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Advanced Research Investment Solutions’s Coca-Cola KO Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-1,450
Closed -$82K – 93
2022
Q3 		$82K Buy
+1,450
New +$90.1K 0.05% 69

Other funds holding KO

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advanced Research Investment Solutions's KO Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Coca-Cola (KO) in Q4 2022, closing a stake of 1,450 shares — an estimated $82K sold.

Advanced Research Investment Solutions first reported a position in KO in Q3 2022 and held it in 1 quarter. The position peaked at $82K in Q3 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Coca-Cola position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,450 Coca-Cola shares in Q4 2022, an estimated $82K.
  • Advanced Research Investment Solutions first reported a position in Coca-Cola in Q3 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's Coca-Cola position peaked at $82K in Q3 2022.
  • 2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.