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VitalStone Financial’s Coca-Cola KO Stock Holding History

VitalStone Financial’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 		$36.6K Buy
509
+4
+0.8% +$274 0.02% 194
2024
Q2 		$32.1K Buy
505
+4
+0.8% +$248 0.02% 191
2024
Q1 		$31K Hold
501
– – 0.02% 204
2023
Q4 		$30K Hold
501
– – 0.02% 193
2023
Q3 		$28K Sell
501
-44
-8% -$2.64K 0.02% 172
2023
Q2 		$34K Buy
545
+173
+47% +$10.8K 0.02% 417
2023
Q1 		$22K Sell
372
-129
-26% -$7.81K 0.02% 165
2022
Q4 		$32K Buy
+501
New +$30.2K 0.02% 211

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

VitalStone Financial's KO Position: Q3 2024 in Review

VitalStone Financial increased its Coca-Cola (KO) stake by 0.79% in Q3 2024, buying an estimated $274 and bringing the position to 509 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #194.

VitalStone Financial first reported a position in KO in Q4 2022 and has held it in 8 quarters since. 3,134 funds tracked by Wall St. Rank hold KO as of Q3 2024.

  • VitalStone Financial held 509 shares of Coca-Cola worth $36.6K as of Q3 2024.
  • VitalStone Financial bought 4 Coca-Cola shares in Q3 2024, an estimated $274.
  • Coca-Cola made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #194 holding.
  • VitalStone Financial first reported a position in Coca-Cola in Q4 2022 and has held it in 8 quarters since.
  • 3,134 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.