American Portfolios Advisors’s Coca-Cola KO Stock Holding History

American Portfolios Advisors’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 Q3	$4.46M	Buy	79,597 +6,261	+9%	+$389K	0.19%	108
2022 Q2	$4.61M	Buy	73,336 +7,749	+12%	+$491K	0.19%	111
2022 Q1	$4.07M	Buy	65,587 +5,100	+8%	+$310K	0.14%	150
2021 Q4	$3.58M	Buy	60,487 +3,583	+6%	+$200K	0.12%	168
2021 Q3	$2.99M	Buy	56,904 +4,282	+8%	+$239K	0.11%	186
2021 Q2	$2.85M	Buy	52,622 +3,070	+6%	+$167K	0.11%	190
2021 Q1	$2.61M	Sell	49,552 -3,768	-7%	-$190K	0.11%	176
2020 Q4	$2.92M	Sell	53,320 -5,899	-10%	-$305K	0.15%	133
2020 Q3	$2.92M	Buy	59,219 +2,193	+4%	+$105K	0.17%	122
2020 Q2	$2.55M	Buy	57,026 +1,658	+3%	+$76.4K	0.17%	133
2020 Q1	$2.45M	Buy	55,368 +12,952	+31%	+$700K	0.2%	113
2019 Q4	$2.35M	Buy	42,416 +602	+1%	+$32.4K	0.17%	130
2019 Q3	$2.28M	Buy	41,814 +1,625	+4%	+$87K	0.19%	119
2019 Q2	$2.05M	Sell	40,189 -2,173	-5%	-$106K	0.17%	135
2019 Q1	$1.99M	Buy	42,362 +8,107	+24%	+$379K	0.19%	117
2018 Q4	$1.62M	Sell	34,255 -2,104	-6%	-$101K	0.2%	112
2018 Q3	$1.68M	Buy	36,359 +3,395	+10%	+$155K	0.19%	108
2018 Q2	$1.45M	Sell	32,964 -831	-2%	-$35.9K	0.2%	101
2018 Q1	$1.47M	Buy	33,795 +1,637	+5%	+$73.5K	0.22%	98
2017 Q4	$1.48M	Buy	+32,158	New	+$1.48M	0.23%	90

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

American Portfolios Advisors's KO Position: Q3 2022 in Review

American Portfolios Advisors increased its Coca-Cola (KO) stake by 8.5% in Q3 2022, buying an estimated $389K and bringing the position to 79,597 shares worth $4.46M. The position accounts for 0.19% of the portfolio, ranked #108.

American Portfolios Advisors first reported a position in KO in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.61M in Q2 2022. 2,736 funds tracked by Wall St. Rank hold KO as of Q3 2022.

American Portfolios Advisors held 79,597 shares of Coca-Cola worth $4.46M as of Q3 2022.
American Portfolios Advisors bought 6,261 Coca-Cola shares in Q3 2022, an estimated $389K.
Coca-Cola made up 0.19% of American Portfolios Advisors's portfolio in Q3 2022, its #108 holding.
American Portfolios Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Coca-Cola position peaked at $4.61M in Q2 2022.
2,736 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.