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Ahrens Investment Partners’s Coca-Cola KO Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$520K Buy
8,381
+4,012
+92% +$243K 0.26% 71
2022
Q4 		$278K Sell
4,369
-296
-6% -$17.9K 0.13% 130
2022
Q3 		$261K Buy
4,665
+550
+13% +$34.2K 0.14% 122
2022
Q2 		$259K Buy
4,115
+54
+1% +$3.42K 0.11% 138
2022
Q1 		$252K Hold
4,061
– – 0.08% 156
2021
Q4 		$240K Hold
4,061
– – 0.11% 165
2021
Q3 		$213K Buy
4,061
+123
+3% +$6.86K 0.1% 192
2021
Q2 		$213K Sell
3,938
-92
-2% -$5K 0.1% 206
2021
Q1 		$212K Sell
4,030
-95
-2% -$4.78K 0.11% 184
2020
Q4 		$226K Buy
4,125
+46
+1% +$2.38K 0.12% 153
2020
Q3 		$201K Buy
+4,079
New +$196K 0.13% 150
2020
Q1 		– Sell
-4,026
Closed -$223K – 154
2019
Q4 		$223K Buy
4,026
+14
+0.3% +$753 0.09% 147
2019
Q3 		$218K Sell
4,012
-62
-2% -$3.32K 0.1% 142
2019
Q2 		$207K Buy
+4,074
New +$200K 0.09% 142
2018
Q1 		– Sell
-4,743
Closed -$218K – 171
2017
Q4 		$218K Buy
+4,743
New +$218K 0.09% 143
2017
Q3 		– Sell
-5,058
Closed -$227K – 170
2017
Q2 		$227K Sell
5,058
-202
-4% -$8.93K 0.1% 124
2017
Q1 		$223K Hold
5,260
– – 0.11% 114
2016
Q4 		$218K Buy
+5,260
New +$219K 0.11% 114

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ahrens Investment Partners's KO Position: Q1 2023 in Review

Ahrens Investment Partners increased its Coca-Cola (KO) stake by 92% in Q1 2023, buying an estimated $243K and bringing the position to 8,381 shares worth $520K. The position accounts for 0.26% of the portfolio, ranked #71.

Ahrens Investment Partners first reported a position in KO in Q4 2016 and has held it in 18 quarters since. 2,871 funds tracked by Wall St. Rank hold KO as of Q1 2023.

  • Ahrens Investment Partners held 8,381 shares of Coca-Cola worth $520K as of Q1 2023.
  • Ahrens Investment Partners bought 4,012 Coca-Cola shares in Q1 2023, an estimated $243K.
  • Coca-Cola made up 0.26% of Ahrens Investment Partners's portfolio in Q1 2023, its #71 holding.
  • Ahrens Investment Partners first reported a position in Coca-Cola in Q4 2016 and has held it in 18 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.