WBI Investments’s Coca-Cola KO Stock Holding History

WBI Investments’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	-5,468	Closed	-$393K	–	249
2024 Q3	$393K	Buy	+5,468	New	+$374K	0.09%	201
2023 Q2	–	Sell	-16,002	Closed	-$993K	–	206
2023 Q1	$993K	Buy	+16,002	New	+$969K	0.2%	120
2022 Q3	–	Sell	-62,596	Closed	-$3.74M	–	130
2022 Q2	$3.74M	Sell	62,596 -32,887	-34%	-$2.08M	0.81%	31
2022 Q1	$5.71M	Buy	+95,483	New	+$5.81M	0.92%	28
2019 Q3	–	Sell	-57,068	Closed	-$2.91M	–	248
2019 Q2	$2.91M	Buy	+57,068	New	+$2.8M	0.26%	82

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

WBI Investments's KO Position: Q4 2024 in Review

WBI Investments sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 5,468 shares — an estimated $393K sold.

WBI Investments first reported a position in KO in Q2 2019 and held it in 5 quarters. The position peaked at $5.71M in Q1 2022. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

WBI Investments reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
WBI Investments sold 5,468 Coca-Cola shares in Q4 2024, an estimated $393K.
WBI Investments first reported a position in Coca-Cola in Q2 2019 and held it in 5 quarters.
WBI Investments's Coca-Cola position peaked at $5.71M in Q1 2022.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on WBI Investments's 13F filing for Q4 2024, filed 14 Feb 2025.