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Vantage Consulting Group’s Coca-Cola KO Stock Holding History

Vantage Consulting 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
Q3 		– Sell
-3,720
Closed -$237K – 94
2024
Q2 		$237K Sell
3,720
-274
-7% -$17K 0.18% 119
2024
Q1 		$244K Sell
3,994
-2
-0.1% -$120 0.16% 129
2023
Q4 		$235K Sell
3,996
-224
-5% -$12.7K 0.16% 151
2023
Q3 		$236K Buy
4,220
+179
+4% +$10.7K 0.16% 126
2023
Q2 		$243K Sell
4,041
-261
-6% -$16.2K 0.14% 139
2023
Q1 		$267K Buy
4,302
+232
+6% +$14K 0.15% 114
2022
Q4 		$259K Sell
4,070
-309
-7% -$18.7K 0.15% 112
2022
Q3 		$245K Buy
4,379
+224
+5% +$13.9K 0.14% 124
2022
Q2 		$261K Sell
4,155
-2,161
-34% -$137K 0.15% 104
2022
Q1 		$392K Sell
6,316
-1,041
-14% -$63.3K 0.15% 51
2021
Q4 		$436K Buy
7,357
+379
+5% +$21.1K 0.12% 48
2021
Q3 		$366K Buy
6,978
+158
+2% +$8.81K 0.08% 59
2021
Q2 		$369K Buy
6,820
+1,541
+29% +$83.8K 0.06% 58
2021
Q1 		$278K Buy
5,279
+1,949
+59% +$98.1K 0.06% 50
2020
Q4 		$183K Buy
+3,330
New +$172K 0.01% 50

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vantage Consulting Group's KO Position: Q3 2024 in Review

Vantage Consulting Group sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 3,720 shares — an estimated $237K sold.

Vantage Consulting Group first reported a position in KO in Q4 2020 and held it in 15 quarters. The position peaked at $436K in Q4 2021. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • Vantage Consulting Group reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 3,720 Coca-Cola shares in Q3 2024, an estimated $237K.
  • Vantage Consulting Group first reported a position in Coca-Cola in Q4 2020 and held it in 15 quarters.
  • Vantage Consulting Group's Coca-Cola position peaked at $436K in Q4 2021.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.