AWC
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Abundance Wealth Counselors’s Coca-Cola KO Stock Holding History

Abundance Wealth Counselors’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
Q2 		– Sell
-9,167
Closed -$561K – 109
2024
Q1 		$561K Sell
9,167
-2,436
-21% -$146K 0.13% 99
2023
Q4 		$684K Buy
11,603
+1,387
+14% +$78.8K 0.18% 90
2023
Q3 		$572K Buy
+10,216
New +$613K 0.16% 89
2023
Q2 		– Sell
-11,749
Closed -$729K – 109
2023
Q1 		$729K Buy
11,749
+6,671
+131% +$404K 0.18% 80
2022
Q4 		$323K Sell
5,078
-57
-1% -$3.44K 0.09% 113
2022
Q3 		$288K Hold
5,135
– – 0.08% 112
2022
Q2 		$323K Buy
5,135
+75
+1% +$4.75K 0.09% 110
2022
Q1 		$314K Buy
+5,060
New +$308K 0.09% 113
2021
Q2 		– Sell
-236
Closed -$12K – 218
2021
Q1 		$12K Buy
+236
New +$11.9K ﹤0.01% 260

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Abundance Wealth Counselors's KO Position: Q2 2024 in Review

Abundance Wealth Counselors sold out of Coca-Cola (KO) in Q2 2024, closing a stake of 9,167 shares — an estimated $561K sold.

Abundance Wealth Counselors first reported a position in KO in Q1 2021 and held it in 9 quarters. The position peaked at $729K in Q1 2023. 3,030 funds tracked by Wall St. Rank hold KO as of Q2 2024.

  • Abundance Wealth Counselors reported no remaining Coca-Cola position as of Q2 2024 after selling out during the quarter.
  • Abundance Wealth Counselors sold 9,167 Coca-Cola shares in Q2 2024, an estimated $561K.
  • Abundance Wealth Counselors first reported a position in Coca-Cola in Q1 2021 and held it in 9 quarters.
  • Abundance Wealth Counselors's Coca-Cola position peaked at $729K in Q1 2023.
  • 3,030 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Abundance Wealth Counselors's 13F filing for Q2 2024, filed 17 Jul 2024.