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AJ Wealth Strategies’s Coca-Cola KO Stock Holding History

AJ Wealth Strategies’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 		– Sell
-3,355
Closed -$213K – 301
2022
Q4 		$213K Buy
+3,355
New +$203K 0.01% 271
2022
Q3 		– Sell
-3,318
Closed -$209K – 315
2022
Q2 		$209K Buy
+3,318
New +$210K 0.01% 275

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

AJ Wealth Strategies's KO Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Coca-Cola (KO) in Q1 2023, closing a stake of 3,355 shares — an estimated $213K sold.

AJ Wealth Strategies first reported a position in KO in Q2 2022 and held it in 2 quarters. The position peaked at $213K in Q4 2022. 2,872 funds tracked by Wall St. Rank hold KO as of Q1 2023.

  • AJ Wealth Strategies reported no remaining Coca-Cola position as of Q1 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 3,355 Coca-Cola shares in Q1 2023, an estimated $213K.
  • AJ Wealth Strategies first reported a position in Coca-Cola in Q2 2022 and held it in 2 quarters.
  • AJ Wealth Strategies's Coca-Cola position peaked at $213K in Q4 2022.
  • 2,872 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.