Antonetti Capital Management’s Coca-Cola KO Stock Holding History

Antonetti Capital Management’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 Q3	$98.8K	Hold	1,750	–	–	0.15%	63
2023 Q2	$105K	Hold	1,750	–	–	0.15%	59
2023 Q1	$109K	Hold	1,750	–	–	0.16%	56
2022 Q4	$111K	Hold	1,750	–	–	0.15%	62
2022 Q3	$98K	Hold	1,750	–	–	0.11%	64
2022 Q2	$110K	Sell	1,750 -200	-10%	-$12.7K	0.12%	64
2022 Q1	$121K	Sell	1,950 -200	-9%	-$12.2K	0.11%	71
2021 Q4	$127K	Sell	2,150 -50	-2%	-$2.78K	0.1%	106
2021 Q3	$115K	Buy	+2,200	New	+$123K	0.09%	112
2014 Q3	–	Sell	-40	Closed	-$2K	–	166
2014 Q2	$2K	Sell	40 -350	-90%	-$14.2K	﹤0.01%	193
2014 Q1	$15K	Sell	390 -600	-61%	-$23.2K	0.01%	157
2013 Q4	$41K	Sell	990 -600	-38%	-$23.7K	0.04%	131
2013 Q3	$60K	Hold	1,590	–	–	0.06%	144
2013 Q2	$64K	Buy	+1,590	New	+$65.8K	0.07%	143

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Antonetti Capital Management's KO Position: Q3 2023 in Review

Antonetti Capital Management held its Coca-Cola (KO) position steady in Q3 2023 at 1,750 shares worth $98.8K. The position accounts for 0.15% of the portfolio, ranked #63.

Antonetti Capital Management first reported a position in KO in Q2 2013 and has held it in 14 quarters since. The position peaked at $127K in Q4 2021. 2,829 funds tracked by Wall St. Rank hold KO as of Q3 2023.

Antonetti Capital Management held 1,750 shares of Coca-Cola worth $98.8K as of Q3 2023.
Antonetti Capital Management left its Coca-Cola share count unchanged in Q3 2023.
Coca-Cola made up 0.15% of Antonetti Capital Management's portfolio in Q3 2023, its #63 holding.
Antonetti Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 14 quarters since.
Antonetti Capital Management's Coca-Cola position peaked at $127K in Q4 2021.
2,829 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.