Veritas Asset Management’s Coca-Cola KO Stock Holding History

Veritas Asset 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	-46,387	Closed	-$2.95M	–	36
2024 Q2	$2.95M	Hold	46,387	–	–	0.02%	30
2024 Q1	$2.84M	Hold	46,387	–	–	0.02%	31
2023 Q4	$2.73M	Hold	46,387	–	–	0.02%	33
2023 Q3	$2.6M	Hold	46,387	–	–	0.02%	35
2023 Q2	$2.79M	Sell	46,387 -17,199	-27%	-$1.07M	0.02%	35
2023 Q1	$3.94M	Sell	63,586 -15,188	-19%	-$920K	0.03%	32
2022 Q4	$5.01M	Sell	78,774 -29,648	-27%	-$1.79M	0.04%	28
2022 Q3	$6.07M	Sell	108,422 -38,262	-26%	-$2.38M	0.05%	30
2022 Q2	$9.23M	Sell	146,684 -68,316	-32%	-$4.33M	0.07%	29
2022 Q1	$13.3M	Sell	215,000 -52,800	-20%	-$3.21M	0.08%	28
2021 Q4	$15.9M	Sell	267,800 -42,200	-14%	-$2.35M	0.09%	26
2021 Q3	$16.3M	Hold	310,000	–	–	0.09%	28
2021 Q2	$16.8M	Sell	310,000 -18,900	-6%	-$1.03M	0.09%	27
2021 Q1	$17.3M	Hold	328,900	–	–	0.09%	29
2020 Q4	$18M	Hold	328,900	–	–	0.11%	26
2020 Q3	$16.2M	Hold	328,900	–	–	0.11%	23
2020 Q2	$14.7M	Buy	+328,900	New	+$15.1M	0.11%	24

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Veritas Asset Management's KO Position: Q3 2024 in Review

Veritas Asset Management sold out of Coca-Cola (KO) in Q3 2024, closing a stake of 46,387 shares — an estimated $2.95M sold.

Veritas Asset Management first reported a position in KO in Q2 2020 and held it in 17 quarters. The position peaked at $18M in Q4 2020. 3,133 funds tracked by Wall St. Rank hold KO as of Q3 2024.

Veritas Asset Management reported no remaining Coca-Cola position as of Q3 2024 after selling out during the quarter.
Veritas Asset Management sold 46,387 Coca-Cola shares in Q3 2024, an estimated $2.95M.
Veritas Asset Management first reported a position in Coca-Cola in Q2 2020 and held it in 17 quarters.
Veritas Asset Management's Coca-Cola position peaked at $18M in Q4 2020.
3,133 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

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