VIM
KO icon

VELA Investment Management’s Coca-Cola KO Stock Holding History

VELA Investment Management’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
-4,183
Closed -$266K – 175
2024
Q2 		$266K Buy
4,183
+325
+8% +$20.1K 0.08% 154
2024
Q1 		$236K Hold
3,858
– – 0.08% 155
2023
Q4 		$227K Sell
3,858
-937
-20% -$53.2K 0.09% 155
2023
Q3 		$268K Hold
4,795
– – 0.12% 128
2023
Q2 		$289K Hold
4,795
– – 0.13% 128
2023
Q1 		$297K Hold
4,795
– – 0.14% 127
2022
Q4 		$305K Hold
4,795
– – 0.15% 126
2022
Q3 		$269K Sell
4,795
-1,474
-24% -$91.6K 0.15% 130
2022
Q2 		$394K Buy
+6,269
New +$397K 0.23% 112

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

VELA Investment Management's KO Position: Q3 2024 in Review

VELA Investment Management sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 4,183 shares — an estimated $266K sold.

VELA Investment Management first reported a position in KO in Q2 2022 and held it in 9 quarters. The position peaked at $394K in Q2 2022. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • VELA Investment Management reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
  • VELA Investment Management sold 4,183 Coca-Cola shares in Q3 2024, an estimated $266K.
  • VELA Investment Management first reported a position in Coca-Cola in Q2 2022 and held it in 9 quarters.
  • VELA Investment Management's Coca-Cola position peaked at $394K in Q2 2022.
  • 3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on VELA Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.