Yarbrough Capital’s Coca-Cola KO Stock Holding History

Yarbrough Capital’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	-8,300	Closed	-$596K	–	203
2024 Q3	$596K	Hold	8,300	–	–	0.02%	121
2024 Q2	$528K	Hold	8,300	–	–	0.02%	124
2024 Q1	$508K	Hold	8,300	–	–	0.02%	132
2023 Q4	$489K	Hold	8,300	–	–	0.03%	133
2023 Q3	$465K	Hold	8,300	–	–	0.03%	126
2023 Q2	$500K	Hold	8,300	–	–	0.03%	133
2023 Q1	$515K	Hold	8,300	–	–	0.04%	124
2022 Q4	$528K	Hold	8,300	–	–	0.04%	97
2022 Q3	$465K	Hold	8,300	–	–	0.04%	118
2022 Q2	$522K	Hold	8,300	–	–	0.04%	106
2022 Q1	$515K	Hold	8,300	–	–	0.03%	130
2021 Q4	$491K	Buy	+8,300	New	+$462K	0.03%	144

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

Yarbrough Capital's KO Position: Q4 2024 in Review

Yarbrough Capital sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 8,300 shares — an estimated $596K sold.

Yarbrough Capital first reported a position in KO in Q4 2021 and held it in 12 quarters. The position peaked at $596K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Yarbrough Capital reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
Yarbrough Capital sold 8,300 Coca-Cola shares in Q4 2024, an estimated $596K.
Yarbrough Capital first reported a position in Coca-Cola in Q4 2021 and held it in 12 quarters.
Yarbrough Capital's Coca-Cola position peaked at $596K in Q3 2024.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Yarbrough Capital's 13F filing for Q4 2024, filed 15 Jan 2025.