VAMG
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Voisard Asset Management Group’s Coca-Cola KO Stock Holding History

Voisard Asset Management 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
-1,670
Closed -$120K – 398
2024
Q3 		$120K Sell
1,670
-8
-0.5% -$548 0.05% 119
2024
Q2 		$107K Buy
1,678
+660
+65% +$40.9K 0.05% 96
2024
Q1 		$62.3K Sell
1,018
-60
-6% -$3.6K 0.04% 120
2023
Q4 		$63.5K Buy
+1,078
New +$61.2K 0.04% 120

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

Voisard Asset Management Group's KO Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 1,670 shares — an estimated $120K sold.

Voisard Asset Management Group first reported a position in KO in Q4 2023 and held it in 4 quarters. The position peaked at $120K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 1,670 Coca-Cola shares in Q4 2024, an estimated $120K.
  • Voisard Asset Management Group first reported a position in Coca-Cola in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Coca-Cola position peaked at $120K in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.