Baldrige Asset Management’s Coca-Cola KO Stock Holding History

Baldrige Asset 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 Q1	$10K	Hold	167	–	–	﹤0.01%	259
2022 Q4	$11K	Hold	167	–	–	﹤0.01%	244
2022 Q3	$9K	Sell	167 -10	-6%	-$622	﹤0.01%	250
2022 Q2	$11K	Hold	177	–	–	0.01%	248
2022 Q1	$11K	Hold	177	–	–	﹤0.01%	257
2021 Q4	$10K	Buy	177 +10	+6%	+$557	﹤0.01%	269
2021 Q3	$9K	Sell	167 -66	-28%	-$3.68K	﹤0.01%	284
2021 Q2	$13K	Buy	+233	New	+$12.7K	0.01%	271

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Baldrige Asset Management's KO Position: Q1 2023 in Review

Baldrige Asset Management held its Coca-Cola (KO) position steady in Q1 2023 at 167 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Baldrige Asset Management first reported a position in KO in Q2 2021 and has held it in 8 quarters since. The position peaked at $13K in Q2 2021. 2,871 funds tracked by Wall St. Rank hold KO as of Q1 2023.

Baldrige Asset Management held 167 shares of Coca-Cola worth $10K as of Q1 2023.
Baldrige Asset Management left its Coca-Cola share count unchanged in Q1 2023.
Coca-Cola made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #259 holding.
Baldrige Asset Management first reported a position in Coca-Cola in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Coca-Cola position peaked at $13K in Q2 2021.
2,871 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.