Alaethes Wealth’s Coca-Cola KO Stock Holding History

Alaethes Wealth’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 Q2	–	Sell	-420	Closed	-$26K	–	213
2022 Q1	$26K	Sell	420 -50	-11%	-$3.04K	0.02%	161
2021 Q4	$28K	Sell	470 -5,248	-92%	-$292K	0.02%	153
2021 Q3	$300K	Sell	5,718 -457	-7%	-$25.5K	0.22%	84
2021 Q2	$334K	Sell	6,175 -7,243	-54%	-$394K	0.26%	81
2021 Q1	$707K	Buy	+13,418	New	+$675K	0.66%	65

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alaethes Wealth's KO Position: Q2 2022 in Review

Alaethes Wealth sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 420 shares — an estimated $26K sold.

Alaethes Wealth first reported a position in KO in Q1 2021 and held it in 5 quarters. The position peaked at $707K in Q1 2021. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Alaethes Wealth reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 420 Coca-Cola shares in Q2 2022, an estimated $26K.
Alaethes Wealth first reported a position in Coca-Cola in Q1 2021 and held it in 5 quarters.
Alaethes Wealth's Coca-Cola position peaked at $707K in Q1 2021.
2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.