114
2021
Q2 		– Sell
-3,520
Closed -$185K – 275
2021
Q1 		$185K Buy
3,520
+200
+6% +$10.1K 0.17% 109
2020
Q4 		$182K Buy
+3,320
New +$172K 0.18% 108

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

Valley Brook Capital Group's KO Position: Q4 2024 in Review

Valley Brook Capital Group sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 2,806 shares — an estimated $202K sold.

Valley Brook Capital Group first reported a position in KO in Q4 2020 and held it in 3 quarters. The position peaked at $202K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Valley Brook Capital Group reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Valley Brook Capital Group sold 2,806 Coca-Cola shares in Q4 2024, an estimated $202K.
  • Valley Brook Capital Group first reported a position in Coca-Cola in Q4 2020 and held it in 3 quarters.
  • Valley Brook Capital Group's Coca-Cola position peaked at $202K in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Valley Brook Capital Group's 13F filing for Q4 2024, filed 29 Jan 2025.