Avondale Wealth Management’s Coca-Cola KO Stock Holding History

Avondale Wealth 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
2022 Q2	–	Sell	-6,000	Closed	-$372K	–	128
2022 Q1	$372K	Hold	6,000	–	–	0.44%	29
2021 Q4	$355K	Buy	6,000 +1,500	+33%	+$83.5K	0.36%	34
2021 Q3	$236K	Hold	4,500	–	–	0.23%	43
2021 Q2	$243K	Buy	+4,500	New	+$245K	0.23%	42
2020 Q3	–	Sell	-176	Closed	-$8K	–	100
2020 Q2	$8K	Hold	176	–	–	0.01%	89
2020 Q1	$8K	Hold	176	–	–	0.01%	93
2019 Q4	$10K	Hold	176	–	–	0.01%	90
2019 Q3	$10K	Hold	176	–	–	0.02%	90
2019 Q2	$9K	Hold	176	–	–	0.01%	98
2019 Q1	$8K	Sell	176 -58	-25%	-$2.71K	0.01%	99
2018 Q4	$11K	Buy	234 +58	+33%	+$2.78K	0.01%	94
2018 Q3	$8K	Hold	176	–	–	0.01%	90
2018 Q2	$8K	Hold	176	–	–	0.01%	88
2018 Q1	$7K	Hold	176	–	–	0.01%	95
2017 Q4	$8K	Buy	+176	New	+$8.09K	0.01%	107

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

Avondale Wealth Management's KO Position: Q2 2022 in Review

Avondale Wealth Management sold out of Coca-Cola (KO) in Q2 2022, closing a stake of 6,000 shares — an estimated $372K sold.

Avondale Wealth Management first reported a position in KO in Q4 2017 and held it in 15 quarters. The position peaked at $372K in Q1 2022. 2,773 funds tracked by Wall St. Rank hold KO as of Q2 2022.

Avondale Wealth Management reported no remaining Coca-Cola position as of Q2 2022 after selling out during the quarter.
Avondale Wealth Management sold 6,000 Coca-Cola shares in Q2 2022, an estimated $372K.
Avondale Wealth Management first reported a position in Coca-Cola in Q4 2017 and held it in 15 quarters.
Avondale Wealth Management's Coca-Cola position peaked at $372K in Q1 2022.
2,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2022.

Based on Avondale Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.